Firm directory
Registered investment advisers, page 5 of 28
Firms 201 to 250 of 1363, ordered by regulatory assets under management as reported on each firm's Form ADV.
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Browse by custodian
- Fidelity176
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- State Street Bank and Trust159
- The Bank of New York Mellon152
- The Northern Trust107
- Northern Trust69
- Bank of New York Mellon53
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- Morgan Stanley35
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- U.S. Bank National Association21
- Goldman Sachs &20
- Brown Brothers Harriman &18
- UBS Financial Services18
- Citibank, N.A.14
- Citibank, National Association14
- LPL Financial14
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- Empower11
- Citigroup Global Markets10
- Merrill Lynch, Pierce, Fenner & Smith10
- BNY Mellon9
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- State Street Bank9
- Bank of America8
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- Wells Fargo Bank, N.A.5
- Bank of New York Mellon, N.A.4
- BNY Mellon, N.A.4
- CIBC Mellon Global Securities Services4
- Citibank, NA4
- Principal Financial Group4
- RBC Capital Markets4
- U.S. Bank4
- US Bank N.A.4
- Bank of America N.A.3
- Barclays Bank PLC3
- BNY Mellon Securities3
- Caceis3
- Caceis Bank3
- Computershare Trust Company, N.A.3
- Mitsubishi Ufj Investor Services & Banking (luxembourg) S.A.3
- PNC Bank, N.A.3
- Sanford C. Bernstein &3
- SEI Private Trust3
- SSB New York Institutional3
- The Bank of New York3
- The Bank of New York Mellon Trust Company, National Association3
- The Bank of New York Mellon, London Branch3
- The Bank of New York Mellon, N.A.3
- The Hongkong and Shanghai Banking Corporation Limited3
- The Vanguard Group3
- U.S. Bank, NA3
- American Enterprise Investment Services2
- Assetmark Trust2
- Axos Clearing2
- Bank of America Merrill Lynch2
- Bank of America, National Association2
- Bank of New York Mellon Trust Company, N.A.2
- Banque Pictet & Cie S.A.2
- BNP Paribas Fund Services Australasia Pty2
- BNP Paribas Securities Services (australia)2
- BNY Mellon, National Association2
- Brown Brothers Harriman2
- Brown Brothers Harriman Investments2
- Caisse Des Depots Et Consignations2
- CIBC Mellon2
- Citibank (hong Kong) Limited2
- Citibank Uk Limited2
- Citibank, N.A (london)2
- City National Bank2
- Comerica Bank2
- Deutsche Bank Ag2
- Deutsche Bank Trust Company Americas2
- Edward D. Jones &2
- Fifth Third Securities2
- Goldman Sachs International2
- HSBC Continental Europe S.a., Germany2
- HSBC Hong Kong2
- Mid Atlantic Trust2
- Northern Trust Singapore2
- Oppenheimer &2
- Principal Custody Solutions2
- Principal Securities2
- RBC2
- RBC Investor & Treasury Services2
- Reliance Trust2
- Royal Bank of Canada2
- Royal Bank of Canada (channel Islands) Limited2
- SEI Investments Distribution2
- SEI Investments Guernsey Limited2
- State Street Bank and Trust Company, National Association2
- State Street Bank International GMBH2
- State Street Global Advisors Funds Distributors2
- State Street Trust2
- State Street Trust Company Canada2
- Sumitomo Mitsui Trust Bank (u.s.a.) Limited2
- The Bank of New York Mellon Trust2
- The Bank of New York Mellon Trust Company, N.A.2
- The Bank of Ny Mellon2
- The Master Trust Bank of Japan ,LTD.2
- U.S. Bank Institutional Trust & Custody2
- UBS Europe Se2
- Umb Bank, National Association2
- US Bancorp2
