Investor intelligence · Universe
Investor universe
The public-regulatory universe, RIAs & family offices (Form ADV) and institutional managers (13F). Click any entity for its profile & holdings. Read-only; public SEC data, no contacts.
36,242 matches · showing 401–500 (page 5 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| TA ASSOCIATES → | RIA / FO | $55.1B | BOSTON, MA | CRD 156699 |
| BEACON POINTE ADVISORS, LLC → | RIA / FO | $54.9B | NEWPORT BEACH, CA | CRD 119290 |
| THORNBURG INVESTMENT MANAGEMENT INC → | RIA / FO | $54.5B | SANTA FE, NM | CRD 106357 |
| BRECKINRIDGE CAPITAL ADVISORS INC → | RIA / FO | $54.3B | BOSTON, MA | CRD 107143 |
| PINESTONE ASSET MANAGEMENT INC. → | RIA / FO | $54.1B | MONTREAL, QUEBEC | CRD 317431 |
| VERITAS CAPITAL FUND MANAGEMENT, L.L.C. → | RIA / FO | $53.8B | NEW YORK, NY | CRD 157123 |
| SB INVESTMENT ADVISERS (US) INC. → | RIA / FO | $53.5B | MENLO PARK, CA | CRD 286323 |
| FIRST SENTIER INVESTORS → | RIA / FO | $52.9B | BARANGAROO, NSW | CRD 160034 |
| MISSIONSQUARE INVESTMENTS → | RIA / FO | $52.9B | WASHINGTON, DC | CRD 109138 |
| GW&K INVESTMENT MANAGEMENT, LLC → | RIA / FO | $52.8B | BOSTON, MA | CRD 121942 |
| SCULPTOR CAPITAL LP → | RIA / FO | $52.7B | NEW YORK, NY | CRD 107913 |
| AEGON ASSET MANAGEMENT UK PLC → | RIA / FO | $52.6B | EDINBURGH | CRD 289505 |
| CATALYST STRATEGIC SOLUTIONS → | RIA / FO | $52.4B | PLANO, TX | CRD 44970 |
| WALLEYE CAPITAL LLC → | RIA / FO | $52.1B | WAYZATA, MN | CRD 161413 |
| MAI CAPITAL MANAGEMENT, LLC → | RIA / FO | $52.1B | CLEVELAND, OH | CRD 109807 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. → | RIA / FO | $52.1B | SAN FRANCISCO, CA | CRD 107322 |
| CAPITAL INTERNATIONAL, INC. → | RIA / FO | $51.9B | LOS ANGELES, CA | CRD 110682 |
| VEST FINANCIAL LLC → | RIA / FO | $51.8B | MCLEAN, VA | CRD 165976 |
| VIRTUS INVESTMENT ADVISERS, LLC → | RIA / FO | $51.7B | HARTFORD, CT | CRD 106982 |
| BLACKSTONE LIQUID CREDIT ADVISORS I LLC → | RIA / FO | $51.6B | NEW YORK, NY | CRD 152294 |
| BDT CAPITAL PARTNERS → | RIA / FO | $51.5B | CHICAGO, IL | CRD 160914 |
| GENSTAR CAPITAL → | RIA / FO | $51.3B | SAN FRANCISCO, CA | CRD 156932 |
| PNC CAPITAL ADVISORS LLC → | RIA / FO | $50.9B | BALTIMORE, MD | CRD 151829 |
| CWM, LLC → | RIA / FO | $50.6B | OMAHA, NE | CRD 155344 |
| MONETA GROUP INVESTMENT ADVISORS, LLC → | RIA / FO | $50.5B | ST. LOUIS, MO | CRD 104727 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP → | RIA / FO | $50.5B | BOSTON, MA | CRD 120663 |
| THRIVE CAPITAL → | RIA / FO | $50.5B | NEW YORK, NY | CRD 162771 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. → | RIA / FO | $50.4B | CHICAGO, IL | CRD 111135 |
| HOLOCENE ADVISORS, LP → | RIA / FO | $50.4B | NEW YORK, NY | CRD 287999 |
| CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED → | RIA / FO | $50.4B | LONDON | CRD 163590 |
