Skip to content
INVESTORTRUST HUB

InvestorTrustHub specialist search

Research investment advisers

What do you want to find out?

Natural language is mapped to bounded SEC/IARD and Form ADV research. Registration is not endorsement, and missing evidence is not a clean history.

We interpreted your question as

Research task
raum research
Firm class
RIA
RAUM
{"min":1000000000,"maxExclusive":10000000000,"bandId":"from1bTo10b"} (Form ADV Item 5F(2)(c), USD)

Natural-language parsing and regulatory execution stay separate. Change the question and resubmit.

Distribution

  • Matching firm facts4,023

form_adv_firm_facts rows matching filters

  1. GREENWICH WEALTH MANAGEMENT, LLC

    Registered investment adviser (RIA)
    CRD
    142820
    Principal office
    GREENWICH, CT, 06830
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,518,612,898.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management; Hourly charges; Fixed fees
    Latest ADV filing in extract
    2026-07-28
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Research identity — public firm report not currently published.

    Trace this result
    Identity
    Firm CRD 142820; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    No public research profile is currently published for this identity

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Open firm search for this CRD

  2. DEER PARK ROAD MANAGEMENT COMPANY, LP

    Registered investment adviser (RIA)
    CRD
    140370
    Principal office
    STEAMBOAT SPRINGS, CO, 80487
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,515,813,209.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management; Performance-based fees
    Latest ADV filing in extract
    2026-04-29
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Research identity — public firm report not currently published.

    Trace this result
    Identity
    Firm CRD 140370; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    No public research profile is currently published for this identity

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Open firm search for this CRD

  3. BRYN MAWR TRUST ADVISORS, LLC

    Registered investment adviser (RIA)
    CRD
    285359
    Principal office
    PHILADELPHIA, PA, 19103
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,513,817,710.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management; Hourly charges; Fixed fees
    Latest ADV filing in extract
    2026-07-21
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Research identity — public firm report not currently published.

    Trace this result
    Identity
    Firm CRD 285359; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    No public research profile is currently published for this identity

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Open firm search for this CRD

  4. BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS

    Registered investment adviser (RIA)
    CRD
    137813
    Principal office
    NEW YORK, NY, 10022
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,513,724,722.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management; Performance-based fees
    Latest ADV filing in extract
    2026-07-30
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Research identity — public firm report not currently published.

    Trace this result
    Identity
    Firm CRD 137813; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    No public research profile is currently published for this identity

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Open firm search for this CRD

  5. EQUITY INVESTMENT CORP

    Registered investment adviser (RIA)
    CRD
    283930
    Principal office
    ATLANTA, GA, 30309
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,509,589,101.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management
    Latest ADV filing in extract
    2026-03-19
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Research identity — public firm report not currently published.

    Trace this result
    Identity
    Firm CRD 283930; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    No public research profile is currently published for this identity

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Open firm search for this CRD

  6. ANDROS CAPITAL PARTNERS LLC

    Registered investment adviser (RIA)
    CRD
    310641
    Principal office
    HOUSTON, TX, 77056
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,508,954,787.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management; Performance-based fees
    Latest ADV filing in extract
    2026-03-27
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Research identity — public firm report not currently published.

    Trace this result
    Identity
    Firm CRD 310641; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    No public research profile is currently published for this identity

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Open firm search for this CRD

  7. STELLUS CAPITAL MANAGEMENT, LLC

    Registered investment adviser (RIA)
    CRD
    160115
    Principal office
    HOUSTON, TX, 77027
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,508,120,289.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management; Performance-based fees
    Latest ADV filing in extract
    2026-07-14
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Research identity — public firm report not currently published.

    Trace this result
    Identity
    Firm CRD 160115; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    No public research profile is currently published for this identity

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Open firm search for this CRD

  8. FOUNDRY GROUP, LLC

    Registered investment adviser (RIA)
    CRD
    159541
    Principal office
    BOULDER, CO, 80302
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,499,682,094.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management; Performance-based fees
    Latest ADV filing in extract
    2026-03-26
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Research identity — public firm report not currently published.

    Trace this result
    Identity
    Firm CRD 159541; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    No public research profile is currently published for this identity

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Open firm search for this CRD

  9. GLOBAL FOREST PARTNERS LP

    Registered investment adviser (RIA)
    CRD
    127064
    Principal office
    LEBANON, NH, 03766
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,499,624,000.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management; Fixed fees; Performance-based fees
    Latest ADV filing in extract
    2026-04-29
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Research identity — public firm report not currently published.

    Trace this result
    Identity
    Firm CRD 127064; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    No public research profile is currently published for this identity

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Open firm search for this CRD

  10. VALLEY FORGE INVESTMENT CONSULTANTS, INC.

    Registered investment adviser (RIA)
    CRD
    123898
    Principal office
    AUDUBON, PA, 19403
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,492,195,058.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management; Hourly charges; Fixed fees
    Latest ADV filing in extract
    2026-03-30
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Trace this result
    Identity
    Firm CRD 123898; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    Public research profile published

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Research this adviser

  11. ADVISOR RESOURCE COUNCIL

    Registered investment adviser (RIA)
    CRD
    164109
    Principal office
    DALLAS, TX, 75248
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,486,476,414.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management; Hourly charges; Fixed fees
    Latest ADV filing in extract
    2026-03-31
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Research identity — public firm report not currently published.

    Trace this result
    Identity
    Firm CRD 164109; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    No public research profile is currently published for this identity

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Open firm search for this CRD

  12. SYSTEMATIC ALPHA INVESTMENTS, LLC

    Registered investment adviser (RIA)
    CRD
    297693
    Principal office
    PRINCETON, NJ, 08540
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,485,822,068.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management; Fixed fees
    Latest ADV filing in extract
    2026-03-23
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Research identity — public firm report not currently published.

