Sample: investment advisers with US$1 billion and over in AUM
1,140 advisers in this assets-under-management band. Below are 10 real rows; the free 25-row CSV has more. Source: SEC Form ADV data (sec.gov), US government work in the public domain. Keencrest is not affiliated with or endorsed by the SEC.
| Firm | City | State | AUM | Staff | Website | |
|---|---|---|---|---|---|---|
| MMBG INVESTMENT ADVISORS CO. | MIAMI | FL | $3.0B | 14 | HTTP://MMBGINVESTMENT.COM/ | contact@mmbginvestment.com |
| COLONIAL TRUST ADVISORS, INC. | SPARTANBURG | SC | $1.9B | 28 | HTTP://WWW.COLONIALTRUST.COM | mail@colonialtrust.com |
| BERYL CAPITAL MANAGEMENT, LLC | REDONDO BEACH | CA | $1.0B | 6 | http://www.berylcap.com | info@berylcap.com |
| CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS | CLEVELAND | OH | $33.9B | 280 | HTTP://WWW.clearstead.com | info@clearstead.com |
| TRIGATE MANAGEMENT LLC | DALLAS | TX | $1.3B | 20 | http://TRIGATECAPITAL.COM | info@trigatecapital.com |
| AMPERSAND CAPITAL PARTNERS | BOSTON | MA | $3.1B | 38 | HTTPS://WWW.AMPERSANDCAPITAL.COM | info@ampersandcapital.com |
| ALPINE INVESTORS | SAN FRANCISCO | CA | $18.9B | 96 | https://www.alpineinvestors.com/ | marketing@alpineinvestors.com |
| DEXTRA PARTNERS | NEW YORK | NY | $5.3B | 19 | https://dextra.com/ | info@dextra.com |
| INGALLS INVESTMENT MANAGEMENT, LLC | NEW YORK | NY | $7.8B | 50 | https://www.ingalls.net | marketing@ingalls.net |
| SOLUM PARTNERS | BOSTON | MA | $1.7B | 24 | https://solumpartners.com/ | info@solumpartners.com |
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