Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
MORNINGSTAR INVESTMENT MANAGEMENT LLC |
108031 |
801-56896 |
290504 |
364 |
$51,915,800,000 |
ENVESTNET PORTFOLIO SOLUTIONS, INC. |
109662 |
801-43579 |
178147 |
479 |
$35,773,505,677 |
WILLIAM BLAIR & COMPANY L.L.C. |
1252 |
801-688 |
44686 |
459 |
$41,721,600,830 |
CIBC PRIVATE WEALTH ADVISORS, INC. |
109644 |
801-57986 |
35555 |
455 |
$51,105,957,813 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. |
111135 |
801-27047 |
13623 |
197 |
$45,722,799,000 |
CRESSET ASSET MANAGEMENT, LLC |
288566 |
801-110753 |
3775 |
383 |
$40,730,067,238 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
173961 |
801-80640 |
1094 |
377 |
$56,044,084,183 |
FIDUCIENT ADVISORS LLC |
106720 |
801-48820 |
1061 |
215 |
$40,020,772,510 |
ADAMS STREET PARTNERS, LLC |
109358 |
801-58169 |
309 |
263 |
$51,915,260,870 |
MILLIMAN FINANCIAL RISK MANAGEMENT LLC |
159377 |
801-73056 |
248 |
205 |
$42,884,691,036 |
GROSVENOR CAPITAL MANAGEMENT, L.P. |
108654 |
801-54965 |
189 |
335 |
$34,351,980,606 |
RREEF AMERICA L.L.C. |
109596 |
801-55209 |
126 |
144 |
$46,482,529,936 |
PPM AMERICA INC |
107269 |
801-40783 |
55 |
217 |
$71,536,517,398 |
BDT CAPITAL PARTNERS |
160914 |
801-73499 |
36 |
393 |
$41,035,279,854 |
HARBOR CAPITAL ADVISORS, INC. |
113042 |
801-60367 |
6 |
207 |
$38,762,162,820 |