    Trace this result
    Identity
    Firm CRD 297693; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    No public research profile is currently published for this identity

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Open firm search for this CRD

  13. 1607 CAPITAL PARTNERS, LLC

    Registered investment adviser (RIA)
    CRD
    144758
    Principal office
    RICHMOND, VA, 23219
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,485,002,438.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management; Performance-based fees
    Latest ADV filing in extract
    2026-03-17
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Research identity — public firm report not currently published.

    Trace this result
    Identity
    Firm CRD 144758; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    No public research profile is currently published for this identity

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Open firm search for this CRD

  14. AEA ENTERPRISE PARTNERS MANAGEMENT LP

    Registered investment adviser (RIA)
    CRD
    132753
    Principal office
    NEW YORK, NY, 10022
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,481,197,141.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management; Performance-based fees
    Latest ADV filing in extract
    2026-06-04
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Research identity — public firm report not currently published.

    Trace this result
    Identity
    Firm CRD 132753; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    No public research profile is currently published for this identity

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Open firm search for this CRD

  15. KATHMERE CAPITAL MANAGEMENT, LLC

    Registered investment adviser (RIA)
    CRD
    305118
    Principal office
    WAYNE, PA, 19087
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,478,172,971.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management; Fixed fees; Performance-based fees
    Latest ADV filing in extract
    2026-07-27
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Research identity — public firm report not currently published.

    Trace this result
    Identity
    Firm CRD 305118; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    No public research profile is currently published for this identity

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Open firm search for this CRD

  16. FCP

    Registered investment adviser (RIA)
    CRD
    161468
    Principal office
    CHEVY CHASE, MD, 20815
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,477,753,977.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management; Performance-based fees
    Latest ADV filing in extract
    2026-05-08
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Research identity — public firm report not currently published.

    Trace this result
    Identity
    Firm CRD 161468; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    No public research profile is currently published for this identity

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Open firm search for this CRD

  17. ARBOR INVESTMENTS MANAGEMENT, LLC

    Registered investment adviser (RIA)
    CRD
    157442
    Principal office
    PALM BEACH, FL, 33480
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,476,578,967.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management; Performance-based fees; Other
    Latest ADV filing in extract
    2026-05-20
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Research identity — public firm report not currently published.

    Trace this result
    Identity
    Firm CRD 157442; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    No public research profile is currently published for this identity

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Open firm search for this CRD

  18. DOUBLELINE ALTERNATIVES LP

    Registered investment adviser (RIA)
    CRD
    175212
    Principal office
    TAMPA, FL, 33602
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,473,833,512.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management
    Latest ADV filing in extract
    2026-03-31
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Research identity — public firm report not currently published.

    Trace this result
    Identity
    Firm CRD 175212; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    No public research profile is currently published for this identity

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Open firm search for this CRD

  19. MAIN POST PARTNERS

    Registered investment adviser (RIA)
    CRD
    172703
    Principal office
    SAN FRANCISCO, CA, 94111
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,472,075,282.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management; Performance-based fees; Other
    Latest ADV filing in extract
    2026-06-12
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Research identity — public firm report not currently published.

    Trace this result
    Identity
    Firm CRD 172703; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    No public research profile is currently published for this identity

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Open firm search for this CRD

  20. CLOVER CREDIT MANAGEMENT, LLC

    Registered investment adviser (RIA)
    CRD
    307632
    Principal office
    NEW YORK, NY, 10154
    RAUM (Item 5F(2)(c))
    $3.5 billion ($3,471,419,706.00)
    Compensation methods (Item 5.E)
    Percentage of assets under management; Performance-based fees
    Latest ADV filing in extract
    2026-03-30
    Source status text
    Approved

    Why this matched. This firm matches because it is classified as an RIA in the current SEC/IARD roster, it reports RAUM $1B–under $10B on Form ADV Item 5F(2)(c).

    Evidence available

    SEC/IARD firm identity, current Form ADV facts, reported RAUM, compensation methods, affiliations and filing date where present.

    Research identity — public firm report not currently published.

    Trace this result
    Identity
    Firm CRD 307632; Registered investment adviser (RIA)
    Source as of
    Official publication date not established
    Geography meaning
    Not geography-filtered
    Publication
    No public research profile is currently published for this identity

    RAUM is reported size, not performance. Compensation fields are methods, not fee amounts. Registration is not endorsement.

    Open firm search for this CRD
Trace this query
Contract
investor-ask-v1
Source dataset
sec_ia_ria
Official as-of / retrieved
Not established for all returned rows / 2026-08-18
Source clock meaning
Source releases attached to returned firm facts; unknown publication dates remain unknown. Release labels are not converted to official effective dates.

sec_ia_ria; release label 2026-08-03; official publication not established; retrieved 2026-08-18; fingerprint not recorded.

Geography meaning
Not geography-filtered
RAUM units
USD as reported on Form ADV Item 5F(2)(c)
Compensation taxonomy
Form ADV Item 5.E(1)–5.E(7) Y/N methods
Identifier method
Not an identifier query
Elapsed
329 ms
  • Ask does not invent firm facts. Results come from the current SEC/IARD extract.
  • RIA is not ERA. Counts stay in their class.
  • Principal office is not client geography.
  • RAUM is Item 5F(2)(c), not performance.
  • Item 5.E methods are not fee amounts.
  • Missing disclosure is not a clean history.
  • Public firm reports are a publication gate (Wave-1), not a ranking.