| SEGAL MARCO ADVISORS → | RIA / FO | $50.2B | NEW YORK, NY | CRD 114687 |
| LIGHTSPEED VENTURE PARTNERS → | RIA / FO | $50.0B | MENLO PARK, CA | CRD 160187 |
| VESTMARK ADVISORY SOLUTIONS, INC. → | RIA / FO | $49.9B | WAKEFIELD, MA | CRD 221518 |
| AE WEALTH MANAGEMENT, LLC → | RIA / FO | $49.8B | TOPEKA, KS | CRD 282580 |
| CRESCENT CAPITAL GROUP LP → | RIA / FO | $49.7B | LOS ANGELES, CA | CRD 153966 |
| ICG INVESTMENTS INC → | RIA / FO | $49.7B | NEW YORK, NY | CRD 162589 |
| SAVANT WEALTH MANAGEMENT → | RIA / FO | $49.6B | ROCKFORD, IL | CRD 107271 |
| MONDRIAN INVESTMENT PARTNERS LIMITED → | RIA / FO | $49.3B | LONDON | CRD 107432 |
| BRIDGE INVESTMENT GROUP → | RIA / FO | $49.3B | SANDY, UT | CRD 159127 |
| INVESCO MANAGEMENT S.A. → | RIA / FO | $48.7B | LUXEMBOURG | CRD 143238 |
| SCS CAPITAL MANAGEMENT LLC → | RIA / FO | $48.7B | BOSTON, MA | CRD 122258 |
| GTCR LLC → | RIA / FO | $48.6B | CHICAGO, IL | CRD 159545 |
| CLIFFWATER LLC → | RIA / FO | $48.5B | MARINA DEL REY, CA | CRD 132167 |
| BNP PARIBAS ASSET MANAGEMENT USA, INC. → | RIA / FO | $48.4B | NEW YORK, NY | CRD 105455 |
| MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC → | RIA / FO | $48.3B | BOSTON, MA | CRD 145508 |
| THRIVENT ASSET MANAGEMENT, LLC → | RIA / FO | $48.0B | MINNEAPOLIS, MN | CRD 137751 |
| PORTFOLIO ADVISORS LLC → | RIA / FO | $47.8B | DARIEN, CT | CRD 105981 |
| WEALTHFRONT ADVISERS LLC → | RIA / FO | $47.7B | PALO ALTO, CA | CRD 148456 |
| PLATINUM EQUITY ADVISORS, LLC → | RIA / FO | $47.7B | BEVERLY HILLS, CA | CRD 161491 |
| ANTARES CAPITAL ADVISERS LLC → | RIA / FO | $47.4B | CHICAGO, IL | CRD 281998 |
| MARQUETTE ASSOCIATES, INC. → | RIA / FO | $47.1B | CHICAGO, IL | CRD 21572 |
| FRANCISCO PARTNERS → | RIA / FO | $47.1B | SAN FRANCISCO, CA | CRD 160272 |
| BESSEMER INVESTMENT MANAGEMENT LLC → | RIA / FO | $47.0B | NEW YORK, NY | CRD 112215 |
| PINE RIVER CAPITAL MANAGEMENT L.P. → | RIA / FO | $46.9B | MINNETONKA, MN | CRD 133720 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP → | RIA / FO | $46.6B | NEW YORK, NY | CRD 155680 |
| NLG CAPITAL LLC → | RIA / FO | $46.5B | MONTPELIER, VT | CRD 109396 |
| NEW MOUNTAIN CAPITAL, LLC → | RIA / FO | $46.4B | NEW YORK, NY | CRD 161394 |
| SILVER POINT CAPITAL, L.P. → | RIA / FO | $46.2B | GREENWICH, CT | CRD 157738 |
| CONCORD ADVISORY GROUP LTD → | RIA / FO | $46.2B | PRINCETON, NJ | CRD 107291 |
| BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC → | RIA / FO | $46.1B | NEW YORK, NY | CRD 297506 |
| CANTERBURY CONSULTING INCORPORATED → | RIA / FO | $45.9B | NEWPORT BEACH, CA | CRD 22875 |
| TIDAL INVESTMENTS LLC → | RIA / FO | $45.8B | MILWAUKEE, WI | CRD 164201 |
| GENERAL CATALYST → | RIA / FO | $45.5B | CAMBRIDGE, MA | CRD 162548 |
| CHANDLER ASSET MANAGEMENT INC → | RIA / FO | $45.3B | SAN DIEGO, CA | CRD 107287 |
| EP WEALTH ADVISORS → | RIA / FO | $45.1B | TORRANCE, CA | CRD 111147 |