- Adp Retirement Trust Services1
- Alight Solutions1
- Allfunds Bank S.a.u1
- Allfunds Bank Sau London Branch1
- Alter Domus1
- Amalgamated Bank1
- Amalgamated Trust and Savings Bank1
- Apex Clearing1
- Ascensus Broker Dealer Services1
- Assetmark Brokerage1
- Aztec Financial Services (jersey) Limited1
- Bank Consortium Trust Company Limited1
- Bank Degroof Petercam Luxembourg Sa1
- Bank Julius Baer & Co Limited1
- Bank of China Hong Kong1
- Bank of Montreal1
- Bank of New York Mellon - United Kingdom1
- Bank of New York Mellon (the)1
- Bank of New York Mellon Corp (the)1
- Bank of New York Mellon International1
- Bank of New York Mellon International Limited1
- Bank of New York Mellon Sa Luxembourg1
- Bank of New York Mellon Trust1
- Bank of Ny Mellon1
- Bank of Tokyo Mitsubishi Ufj1
- Bank Vontobel Ag1
- Bankers' Bank1
- Banque Pictet & Cie Sa1
- Barclays Capital1
- Belfius Bank1
- Benefit Trust1
- BGL BNP Paribas1
- Bmo Trust1
- BNP Paribas Sa1
- BNP Paribas Securities Services1
- BNP Paribas Securities Services, Dublin Branch1
- BNP Paribas Security Services1
- BNP Paribas Trust Services Singapore Limited1
- BNP Paribas, London Branch1
- BNP Paribas, New York Branch1
- BNY1
- BNY Mellon Asset Servicing1
- BNY Mellon Custody Client Service1
- BNY Mellon, NA1
- Bnym (luxembourg) S.A.1
- Bokf, NA1
- Bridges Trust1
- Brighthouse Life Insurance1
- Brighthouse Life Insurance Company of New York1
- Brown Brother Harriman &1
- Brown Brothers & Harriman &1
- Brown Brothers Harriman Investment Services (japan)1
- Butterfield Bank (channel Islands) Limited1
- Caceis Bank Amsterdam1
- Caceis Bank, Uk Branch1
- Canadian Imperial Bank of Commerce1
- Carta Capital Markets1
- Cetera Investment Services1
- CF Secured1
- Chevy Chase Trust1
- China Citic Bank International Limited1
- China Merchants Bank1
- China Merchants Bank Co., LTD., Hong Kong Branch1
- CIBC Mellon Global Securities1
- CIBC Mellon GSP1
- Citco Canada1
- Citco Global Custody NV1
- Citi1
- Citi Securities Services1
- Citibank - Hong Kong1
- Citibank NA London1
- Citigroup Global Markets Limited1
- Citigroup Private Bank1
- Citigroup Pty Limited1
- Citigroup, NA1
- Comerica Bank - Detroit1
- Commerce Bank, N.A.1
- Computershare Corporate Trust1
- Computershare Trust Company, National Association1
- Credit Suisse Services Ag1
- D.A. Davidson &1
- D.A. Davidson Trust Services1
- Danske Bank A/S1
- Desjardins Trust1
- Deutsche Bank Securities1
- DZ Privatbank S.A.1
- Edward Jones Trust1
- Euroclear1
- Evercore Trust Company, N.A.1
- Exeter Trust1
- Fiduciary Trust Company International1
- Fifth Third Bancorp1
- Fifth Third Bank1
- FMR1
- Frost National Bank1
- Goldman Sachs (asia)1
- Hana Bank1
- Hongkong and Shanghai Banking Corporation Limited1
- HSBC Bank USA, N.A.1
- HSBC Holdings PLC1
- HSBC International Trust Limited1
- HSBC Securities Services1
- HSBC Trinkaus & Burkhardt Ag1
- HSBC Trinkaus & Burkhardt GMBH1
- Huntington National Bank1
- Icbc (asia) Trustee Company Limited1
- Icici Bank Limited1
- Impactassets1
- Industrial Bank Co., LTD., Hong Kong Branch1
- Investec Bank (channel Islands) Limited1
- Japan Trustee Services Bank1
- Jefferies1
- Johnson Bank1
- JPM Chase - Sydney1
- LGT Bank (hong Kong)1
- Lincoln Financial1
- Lincoln Financial Group Trust1
- Loring, Wolcott & Coolidge Trust1
- Master Trust Bank of Japan1
- Master Trust Company of Japan1
- Matrix Trust1
- Mellon Trust1
- Midwest Institutional Trust1
