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Every registered adviser with $100M or more, on the record
Advisers file Form ADV with the SEC and keep it current. Find yours: where they are, how they are registered, and, for members, the assets, accounts and people behind the name. If they also file quarterly holdings, the book they run is here too.
Searches every listed adviser. Results link to each adviser's page.
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The largest, by assets they report
Regulatory assets under management, Form ADV item 5F, shown as a band to every visitor. The figures are for members.
- 1VANGUARD GROUP INCMALVERN, PAfiles quarterly holdings$10B+
- 2VANGUARD CAPITAL MANAGEMENT, LLCMALVERN, PAfiles quarterly holdings$10B+
- 3FIDELITY MANAGEMENT & RESEARCH COMPANY LLCBOSTON, MA$10B+
- 4BLACKROCK FUND ADVISORSSAN FRANCISCO, CA$10B+
- 5CAPITAL RESEARCH AND MANAGEMENT COMPANYLOS ANGELES, CA$10B+
- 6PACIFIC INVESTMENT MANAGEMENT COMPANY LLCNEWPORT BEACH, CA$10B+
- 7J.P. MORGAN INVESTMENT MANAGEMENT INC.NEW YORK, NY$10B+
- 8VANGUARD PORTFOLIO MANAGEMENT, LLCMALVERN, PAfiles quarterly holdings$10B+
- 9GOLDMAN SACHS ASSET MANAGEMENT, L.P.NEW YORK, NY$10B+
- 10T. ROWE PRICE ASSOCIATES, INC.BALTIMORE, MDfiles quarterly holdings$10B+
Have an adviser? See what they do with the whole book. Gold
Put their disclosed holdings beside your own portfolio and follow each quarter's moves. Observation only, never a trade.
Source: Form ADV filings with the SEC, via the public adviser directory, refreshed monthly; quarterly holdings via EDGAR. Registered advisers reporting $100M or more, and every internet adviser. Firm facts only; no individuals on this page. Educational analysis of published data: insight, not advice.