RIA Directory
Browse registered investment adviser firms built from public SEC Form ADV data. Search by firm name, city, or investment strategy.
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Showing the largest 60 firms by AUM — search by name, city, or state to narrow
Silveroak Wealth Management LLC
Edina, MN · Est. 2001
- AUM
- $2.0B
- Per adviser
- $250M
- Advisers
- 8
No reported disclosures
Naples Global Advisors
Naples, FL · Est. 2011
- AUM
- $2.0B
- Per adviser
- $182M
- Advisers
- 11
No reported disclosures
The Harbor Group, INC.
Bedford, NH · Est. 1984
- AUM
- $2.0B
- Per adviser
- $222M
- Advisers
- 9
No reported disclosures
Healthequity Advisors
Draper, UT · Est. 2013
- AUM
- $2.0B
- Per adviser
- $2.0B
- Advisers
- 1
No reported disclosures
Tig Advisors LLC
New York, NY · Est. 2006
- AUM
- $2.0B
- Per adviser
- $222M
- Advisers
- 9
No reported disclosures
Stack Financial Management INC
Whitefish, MT · Est. 1994
- AUM
- $2.0B
- Per adviser
- $285M
- Advisers
- 7
No reported disclosures
Epfc Capital Partners
New York, NY · Est. 2021
- AUM
- $2.0B
- Per adviser
- $181M
- Advisers
- 11
No reported disclosures
Wellesley Asset Management, INC.
Portsmouth, NH · Est. 2002
- AUM
- $2.0B
- Per adviser
- $105M
- Advisers
- 19
No reported disclosures
Mak Capital
New York, NY · Est. 2012
- AUM
- $2.0B
- Per adviser
- $331M
- Advisers
- 6
No reported disclosures
Comperio Retirement Consulting, INC.
Cary, NC · Est. 2006
- AUM
- $2.0B
- Per adviser
- $993M
- Advisers
- 2
No reported disclosures
Trumbower Financial Advisors LLC
Bethesda, MD · Est. 1996
- AUM
- $2.0B
- Per adviser
- $248M
- Advisers
- 8
No reported disclosures
Mount Logan Management
New York, NY · Est. 2020
- AUM
- $2.0B
- Per adviser
- —
- Advisers
- —
No reported disclosures
Sole Source Capital LLC
Dallas, TX · Est. 2019
- AUM
- $2.0B
- Per adviser
- $110M
- Advisers
- 18
No reported disclosures
Woodbourne Capital Management International LP
Boulder, CO · Est. 2007
- AUM
- $2.0B
- Per adviser
- $283M
- Advisers
- 7
No reported disclosures
Graycliff Partners LP
New York, NY · Est. 2011
- AUM
- $2.0B
- Per adviser
- $68M
- Advisers
- 29
No reported disclosures
Timberland Investment Resources, LLC
Atlanta, GA · Est. 2004
- AUM
- $2.0B
- Per adviser
- $66M
- Advisers
- 30
No reported disclosures
Lee Danner & Bass INC
Nashville, TN · Est. 1987
- AUM
- $2.0B
- Per adviser
- $329M
- Advisers
- 6
No reported disclosures
Centeroak Adviser, L.P.
Dallas, TX · Est. 2015
- AUM
- $2.0B
- Per adviser
- $99M
- Advisers
- 20
No reported disclosures
Long Pond Capital, LP
New York, NY · Est. 2012
- AUM
- $2.0B
- Per adviser
- $282M
- Advisers
- 7
No reported disclosures
Jsf Financial, LLC
Los Angeles, CA · Est. 2010
- AUM
- $2.0B
- Per adviser
- $152M
- Advisers
- 13
No reported disclosures
Greenwood Gearhart, LLC
Fayetteville, AR · Est. 1982
- AUM
- $2.0B
- Per adviser
- $141M
- Advisers
- 14
No reported disclosures
Lingotto US LLC
New York, NY · Est. 2024
- AUM
- $2.0B
- Per adviser
- $179M
- Advisers
- 11
No reported disclosures
Center For Financial Planning INC
Southfield, MI · Est. 2006
- AUM
- $2.0B
- Per adviser
- $116M
- Advisers
- 17
No reported disclosures
The Fiduciary Group
Savannah, GA · Est. 2015
- AUM
- $2.0B
- Per adviser
- $179M
- Advisers
- 11
No reported disclosures
Shapiro Capital Management LLC
Atlanta, GA · Est. 1989
- AUM
- $2.0B
- Per adviser
- $492M
- Advisers
- 4
No reported disclosures
Fic Partners Management, LP
Houston, TX · Est. 2017
- AUM
- $2.0B
- Per adviser
- $281M
- Advisers
- 7
No reported disclosures
Zazove Associates LLC
Incline Village, NV · Est. 1989
- AUM
- $2.0B
- Per adviser
- $179M
- Advisers
- 11
No reported disclosures
Brynwood Partners
Greenwich, CT · Est. 2012
- AUM
- $2.0B
- Per adviser
- $151M
- Advisers
- 13
No reported disclosures
Ocean Avenue Capital Partners, L.P.