- Midwest Institutional Trust Services1
- Mitsubishi Ufj Financial Group1
- Mitsubishi Ufj Global Custody S.a1
- Mitsubishi Ufj Trust and Banking1
- MTG1
- Mufg Bank1
- Multrees Investor Services Limited1
- National Bank of Canada1
- National Bank Trust1
- Nationwide Life Insurance1
- Nationwide Trust Company, FSB1
- Nomura Bank Luxembourg S.A.1
- Nomura Bank Switzerland1
- Northern Trust Asset Management Australia Pty1
- Northern Trust Company (australia)1
- Northern Trust Company Limited1
- Northern Trust Company London1
- Northern Trust Coroporation1
- Northern Trust Global Services1
- Northern Trust Global Services Se1
- Northern Trust Global Services Se, Uk Branch1
- Northern Trust Luxembourg1
- Nortrust Nominee Limited1
- Osaic Wealth1
- PNC1
- PNC Bank1
- PNC Bank, N.A. Pittsburg Pa1
- Principal Global Investors1
- Principal Investors1
- Rathbone Nominees Limited1
- RBC Investor Service Trust1
- RBC Investor Services1
- RBC Investors Services1
- Robert W. Baird &1
- Rothschild & Co Bank International Limited1
- Royal Bank of Canada (ci)1
- Sbi-SG Global Securities Services Private Limited1
- Scotia Bank1
- SEI Investments (europe)1
- SEI Investments (europe) Limited1
- SEI Investments Management1
- SG Americas Securities1
- SMBC Nikko Bank (luxembourg) S.A.1
- Societe Generale Capital Canada1
- Standard Chartered Bank1
- Standard Chartered Bank (hong Kong) Limited1
- Standard Chartered Bank Hong Kong1
- State Street Australia1
- State Street Bank & Trust - Hong Kong1
- State Street Bank and Trust Company - Hong Kong Branch1
- State Street Bank and Trust Company - Singapore Branch1
- State Street Bank and Trust Company - Tokyo Branch1
- State Street Bank and Trust Company, London1
- State Street Bank International GMBH, Luxembourg Branch1
- State Street Cayman Trust1
- State Street Company Canada1
- State Street Global Advisors, Australia, Limited1
- State Street Global Services1
- State Street International (ireland) Limited1
- State Street Luxembourg1
- State Street Luxembourg Sa1
- State Street Trust and Banking1
- State Street Trust and Banking Co Limited1
- State Street Trustees Limited1
- Stifel, Nicolaus &1
- Stonehage Fleming Dealing & Treasury Services (jersey) Limited1
- Sumitomo Mitsui Trust (hong Kong) Limited1
- Sumitomo Mitsui Trust Bank (usa) Limited1
- Sumitomo Mitsui Trust Bank, Limited (london Branch)1
- Sumitomo Mitsui Trust Bank, Limited.1
- TD Prime Services1
- The Bank of New York Mellon Institutional Bank1
- The Bank of New York Mellon S.A./N.V.1
- The Bank of New York Mellon Sa/NV1
- The Bank of New York Mellon Sa/NV, Luxembourg Branch1
- The BNY Mellon Sa/NV, Asset1
- The Hong Kong and Shanghai Banking Corporation Limited1
- The Northern Trust Company Melbourne Branch1
- The Northern Trust Company, London Branch1
- The Northern Trust International Banking1
- The State Street Bank and Trust1
- The Variable Annuity Life Insurance1
- Tiaa Financial Services1
- Tiaa-Cref1
- Truist Bank1
- Truist Investment Services1
- U.S Bank Assocation1
- U.S. Bancorp Asset Management1
- U.S. Bank Trust1
- U.S. Bank Trust Company, National Association1
- U.S. Bank, N.A.1
- UBS Group1
- UBS Switzerland Ag1
- Universal - Investment Gesellschaft MBH1
- US Bank Trust1
- US Bank, NA1
- Valic Trust1
- Vanguard Fiduciary Trust1
- Vanguard Group [malvern, Pa]1
- Vanguard Marketing1
- Vantage Trust1
- Wells Fargo &1
- Wells Fargo Bank1
- Wells Fargo Bank, National Association1
- Wells Fargo Securities1
