System Overview
US Investment Management Industry · 340 advisers · 340 13F managers
Registered Advisers
340
SEC-registered
Total AUM
—
All advisers
13F Managers
340
533,764 positions
Macro Data Points
0
0 series
Top Advisers by AUM
Largest registered investment advisers
| # | Name | State | AUM |
|---|---|---|---|
| 1 | TABLEAUX LLC | MA | — |
| 2 | Campbell Deegan Wealth Management, LLC | VA | — |
| 3 | Elite Financial, Inc. | ID | — |
| 4 | Brucke Financial, Inc. | IN | — |
| 5 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | WI | — |
| 6 | ACORN CAPITAL ADVISORS, LLC | NY | — |
| 7 | Partners in Financial Planning | VA | — |
| 8 | Clare Market Investments LLC | TX | — |
| 9 | Saiph Capital, LLC | NJ | — |
| 10 | Berkeley, Inc | ID | — |
| 11 | ONE WEALTH CAPITAL MANAGEMENT, LLC | AZ | — |
| 12 | Four Tree Island Advisory LLC | NH | — |
| 13 | HIGHLINE WEALTH PARTNERS LLC | CA | — |
| 14 | High Probability Advisors, LLC | NY | — |
| 15 | Fairfield Financial Advisors, LTD | MA | — |
Top States by Adviser Count
Geographic concentration
NY46 advisers
CA27 advisers
MA19 advisers
CT18 advisers
TX18 advisers
L316 advisers
X012 advisers
FL11 advisers
IL11 advisers
PA10 advisers
Top 13F Managers by Portfolio Value
Largest institutional holders (latest filing)
| # | Manager | Portfolio Value | Positions | Quarter |
|---|---|---|---|---|
| 1 | BlackRock, Inc. (BLK) | $4934.4T | 5334 | 2024-Q4 |
| 2 | MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ, MSTLW) | $1379.2T | 7927 | 2024-Q3 |
| 3 | NORGES BANK | $762.1T | 1845 | 2024-Q4 |
| 4 | RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) | $538.8T | 4673 | 2024-Q4 |
| 5 | JANE STREET GROUP, LLC | $426.4T | 5898 | 2024-Q4 |
| 6 | NATIONAL BANK OF CANADA /FI/ | $84.2T | 2727 | 2024-Q3 |
| 7 | SEI INVESTMENTS CO (SEIC) | $77.9T | 2721 | 2024-Q4 |
| 8 | Baird Financial Group, Inc. | $52.3T | 1746 | 2024-Q4 |
| 9 | MITSUBISHI UFJ FINANCIAL GROUP INC (MUFG, MBFJF) | $47.4T | 1 | 2024-Q4 |
| 10 | Cerity Partners LLC | $46.1T | 2415 | 2024-Q4 |
| 11 | TWO SIGMA INVESTMENTS, LP | $45.9T | 3107 | 2024-Q4 |
| 12 | FEDERATED HERMES, INC. (FHI) | $45.7T | 2067 | 2024-Q4 |
| 13 | Point72 Asset Management, L.P. | $45.4T | 1518 | 2024-Q4 |
| 14 | TWO SIGMA ADVISERS, LP | $43.2T | 2329 | 2024-Q4 |
| 15 | GROUP ONE TRADING LLC | $40.5T | 6549 | 2024-Q4 |