Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
WILSHIRE ADVISORS LLC |
6210 |
801-36233 |
591801 |
273 |
$95,554,572,990 |
CHARLES SCHWAB INVESTMENT ADVISORY, INC |
151739 |
801-70737 |
495347 |
26 |
$66,080,242,938 |
GLOBAL RETIREMENT PARTNERS LLC |
172011 |
801-80074 |
25479 |
453 |
$119,814,842,543 |
NFP RETIREMENT INC. |
121254 |
801-66107 |
5162 |
205 |
$75,046,288,911 |
ICONIQ CAPITAL, LLC |
159198 |
801-72878 |
1416 |
452 |
$77,239,703,492 |
STEPSTONE GROUP LP |
143635 |
801-68079 |
308 |
585 |
$75,405,865,130 |
METROPOLITAN WEST ASSET MANAGEMENT LLC |
104571 |
801-53332 |
154 |
361 |
$108,490,998,296 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC |
156973 |
801-73726 |
125 |
607 |
$103,800,616,740 |
PATHWAY CAPITAL MANAGEMENT, LP |
108016 |
801-54251 |
107 |
233 |
$88,041,081,088 |
LEONARD GREEN & PARTNERS, L.P. |
158164 |
801-73794 |
74 |
83 |
$69,749,207,798 |
ALAN BILLER AND ASSOCIATES |
105283 |
801-48432 |
47 |
45 |
$70,279,110,589 |
PRIMECAP MANAGEMENT CO |
105516 |
801-19765 |
37 |
44 |
$117,232,900,412 |
HELLMAN & FRIEDMAN LLC |
158614 |
801-73341 |
32 |
110 |
$75,341,200,000 |
SILVER LAKE TECHNOLOGY MANAGEMENT, LLC |
161206 |
801-74182 |
25 |
247 |
$95,428,107,488 |
SB INVESTMENT ADVISERS (US) INC. |
286323 |
801-108927 |
1 |
268 |
$65,927,476,128 |