Investment adviser firms: $10 billion to under $50 billion in regulatory AUM · Page 3
Grouped by reported regulatory assets under management in each firm's displayed source month. Missing or quarantined AUM is excluded; exact zero is included. These groups do not rank performance or quality.
943 firms · Source months shown: September 2026
- CAPVEST PARTNERS, INC.CRD 324459 · NEW YORK, NY$10,246,424,438.00Regulatory AUM · September 2026
- CARILLON TOWER ADVISERS, INC.CRD 174904 · ST PETERSBURG, FL$16,864,326,714.00Regulatory AUM · September 2026
- CARLYLE AVIATION PDP MANAGEMENT LLCCRD 305746 · MIAMI, FL$10,396,634,892.00Regulatory AUM · September 2026
- CARY STREET PARTNERS INVESTMENT ADVISORY LLCCRD 128545 · RICHMOND, VA$10,252,264,301.00Regulatory AUM · September 2026
- CASTLE HOOK PARTNERS LPCRD 284968 · NEW YORK, NY$10,960,463,291.00Regulatory AUM · September 2026
- CASTLELAKE, L.P.CRD 145165 · MINNEAPOLIS, MN$35,287,534,891.00Regulatory AUM · September 2026
- CATALYST CAPITAL ADVISORS LLCCRD 139895 · SAN JUAN, PR$10,302,566,935.00Regulatory AUM · September 2026
- CATTERTON MANAGEMENT COMPANY, L.L.C.CRD 157428 · GREENWICH, CT$30,842,978,104.00Regulatory AUM · September 2026
- CAVANAL HILL INVESTMENT MANAGEMENT, INC.CRD 110774 · TULSA, OK$15,233,547,787.00Regulatory AUM · September 2026
- CAZ INVESTMENTS L.P.CRD 113931 · HOUSTON, TX$10,830,341,793.00Regulatory AUM · September 2026
- CBIZ INVESTMENT ADVISORY SERVICES, LLCCRD 286002 · CLEVELAND, OH$12,762,169,497.00Regulatory AUM · September 2026
- $11,537,550,643.00Regulatory AUM · September 2026
- CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCCRD 106256 · RADNOR, PA$10,800,860,665.00Regulatory AUM · September 2026
- CBRE INVESTMENT MANAGEMENT, LLCCRD 109981 · NEW YORK, NY$22,840,880,000.00Regulatory AUM · September 2026
- CENTERSQUARE INVESTMENT MANAGEMENT LLCCRD 290078 · CONSHOHOCKEN, PA$13,695,107,341.00Regulatory AUM · September 2026
- CENTIVA CAPITAL, LPCRD 286299 · NEW YORK, NY$20,609,149,268.00Regulatory AUM · September 2026
- CERITY PARTNERS OCIO LLCCRD 151916 · NEW YORK, NY$21,132,697,705.00Regulatory AUM · September 2026
- CERITY PARTNERS RETIREMENT PLAN ADVISORS LLCCRD 164198 · NEW YORK, NY$40,253,232,272.00Regulatory AUM · September 2026
- CEVIAN CAPITAL II GP LIMITEDCRD 140659$17,848,889,007.00Regulatory AUM · September 2026
- CF PRIVATE EQUITY, INC.CRD 110657 · NORWALK, CT$15,778,084,865.00Regulatory AUM · September 2026
- CFI PARTNERS, LLCCRD 139531 · CHICAGO, IL$26,313,245,536.00Regulatory AUM · September 2026
- CHAMPLAIN INVESTMENT PARTNERS, LLCCRD 132474 · BURLINGTON, VT$10,175,097,502.00Regulatory AUM · September 2026