Santa Monica, CA · Est. 2012
- AUM
- $2.0B
- Per adviser
- $164M
- Advisers
- 12
No reported disclosures
C.M. Capital Advisors, LLC
Palo Alto, CA · Est. 2011
- AUM
- $2.0B
- Per adviser
- $179M
- Advisers
- 11
No reported disclosures
Hcr Wealth Advisors
Los Angeles, CA · Est. 1999
- AUM
- $2.0B
- Per adviser
- $218M
- Advisers
- 9
No reported disclosures
Evolution Wealth Advisors, LLC
Aventura, FL · Est. 2017
- AUM
- $2.0B
- Per adviser
- $280M
- Advisers
- 7
No reported disclosures
Guidestone Advisors
Dallas, TX · Est. 2009
- AUM
- $2.0B
- Per adviser
- $82M
- Advisers
- 24
No reported disclosures
Ceres Partners, LLC
South Bend, IN · Est. 2018
- AUM
- $2.0B
- Per adviser
- $122M
- Advisers
- 16
No reported disclosures
Qsemble Capital Management, LP
New York City, NY · Est. 2018
- AUM
- $2.0B
- Per adviser
- $391M
- Advisers
- 5
No reported disclosures
Quantix Commodities LP
Greenwich, CT · Est. 2022
- AUM
- $2.0B
- Per adviser
- $178M
- Advisers
- 11
No reported disclosures
New State Capital Partners
New Rochelle, NY · Est. 2015
- AUM
- $2.0B
- Per adviser
- $89M
- Advisers
- 22
No reported disclosures
Abound Wealth Management, LLC
Franklin, TN · Est. 2016
- AUM
- $1.9B
- Per adviser
- $75M
- Advisers
- 26
No reported disclosures
Behrman Brothers Management Company L.P.
New York, NY · Est. 2012
- AUM
- $1.9B
- Per adviser
- $162M
- Advisers
- 12
No reported disclosures
Ascendant Capital Partners LP
Los Angeles, CA · Est. 2021
- AUM
- $1.9B
- Per adviser
- $150M
- Advisers
- 13
No reported disclosures
Soma Equity Partners, LP
San Francisco, CA · Est. 2016
- AUM
- $1.9B
- Per adviser
- $487M
- Advisers
- 4
No reported disclosures
Capital Z Partners Management, LLC
Naples, FL · Est. 2012
- AUM
- $1.9B
- Per adviser
- $648M
- Advisers
- 3
No reported disclosures
Lorient Capital Management, LLC
Miami, FL · Est. 2019
- AUM
- $1.9B
- Per adviser
- $139M
- Advisers
- 14
No reported disclosures
Sisung Investment Management Services LLC
Metairie, LA · Est. 1995
- AUM
- $1.9B
- Per adviser
- $486M
- Advisers
- 4
Brooke Private Equity Associates Management LLC
Boston, MA · Est. 2012
- AUM
- $1.9B
- Per adviser
- $194M
- Advisers
- 10
No reported disclosures
Scs
Bellevue, WA · Est. 2020
- AUM
- $1.9B
- Per adviser
- $61M
- Advisers
- 32
No reported disclosures
Voss Capital, LP
Houston, TX · Est. 2019
- AUM
- $1.9B
- Per adviser
- $324M
- Advisers
- 6
No reported disclosures
Radian Capital LLC
New York, NY · Est. 2023
- AUM
- $1.9B
- Per adviser
- $84M
- Advisers
- 23
No reported disclosures
Elda River Capital Management, LLC
Houston, TX · Est. 2023
- AUM
- $1.9B
- Per adviser
- $216M
- Advisers
- 9
No reported disclosures
Parabellum Capital LLC
New York, NY · Est. 2018
- AUM
- $1.9B
- Per adviser
- $194M
- Advisers
- 10
No reported disclosures
Penn Capital Management Company, LLC
Philadelphia, PA · Est. 1988
- AUM
- $1.9B
- Per adviser
- $162M
- Advisers
- 12
No reported disclosures
Rvw Wealth LLC
Los Angeles, CA · Est. 2006
- AUM
- $1.9B
- Per adviser
- $215M
- Advisers
- 9
No reported disclosures
Rose Grove Capital Management, LLC
Wellesley, MA · Est. 2012
- AUM
- $1.9B
- Per adviser
- $277M
- Advisers
- 7
No reported disclosures
Diversified Portfolios, INC.
Bloomfield Hills, MI · Est. 1999
- AUM
- $1.9B
- Per adviser
- $176M
- Advisers
- 11
No reported disclosures
Fs Specialty Lending Advisor, LLC
Philadelphia, PA · Est. 2018
- AUM
- $1.9B
- Per adviser
- $64M
- Advisers
- 30
No reported disclosures
E2p
Chicago, IL · Est. 2020
- AUM
- $1.9B
- Per adviser
- $149M
- Advisers
- 13
No reported disclosures
Nexpoint Real Estate Advisors Vii, L.P.
Dallas, TX · Est. 2019
- AUM
- $1.9B
- Per adviser
- $965M
- Advisers
- 2
No reported disclosures
Hein Park Capital Management LP
New York, NY · Est. 2019
- AUM
- $1.9B
- Per adviser
- $321M
- Advisers
- 6
No reported disclosures
Fourthought Financial Partners, LLC.
Venice, FL · Est. 2022
- AUM
- $1.9B
- Per adviser
- $96M
- Advisers
- 20
No reported disclosures
Meyers Wealth Management, LLC
Columbus, OH · Est. 2017
- AUM
- $1.9B
- Per adviser
- $214M
- Advisers
- 9
No reported disclosures