Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
WILSHIRE |
6210 |
801-36233 |
373588 |
298 |
$94,873,146,068 |
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC |
108559 |
801-56293 |
56585 |
690 |
$86,270,585,130 |
APERIO GROUP, LLC |
111616 |
801-57184 |
16173 |
170 |
$80,212,688,341 |
NFP RETIREMENT INC. |
121254 |
801-66107 |
5514 |
219 |
$96,454,495,427 |
ICONIQ CAPITAL, LLC |
159198 |
801-72878 |
1477 |
451 |
$84,187,372,139 |
CAPITAL BANK AND TRUST COMPANY |
170017 |
801-79234 |
536 |
151 |
$75,863,757,861 |
STEPSTONE GROUP LP |
143635 |
801-68079 |
337 |
689 |
$85,687,398,665 |
METROPOLITAN WEST ASSET MANAGEMENT LLC |
104571 |
801-53332 |
146 |
348 |
$102,770,713,223 |
PANTHEON |
153425 |
801-71327 |
115 |
110 |
$71,532,004,176 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC |
156973 |
801-73726 |
109 |
666 |
$100,968,246,570 |
PATHWAY CAPITAL MANAGEMENT, LP |
108016 |
801-54251 |
109 |
235 |
$87,787,751,721 |
LEONARD GREEN & PARTNERS, L.P. |
158164 |
801-73794 |
84 |
87 |
$77,831,733,868 |
HELLMAN & FRIEDMAN LLC |
158614 |
801-73341 |
42 |
120 |
$105,674,000,000 |
PRIMECAP MANAGEMENT CO |
105516 |
801-19765 |
37 |
40 |
$134,476,880,987 |
SILVER LAKE TECHNOLOGY MANAGEMENT, LLC |
161206 |
801-74182 |
27 |
264 |
$102,036,807,138 |