- Wilmington Trust, N.A.1
- Wintrust Private Trust Company, N.A.1
- Woori Bank1
- Zions Bank1
- Zurcher Kantonalbank1
1,363 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Primecap ManagementCRD 105516 | Pasadena, CA | $139.34B | 22 | 13 |
| Cambridge Investment Research AdvisorsCRD 134139 | Fairfield, IA | $138.69B | 3,496 | 361,213 |
| Capula Investment USCRD 157589 | New York, NY | $137.44B | 51 | 8 |
| First Eagle Investment ManagementCRD 108260 | New York, NY | $136.48B | 46 | 44 |
| Rhumbline Advisers LTD PartnershipCRD 107151 | Boston, MA | $136.48B | 9 | 399 |
| Rathbones Investment Management LimitedCRD 124925 | Liverpool | $135.09B | 725 | 150,885 |
| Goldman Sachs &CRD 361 | New York, NY | $133.64B | 1,765 | 46,268 |
| Aflac Asset ManagementCRD 304316 | New York, NY | $133.47B | 39 | 9 |
| Brighthouse Investment AdvisersCRD 107312 | Charlotte, NC | $132.63B | 10 | 5,705 |
| Blackstone Real Estate AdvisorsCRD 142979 | New York, NY | $130.74B | 363 | 72 |
| Income Research + ManagementCRD 104863 | Boston, MA | $130.65B | 63 | 937 |
| Ninety One Uk LimitedCRD 158310 | London | $130.19B | 69 | 239 |
| Thrivent Financial for LutheransCRD 115785 | Minneapolis, MN | $128.73B | 155 | 34 |
| Elliott Investment ManagementCRD 307151 | West Palm Beach, FL | $128.62B | 282 | 48 |
| Van Eck AssociatesCRD 105080 | New York, NY | $125.61B | 46 | 145 |
| MarinerCRD 140195 | Overland Park, KS | $125.41B | 933 | 55,512 |
| General Atlantic ServiceCRD 133536 | New York, NY | $125.26B | 411 | 651 |
| Brown AdvisoryCRD 110181 | Baltimore, MD | $124.31B | 272 | 4,415 |
| GC Opal AdvisorsCRD 289425 | Chicago, IL | $124.30B | 306 | 87 |
| Hartford Investment ManagementCRD 106699 | Hartford, CT | $123.58B | 122 | 80 |
| Wealth Enhancement Advisory ServicesCRD 116407 | Plymouth, MN | $122.19B | 850 | 85,001 |
| Sanders CapitalCRD 151480 | West Palm Beach, FL | $122.18B | 16 | 101 |
| Sammons Financial Group Asset ManagementCRD 321109 | West Des Moines, IA | $122.05B | 5 | 9 |
| Corebridge Institutional Investments (u.s.)CRD 150088 | Jersey City, NJ | $121.05B | 248 | 41 |
| New York Life Investment ManagementCRD 109591 | New York, NY | $120.70B | 18 | 933 |
| Lazard Asset ManagementCRD 122836 | New York, NY | $120.52B | 240 | 5,110 |
| Silver Lake Technology ManagementCRD 161206 | Menlo Park, CA | $117.70B | 119 | 38 |
| Iconiq CapitalCRD 159198 | San Francisco, CA | $117.53B | 158 | 846 |
| Putnam Investment ManagementCRD 106629 | Boston, MA | $117.24B | 72 | 16,428 |
| Icici Prudential Asset Management Company LimitedCRD 312825 | Mumbai, Maharashtra | $117.06B | 3 | 28,296 |
| Boston Partners Global InvestorsCRD 124982 | Boston, MA | $116.17B | 59 | 6,982 |
| Angelo, Gordon &CRD 131940 | New York, NY | $115.94B | 389 | 366 |
| MML Investors ServicesCRD 10409 | Springfield, MA | $115.64B | 4,961 | 454,836 |
| Record Currency Management LimitedCRD 110893 | London | $114.16B | 37 | 189 |
| MFS Institutional AdvisorsCRD 107144 | Boston, MA | $113.59B | 327 | 13,555 |
| New England Asset ManagementCRD 105900 | Farmington, CT | $111.72B | 56 | 145 |
| Pgim Quantitative SolutionsCRD 129752 | Newark, NJ | $110.95B | 61 | 117 |
| Hellman & FriedmanCRD 158614 | San Francisco, CA | $110.42B | 60 | 45 |
| Pathstone Family OfficeCRD 151736 | Englewood, NJ | $110.30B | 365 | 2,244 |
| Janney Montgomery ScottCRD 463 | Philadelphia, PA | $110.11B | 1,614 | 243,808 |
| Harris AssociatesCRD 106960 | Chicago, IL | $109.48B | 43 | 2,320 |