- CHANDLER ASSET MANAGEMENT INCCRD 107287 · SAN DIEGO, CA$45,311,900,938.00Regulatory AUM · September 2026
- CHARLESBANK CAPITAL PARTNERS, LLCCRD 160256 · BOSTON, MA$21,060,828,047.00Regulatory AUM · September 2026
- CHARTWELL INVESTMENT PARTNERS, LLCCRD 170335 · BERWYN, PA$12,971,188,682.00Regulatory AUM · September 2026
- CHEVY CHASE TRUST COMPANYCRD 110742 · BETHESDA, MD$44,925,270,699.00Regulatory AUM · September 2026
- CHEYNE CAPITAL MANAGEMENT (UK) LLPCRD 158991$39,916,675,702.00Regulatory AUM · September 2026
- $23,904,220,265.00Regulatory AUM · September 2026
- CHOATE INVESTMENT ADVISORS LLCCRD 106109 · BOSTON, MA$10,047,919,310.00Regulatory AUM · September 2026
- CHOREO, LLCCRD 111221 · ROCKFORD, IL$19,138,746,524.00Regulatory AUM · September 2026
- CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.CRD 104604 · CHICAGO, IL$11,939,916,933.00Regulatory AUM · September 2026
- CHRISTOFFERSON, ROBB & COMPANY, LLCCRD 121299 · NEW YORK, NY$11,270,331,692.00Regulatory AUM · September 2026
- CHURCHILL INVESTMENT MANAGEMENT LLCCRD 305060 · CHARLOTTE, NC$12,143,283,506.00Regulatory AUM · September 2026
- CI GLOBAL INVESTMENTS INC.CRD 156752 · OAKLAND, CA$14,736,159,117.00Regulatory AUM · September 2026
- CIFC ASSET MANAGEMENT LLCCRD 159172 · MIAMI, FL$44,575,860,272.00Regulatory AUM · September 2026
- CIGNA INVESTMENTS, INC.CRD 105811 · BLOOMFIELD, CT$25,759,202,502.00Regulatory AUM · September 2026
- CINVEN LIMITEDCRD 323818$42,711,410,629.00Regulatory AUM · September 2026
- CIRCLE WEALTH MANAGEMENT, LLCCRD 142878 · SUMMIT, NJ$14,066,392,093.00Regulatory AUM · September 2026
- CITIZENS PRIVATE WEALTH, LLCCRD 106743 · TARRYTOWN, NY$16,634,578,146.00Regulatory AUM · September 2026
- CITIZENS SECURITIES, INC.CRD 39550 · JOHNSTON, RI$12,868,719,975.00Regulatory AUM · September 2026
- CLARK CAPITAL MANAGEMENT GROUP INCCRD 104796 · PHILADELPHIA, PA$35,687,719,134.00Regulatory AUM · September 2026
- CLEARBROOK INVESTMENT CONSULTING LLCCRD 108253 · NEW YORK, NY$13,719,492,092.00Regulatory AUM · September 2026
- CLEARSTEAD ADVISORS, LLCCRD 105674 · CLEVELAND, OH$33,880,026,978.00Regulatory AUM · September 2026
- CLIFFWATER LLCCRD 132167 · MARINA DEL REY, CA$48,506,898,979.00Regulatory AUM · September 2026
- CLIFTONLARSONALLEN WEALTH ADVISORS, LLCCRD 38357 · MINNEAPOLIS, MN$14,426,640,890.00Regulatory AUM · September 2026
- COLCHESTER GLOBAL INVESTORS LTDCRD 110985$26,959,094,516.00Regulatory AUM · September 2026
- COLDSTREAM CAPITAL MANAGEMENT INCCRD 108805 · BELLEVUE, WA$13,925,235,705.00Regulatory AUM · September 2026
- COLLER CAPITAL INCCRD 158102 · NEW YORK, NY$11,952,891,545.00Regulatory AUM · September 2026
- COLLER INVESTMENT MANAGEMENT LTDCRD 111035$36,657,342,081.00Regulatory AUM · September 2026
