Top Fund Marketers

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Custodians, Auditors, Brokers & Marketers

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Fund Service Providers
Firms disclose their funds' custodians, auditors, brokers, and marketers on SEC IAPD Schedule D. These leaderboards rank each provider by the number of private funds it serves. Provider pages chart cumulative funds over time, by each fund's first filing year.
Overview Fund Sponsors / GPs Custodians Auditors Brokers Marketers
# Top Marketers Fund AUM Funds
6501 Regiment Securities 126.1 M 2
6502 Marston Moor 126.0 M 2
6503 Wonderful HK International Consultation Limited 125.8 M 10
6504 See Miscellaneous 125.6 M 8
6505 Jones Lang LaSalle 125.6 M 3
6506 Litman Gregory Wealth Management LLC 125.6 M 7
6507 Old Hall Advisors II 125.3 M 2
6508 Summit Financial LLC 125.3 M 2
6509 Pine Valley Private Wealth 125.3 M 1
6510 TFS Advisory Services 125.3 M 1
6511 Billow Butler & Company LLC 125.2 M 1
6512 Marathon Financial Group Inc 125.2 M 1
6513 Steve Samuels 125.0 M 14
6514 Mid Atlantic Capital Group 124.8 M 3
6515 Bank of West 124.7 M 1
6516 Bank of the West 124.7 M 1
6517 Old City Capital 124.5 M 1
6518 Arch Capital Ltd 124.5 M 1
6519 Cristina Osmena LLC 124.5 M 1
6520 Bluetower Associates LLP 124.5 M 4
6521 1 Seed Partners LLC 124.3 M 3
6522 Anchor Alternative Investment Limited 124.2 M 1
6523 Evolution Wealth Advisors LLC 124.2 M 4
6524 Marc Laserre SO Capital Advice 124.1 M 2
6525 Batzur Wealth Management Ltd 123.9 M 1
6526 ELLA Bernshein-Mager 123.9 M 1
6527 DBM BE Trader 123.9 M 1
6528 Diamond Capital Management Switzerland Ltd 123.9 M 1
6529 Diamond Capital Management Singapore PTE Ltd 123.9 M 1
6530 Lighthouse Financial Solutions 123.9 M 1
6531 Mivtach Simon Insurance Agencies Group 123.9 M 1
6532 Doron Kilchevski 123.9 M 1
6533 Arxcis Global Wealth Management Ltd 123.9 M 1
6534 ENO Eshcol Finance Ltd 123.9 M 1
6535 RSM US 123.9 M 1
6536 KATY Geler 123.9 M 1
6537 Israel ZUR 123.9 M 1
6538 More Investment Inc 123.9 M 1
6539 Rifka Hilda Lebowitz 123.9 M 1
6540 Rozensweig Legal Services 123.9 M 1
6541 PRS Investment Services Cayman Ltd 123.8 M 2
6542 Altex Partners SL 123.8 M 2
6543 Sizemore Capital Management LLC 123.8 M 5
6544 Clearly SO Ltd 123.6 M 1
6545 1251 Capital Group 123.5 M 1
6546 Can-Reach Consultants 123.5 M 1
6547 Zhaolong Immigration 123.5 M 1
6548 Neuberger Berman Investment Advisers LLC 123.5 M 2
6549 Avidian Wealth Solutions LLC 123.5 M 2
6550 Gilbert & Cook Inc 123.5 M 2
6551 Shepherd Kaplan LLC 123.5 M 2
6552 Avidian Wealth Solutions 123.5 M 2
6553 Cross Con Real Assets Capital Inc 123.4 M 1
6554 Ameriserv Trust and Financial Services Company 123.3 M 2
6555 BI Securities Investment Advisory Co Ltd 123.2 M 1
6556 Rivercircle Investments Limited 123.2 M 1
6557 GVP WLL 123.2 M 1
6558 Wasserstein Middle East Inc 123.2 M 1
6559 Wildhorn Securities Inc 123.2 M 1
6560 BT Capital Partners 123.2 M 1
6561 Kessler Gestion Sa 123.2 M 1
6562 Ivanovic & Company Limited 123.2 M 1
6563 Laborde Capital Limited 123.2 M 1
6564 Advanthedge Limited 123.2 M 1
6565 Rivoli Investment Holding 123.2 M 1
6566 Carlos KUO Tseng 123.2 M 1
6567 Gatemore Capital Management 123.2 M 2
6568 Berenberg Capital Markets LLC 123.2 M 1
6569 Tudor Pickering Holt & Co Securities Inc 123.2 M 1
6570 Tudor Pickering Holt & Co Securities LLC 123.2 M 1
6571 FOZ Consultoria de Investimentos LTDA 123.1 M 1
6572 GRW AG 123.1 M 1
6573 Werba Rubin Papier Wealth Management LLC 123.0 M 3
6574 Everest Holding SPRL 122.8 M 6
6575 Helix Associates Limited 122.7 M 2
6576 Banca March Sa 122.5 M 1
6577 Beyond Family Office 122.4 M 1
6578 Ark Group Holdings Hong Kong Ltd 122.1 M 3
6579 Rewire Securities LLC 122.0 M 1
6580 Singer Capital Markets Advisory LLP 122.0 M 1
6581 Swiss Capital Invest Holding Dublin Ireland 121.9 M 2
6582 Swiss Capital Invest Holding Dublin Limited 121.9 M 2
6583 William G Riels 121.9 M 3
6584 Pinnacle Group International 121.9 M 2
6585 American Enterprise Investment Services Inc 121.8 M 2
6586 Andrews Partners 121.8 M 2
6587 Ascent Capital Advisors America LLC 121.4 M 3
6588 Gatewood Securities LLC 121.3 M 2
6589 David RITZ 121.3 M 1
6590 SW Financial 121.3 M 12
6591 AZLA Advisors Ltd 120.9 M 1
6592 Wiley Bros-Aintree Capital LLC 120.8 M 2
6593 Azimuth Global Holdings Jersey Limited 120.8 M 1
6594 Summa Holdings Inc 120.8 M 4
6595 The New Asmterdam Group BV 120.3 M 1
6596 Catalyst Partners 120.3 M 1
6597 Kells Capital 120.3 M 1
6598 Coinvestor Ltd 120.3 M 1
6599 The Dumbarton Group 120.3 M 1
6600 Caledon Capital Partners LLP 120.3 M 2
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