| Warburg PincusCRD 156945 | New York, NY | $108.66B | 292 | 76 |
| Natixis AdvisorsCRD 106800 | Boston, MA | $108.65B | 48 | 115,562 |
| Stepstone GroupCRD 143635 | La Jolla, CA | $107.82B | 209 | 561 |
| Lighthouse Investment PartnersCRD 136591 | Palm Beach Gardens, FL | $107.45B | 203 | 139 |
| Bam Credit and Insurance Solutions AdvisorCRD 312792 | New York, NY | $107.29B | 1,421 | 32 |
| ConningCRD 107423 | Hartford, CT | $106.90B | 240 | 161 |
| Tudor InvestmentCRD 159792 | Stamford, CT | $106.84B | 275 | 22 |
| A16z Capital ManagementCRD 160489 | Menlo Park, CA | $106.48B | 88 | 119 |
| Vista Equity Partners ManagementCRD 156973 | San Francisco, CA | $106.02B | 159 | 128 |
Primecap ManagementCRD 105516$139.34B
- Headquarters
- Pasadena, CA
- Advisory staff
- 22
- Clients
- 13
Cambridge Investment Research AdvisorsCRD 134139$138.69B
- Headquarters
- Fairfield, IA
- Advisory staff
- 3,496
- Clients
- 361,213
Capula Investment USCRD 157589$137.44B
- Headquarters
- New York, NY
- Advisory staff
- 51
- Clients
- 8
First Eagle Investment ManagementCRD 108260$136.48B
- Headquarters
- New York, NY
- Advisory staff
- 46
- Clients
- 44
Rhumbline Advisers LTD PartnershipCRD 107151$136.48B
- Headquarters
- Boston, MA
- Advisory staff
- 9
- Clients
- 399
Rathbones Investment Management LimitedCRD 124925$135.09B
- Headquarters
- Liverpool
- Advisory staff
- 725
- Clients
- 150,885
Goldman Sachs &CRD 361$133.64B
- Headquarters
- New York, NY
- Advisory staff
- 1,765
- Clients
- 46,268
Aflac Asset ManagementCRD 304316$133.47B
- Headquarters
- New York, NY
- Advisory staff
- 39
- Clients
- 9
Brighthouse Investment AdvisersCRD 107312$132.63B
- Headquarters
- Charlotte, NC
- Advisory staff
- 10
- Clients
- 5,705
Blackstone Real Estate AdvisorsCRD 142979$130.74B
- Headquarters
- New York, NY
- Advisory staff
- 363
- Clients
- 72
Income Research + ManagementCRD 104863$130.65B
- Headquarters
- Boston, MA
- Advisory staff
- 63
- Clients
- 937
Ninety One Uk LimitedCRD 158310$130.19B
- Headquarters
- London
- Advisory staff
- 69
- Clients
- 239
Thrivent Financial for LutheransCRD 115785$128.73B
- Headquarters
- Minneapolis, MN
- Advisory staff
- 155
- Clients
- 34
Elliott Investment ManagementCRD 307151$128.62B
- Headquarters
- West Palm Beach, FL
- Advisory staff
- 282
- Clients
- 48
Van Eck AssociatesCRD 105080$125.61B
- Headquarters
- New York, NY
- Advisory staff
- 46
- Clients
- 145
MarinerCRD 140195$125.41B
- Headquarters
- Overland Park, KS
- Advisory staff
- 933
- Clients
- 55,512
General Atlantic ServiceCRD 133536$125.26B
- Headquarters
- New York, NY
- Advisory staff
- 411
- Clients
- 651
Brown AdvisoryCRD 110181$124.31B
- Headquarters
- Baltimore, MD
- Advisory staff
- 272
- Clients
- 4,415
GC Opal AdvisorsCRD 289425$124.30B
- Headquarters
- Chicago, IL
- Advisory staff
- 306
- Clients
- 87
Hartford Investment ManagementCRD 106699$123.58B
- Headquarters
- Hartford, CT
- Advisory staff
- 122
- Clients
- 80
Wealth Enhancement Advisory ServicesCRD 116407$122.19B
- Headquarters
- Plymouth, MN
- Advisory staff
- 850
- Clients
- 85,001
Sanders CapitalCRD 151480$122.18B
- Headquarters
- West Palm Beach, FL
- Advisory staff
- 16
- Clients
- 101
Sammons Financial Group Asset ManagementCRD 321109$122.05B
- Headquarters
- West Des Moines, IA
- Advisory staff
- 5
- Clients
- 9
Corebridge Institutional Investments (u.s.)CRD 150088$121.05B
- Headquarters
- Jersey City, NJ
- Advisory staff
- 248
- Clients
- 41