- COLUMBIA CAPITAL, L.P.CRD 159616 · ALEXANDRIA, VA$13,837,922,735.00Regulatory AUM · September 2026
- $13,658,111,381.00Regulatory AUM · September 2026
- COMMONFUND OCIO, INC.CRD 110689 · NORWALK, CT$22,659,256,220.00Regulatory AUM · September 2026
- COMPASS ROSE ASSET MANAGEMENT, LPCRD 297010 · NEW YORK, NY$16,500,609,281.00Regulatory AUM · September 2026
- COMPREHENSIVE FINANCIAL MANAGEMENT LLCCRD 159641 · LOS GATOS, CA$18,518,437,773.00Regulatory AUM · September 2026
- CONCORD ADVISORY GROUP LTDCRD 107291 · PRINCETON, NJ$46,186,698,581.00Regulatory AUM · September 2026
- CONCURRENT INVESTMENT ADVISORS, LLCCRD 323135 · TAMPA, FL$15,727,990,844.00Regulatory AUM · September 2026
- CONGRESS ASSET MANAGEMENT COMPANY, LLPCRD 105161 · BOSTON, MA$14,199,956,103.00Regulatory AUM · September 2026
- CONRAD SIEGEL INVESTMENT ADVISORS, INC.CRD 123560 · HARRISBURG, PA$10,118,593,493.00Regulatory AUM · September 2026
- CONSTELLATION INVESTMENTS, INC.CRD 107528 · MONTGOMERY, OH$31,477,906,332.00Regulatory AUM · September 2026
- COOKE & BIELER, L.P.CRD 113859 · PHILADELPHIA, PA$10,559,152,509.00Regulatory AUM · September 2026
- COPENHAGEN INFRASTRUCTURE PARTNERS INC.CRD 321116 · NEW YORK, NY$39,353,139,960.00Regulatory AUM · September 2026
- CORBIN CAPITAL PARTNERS, L.P.CRD 130819 · NEW YORK, NY$11,223,072,092.00Regulatory AUM · September 2026
- CORE AND VALUE ADVISORS, LLCCRD 156093 · SAN FRANCISCO, CA$21,182,465,922.00Regulatory AUM · September 2026
- CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLCCRD 311296 · CHARLOTTESVILLE, VA$29,349,651,535.00Regulatory AUM · September 2026
- COURT SQUARE CAPITAL MANAGEMENT, L.P.CRD 156776 · NEW YORK, NY$10,108,286,700.00Regulatory AUM · September 2026
- CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLCCRD 126777 · NEWPORT BEACH, CA$37,502,470,791.00Regulatory AUM · September 2026
- CRESCENT CAPITAL GROUP LPCRD 153966 · LOS ANGELES, CA$49,714,084,717.00Regulatory AUM · September 2026
- CRESTLINE MANAGEMENT, L.P.CRD 122711 · FORT WORTH, TX$22,509,958,896.00Regulatory AUM · September 2026
- CROW HOLDINGS CAPITAL PARTNERS, L.L.C.CRD 156925 · DALLAS, TX$14,446,644,303.00Regulatory AUM · September 2026
- CSM ADVISORS, LLCCRD 306128 · WARRENDALE, PA$11,652,588,296.00Regulatory AUM · September 2026
- CSOP ASSET MANAGEMENT LIMITEDCRD 170206$25,872,126,867.00Regulatory AUM · September 2026
- CULLEN CAPITAL MANAGEMENT, LLCCRD 113128 · NEW YORK, NY$11,577,260,992.00Regulatory AUM · September 2026
- CURI CAPITAL, LLCCRD 134249 · CHICAGO, IL$11,582,602,449.00Regulatory AUM · September 2026
- CV ADVISORS LLCCRD 164817 · AVENTURA, FL$15,083,670,822.00Regulatory AUM · September 2026
