Sample: investment advisers with US$250 million to 1 billion in AUM
696 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 | |
|---|---|---|---|---|---|---|
| ROSEMAWR MANAGEMENT LLC | MIAMI BEACH | FL | $844M | 23 | HTTP://WWW.ROSEMAWR.COM | info@rosemawr.com |
| MORRIS & WELLS WEALTH MANAGEMENT | CHARLOTTESVILLE | VA | $988M | 2 | HTTP://WWW.MORRISANDWELLS.COM | info@morrisandwells.com |
| KHROM CAPITAL MANAGEMENT | MIAMI | FL | $981M | 6 | HTTP://WWW.KHROMCAPITAL.COM | info@khromcapital.com |
| BLUE EDGE CAPITAL, LLC | RICHMOND | VA | $765M | 5 | HTTP://WWW.BLUEEDGECAP.COM | info@blueedgecap.com |
| STRONG TOWER ADVISORY SERVICES | MINNEAPOLIS | MN | $759M | 9 | http://www.strongtowerwm.com | contactus@strongtowerwm.com |
| NORTHSTAR ASSET MANAGEMENT, INC | BOSTON | MA | $806M | 15 | HTTPS://WWW.NORTHSTARASSET.COM | info@northstarasset.com |
| TEMPO WEALTH | INDEPENDENCE | OH | $804M | 12 | http://www.tempowealth.com | info@tempowealth.com |
| ICV PARTNERS, LLC | MIAMI | FL | $694M | 13 | HTTP://WWW.ICVPARTNERS.COM | info@icvpartners.com |
| APHIAS CAPITAL, L.P. | SAN FRANCISCO | CA | $676M | 13 | http://www.aphias.com | info@aphias.com |
| AMPFIELD MANAGEMENT | NEW YORK | NY | $774M | 8 | HTTPS://WWW.AMPFIELDMANAGEMENT.COM | info@ampfield.management |
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