| CHEVY CHASE TRUST COMPANY → | RIA / FO | $44.9B | BETHESDA, MD | CRD 110742 |
| MEAG NEW YORK CORPORATION → | RIA / FO | $44.9B | NEW YORK, NY | CRD 321962 |
| CIFC ASSET MANAGEMENT LLC → | RIA / FO | $44.6B | MIAMI, FL | CRD 159172 |
| CANSO INVESTMENT COUNSEL LTD. → | RIA / FO | $44.4B | RICHMOND HILL, ONTARIO | CRD 336447 |
| PRIVATE ADVISOR GROUP, LLC → | RIA / FO | $44.3B | MORRISTOWN, NJ | CRD 155216 |
| SANDS CAPITAL MANAGEMENT, LLC → | RIA / FO | $44.3B | ARLINGTON, VA | CRD 137610 |
| PANAGORA ASSET MANAGEMENT INC → | RIA / FO | $44.1B | BOSTON, MA | CRD 105201 |
| BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP → | RIA / FO | $44.1B | NEW YORK, NY | CRD 137519 |
| CALAMOS ADVISORS LLC → | RIA / FO | $43.9B | NAPERVILLE, IL | CRD 105758 |
| APOGEM CAPITAL LLC → | RIA / FO | $43.8B | NEW YORK, NY | CRD 309234 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC → | RIA / FO | $43.5B | LOS ANGELES, CA | CRD 109876 |
| ELEMENT CAPITAL MANAGEMENT LLC → | RIA / FO | $43.4B | NEW YORK, NY | CRD 160309 |
| POLAR CAPITAL → | RIA / FO | $43.3B | LONDON | CRD 136133 |
| NEWEDGE ADVISORS → | RIA / FO | $43.2B | NEW ORLEANS, LA | CRD 171351 |
| WELLS FARGO INVESTMENT INSTITUTE, INC. → | RIA / FO | $43.0B | CHARLOTTE, NC | CRD 133204 |
| JASPER RIDGE PARTNERS, L.P. → | RIA / FO | $43.0B | FORT WORTH, TX | CRD 144401 |
| POLAR ASSET MANAGEMENT PARTNERS INC. → | RIA / FO | $42.9B | TORONTO | CRD 162681 |
| GRAHAM CAPITAL MANAGEMENT, L.P. → | RIA / FO | $42.9B | ROWAYTON, CT | CRD 160925 |
| PACIFIC LIFE FUND ADVISORS LLC → | RIA / FO | $42.8B | NEWPORT BEACH, CA | CRD 105169 |
| CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. → | RIA / FO | $42.7B | LOS ANGELES, CA | CRD 312837 |
| EARNEST PARTNERS, LLC → | RIA / FO | $42.6B | ATLANTA, GA | CRD 107926 |
| FRANKLIN MUTUAL ADVISERS, LLC → | RIA / FO | $42.6B | SHORT HILLS, NJ | CRD 111376 |
| LIDO → | RIA / FO | $42.5B | LOS ANGELES, CA | CRD 269866 |
| EQUITABLE ADVISORS, LLC → | RIA / FO | $42.5B | NEW YORK, NY | CRD 6627 |
| NEWTON INVESTMENT MANAGEMENT LTD → | RIA / FO | $42.4B | LONDON | CRD 111208 |
| T.ROWE PRICE HONG KONG LIMITED → | RIA / FO | $42.3B | CENTRAL | CRD 155827 |
| PENN MUTUAL ASSET MANAGEMENT, LLC → | RIA / FO | $42.3B | CONSHOHOCKEN, PA | CRD 107518 |
| SUNAMERICA ASSET MANAGEMENT, LLC → | RIA / FO | $42.2B | NEW YORK, NY | CRD 107338 |
| SUMMIT PARTNERS, L.P. → | RIA / FO | $42.0B | BOSTON, MA | CRD 135271 |
| CALLAN → | RIA / FO | $41.9B | SAN FRANCISCO, CA | CRD 107687 |
| D.A. DAVIDSON & CO. → | RIA / FO | $41.8B | GREAT FALLS, MT | CRD 199 |
| SALI FUND SERVICES → | RIA / FO | $41.7B | AUSTIN, TX | CRD 124235 |
| ALYESKA INVESTMENT GROUP, L.P. → | RIA / FO | $41.7B | CHICAGO, IL | CRD 155058 |
| SECURIAN ASSET MANAGEMENT, INC. → | RIA / FO | $41.6B | ST PAUL, MN | CRD 109905 |
| ABRDN INC. → | RIA / FO | $41.5B | PHILADELPHIA, PA | CRD 111069 |