New York Life Investment ManagementCRD 109591$120.70B
- Headquarters
- New York, NY
- Advisory staff
- 18
- Clients
- 933
Lazard Asset ManagementCRD 122836$120.52B
- Headquarters
- New York, NY
- Advisory staff
- 240
- Clients
- 5,110
Silver Lake Technology ManagementCRD 161206$117.70B
- Headquarters
- Menlo Park, CA
- Advisory staff
- 119
- Clients
- 38
Iconiq CapitalCRD 159198$117.53B
- Headquarters
- San Francisco, CA
- Advisory staff
- 158
- Clients
- 846
Putnam Investment ManagementCRD 106629$117.24B
- Headquarters
- Boston, MA
- Advisory staff
- 72
- Clients
- 16,428
Icici Prudential Asset Management Company LimitedCRD 312825$117.06B
- Headquarters
- Mumbai, Maharashtra
- Advisory staff
- 3
- Clients
- 28,296
Boston Partners Global InvestorsCRD 124982$116.17B
- Headquarters
- Boston, MA
- Advisory staff
- 59
- Clients
- 6,982
Angelo, Gordon &CRD 131940$115.94B
- Headquarters
- New York, NY
- Advisory staff
- 389
- Clients
- 366
MML Investors ServicesCRD 10409$115.64B
- Headquarters
- Springfield, MA
- Advisory staff
- 4,961
- Clients
- 454,836
Record Currency Management LimitedCRD 110893$114.16B
- Headquarters
- London
- Advisory staff
- 37
- Clients
- 189
MFS Institutional AdvisorsCRD 107144$113.59B
- Headquarters
- Boston, MA
- Advisory staff
- 327
- Clients
- 13,555
New England Asset ManagementCRD 105900$111.72B
- Headquarters
- Farmington, CT
- Advisory staff
- 56
- Clients
- 145
Pgim Quantitative SolutionsCRD 129752$110.95B
- Headquarters
- Newark, NJ
- Advisory staff
- 61
- Clients
- 117
Hellman & FriedmanCRD 158614$110.42B
- Headquarters
- San Francisco, CA
- Advisory staff
- 60
- Clients
- 45
Pathstone Family OfficeCRD 151736$110.30B
- Headquarters
- Englewood, NJ
- Advisory staff
- 365
- Clients
- 2,244
Janney Montgomery ScottCRD 463$110.11B
- Headquarters
- Philadelphia, PA
- Advisory staff
- 1,614
- Clients
- 243,808
Harris AssociatesCRD 106960$109.48B
- Headquarters
- Chicago, IL
- Advisory staff
- 43
- Clients
- 2,320
Warburg PincusCRD 156945$108.66B
- Headquarters
- New York, NY
- Advisory staff
- 292
- Clients
- 76
Natixis AdvisorsCRD 106800$108.65B
- Headquarters
- Boston, MA
- Advisory staff
- 48
- Clients
- 115,562
Stepstone GroupCRD 143635$107.82B
- Headquarters
- La Jolla, CA
- Advisory staff
- 209
- Clients
- 561
Lighthouse Investment PartnersCRD 136591$107.45B
- Headquarters
- Palm Beach Gardens, FL
- Advisory staff
- 203
- Clients
- 139
Bam Credit and Insurance Solutions AdvisorCRD 312792$107.29B
- Headquarters
- New York, NY
- Advisory staff
- 1,421
- Clients
- 32
ConningCRD 107423$106.90B
- Headquarters
- Hartford, CT
- Advisory staff
- 240
- Clients
- 161
Tudor InvestmentCRD 159792$106.84B
- Headquarters
- Stamford, CT
- Advisory staff
- 275
- Clients
- 22
A16z Capital ManagementCRD 160489$106.48B
- Headquarters
- Menlo Park, CA
- Advisory staff
- 88
- Clients
- 119
Vista Equity Partners ManagementCRD 156973$106.02B
- Headquarters
- San Francisco, CA
- Advisory staff
- 159
- Clients
- 128
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
This is one page of the directory, 50 firms at a time, ordered by the regulatory assets each firm reports in Item 5.F of its Form ADV. Order is a filed figure, not a ranking: a larger firm is not a better one.
Every firm is also reachable by state, by city and by custodian, and through search. Each profile restates one firm's filings with the figures as filed, the date of the filing, and a link to the document on the SEC's own site.