Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
MORNINGSTAR INVESTMENT MANAGEMENT LLC |
108031 |
801-56896 |
236964 |
373 |
$54,693,200,000 |
WILLIAM BLAIR & COMPANY L.L.C. |
1252 |
801-688 |
49755 |
440 |
$49,981,350,919 |
CIBC PRIVATE WEALTH ADVISORS, INC. |
109644 |
801-57986 |
29445 |
539 |
$57,308,548,955 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. |
111135 |
801-27047 |
13396 |
185 |
$45,167,962,000 |
CRESSET ASSET MANAGEMENT, LLC |
288566 |
801-110753 |
3961 |
402 |
$52,506,642,484 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
173961 |
801-80640 |
1115 |
372 |
$67,246,025,476 |
FIDUCIENT ADVISORS LLC |
106720 |
801-48820 |
1094 |
218 |
$55,897,061,358 |
GCM GROSVENOR L.P. |
108654 |
801-54965 |
408 |
492 |
$82,438,165,916 |
ADAMS STREET PARTNERS, LLC |
109358 |
801-58169 |
355 |
295 |
$56,097,229,821 |
LSV ASSET MANAGEMENT |
109918 |
801-47689 |
264 |
43 |
$96,001,136,901 |
MILLIMAN FINANCIAL RISK MANAGEMENT LLC |
159377 |
801-73056 |
169 |
182 |
$42,927,399,019 |
TOWERS WATSON INVESTMENT SERVICES, INC. |
110473 |
801-46008 |
123 |
208 |
$51,371,522,113 |
PPM AMERICA INC |
107269 |
801-40783 |
57 |
209 |
$73,144,844,083 |
BDT CAPITAL PARTNERS |
160914 |
801-73499 |
45 |
421 |
$49,693,263,827 |
HARBOR CAPITAL ADVISORS, INC. |
113042 |
801-60367 |
13 |
224 |
$50,549,495,026 |