- CVC ADVISORS (U.S.) INC.CRD 174050 · NEW YORK, NY$25,560,740,629.00Regulatory AUM · September 2026
- CVC SECONDARY PARTNERS (U.S.), LLCCRD 289554 · NEW YORK, NY$22,185,972,965.00Regulatory AUM · September 2026
- CW ADVISORS, LLCCRD 310873 · BOSTON, MA$15,224,527,279.00Regulatory AUM · September 2026
- D. E. SHAW INVESTMENT MANAGEMENT, L.L.C.CRD 135284 · NEW YORK, NY$33,368,169,339.00Regulatory AUM · September 2026
- D.A. DAVIDSON & CO.CRD 199 · GREAT FALLS, MT$41,839,245,699.00Regulatory AUM · September 2026
- D1 CAPITAL PARTNERS L.P.CRD 297298 · NEW YORK, NY$40,160,910,862.00Regulatory AUM · September 2026
- DARSANA CAPITAL PARTNERS LPCRD 170862 · NEW YORK, NY$16,667,644,521.00Regulatory AUM · September 2026
- DAVENPORT & COMPANY LLCCRD 1588 · RICHMOND, VA$24,699,034,685.00Regulatory AUM · September 2026
- DAVIDSON KEMPNER CAPITAL MANAGEMENT LPCRD 155680 · NEW YORK, NY$46,633,679,170.00Regulatory AUM · September 2026
- DAVIS SELECTED ADVISERS - NY, INC.CRD 106659 · NEW YORK, NY$21,978,715,086.00Regulatory AUM · September 2026
- DAVIS SELECTED ADVISERS LPCRD 108674 · TUCSON, AZ$30,120,188,911.00Regulatory AUM · September 2026
- DAWSON PARTNERS INC.CRD 281728$22,141,360,695.00Regulatory AUM · September 2026
- DBX ADVISORS LLCCRD 154558 · NEW YORK, NY$28,987,649,436.00Regulatory AUM · September 2026
- DEER MANAGEMENT CO. LLCCRD 159279 · LARCHMONT, NY$20,239,213,324.00Regulatory AUM · September 2026
- DEERFIELD MANAGEMENT COMPANY, L.P.CRD 157876 · NEW YORK, NY$19,084,042,235.00Regulatory AUM · September 2026
- DEGROOF PETERCAM ASSET MANAGEMENTCRD 166048$16,865,977,071.00Regulatory AUM · September 2026
- DEVENIR INVESTMENT ADVISORS, LLCCRD 132824 · BLOOMINGTON, MN$12,992,592,090.00Regulatory AUM · September 2026
- DIAMETER CAPITAL PARTNERS LPCRD 289307 · NEW YORK, NY$28,755,794,425.00Regulatory AUM · September 2026
- DIAMOND HILL CAPITAL MANAGEMENT, LLCCRD 110638 · COLUMBUS, OH$29,381,933,221.00Regulatory AUM · September 2026
- DIGITAL BRIDGE ADVISORS, LLCCRD 291394 · BOCA RATON, FL$14,599,240,524.00Regulatory AUM · September 2026
- DIVCO WEST REAL ESTATE SERVICES, LLCCRD 156762 · SAN FRANCISCO, CA$16,300,107,425.00Regulatory AUM · September 2026
- DOLAN MCENIRY CAPITAL MANAGEMENT LLCCRD 108658 · CHICAGO, IL$13,758,579,052.00Regulatory AUM · September 2026
- DRA ADVISORS LLCCRD 106311 · NEW YORK, NY$14,420,756,046.00Regulatory AUM · September 2026
- DRAGONEER INVESTMENT GROUP, LLCCRD 161443 · SAN FRANCISCO, CA$37,035,962,249.00Regulatory AUM · September 2026
- DRIEHAUS CAPITAL MANAGEMENT LLCCRD 105757 · CHICAGO, IL$26,119,257,467.00Regulatory AUM · September 2026
- DUFF & PHELPS INVESTMENT MANAGEMENT CO.CRD 107296 · CHICAGO, IL$12,746,937,964.00Regulatory AUM · September 2026