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
8001 Yarger Wealth Strategies LLC 44.1 M 1
8002 Bruce Colin and Company 44.1 M 1
8003 Taurus Wealth Advisors Limited 44.1 M 1
8004 Three Comma Capital Advisors Limited 44.1 M 1
8005 NW Advisors 44.1 M 3
8006 Introvest PTY Limited 44.1 M 1
8007 Phoenix Finance Partners Ltd 43.9 M 1
8008 AIG Life of Bermuda Ltd 43.9 M 1
8009 Terrain Placement Services 43.9 M 1
8010 Majilis Investment Management LLC 43.8 M 1
8011 Barry Hertz 43.8 M 2
8012 Samuel A Ramirez & Co Inc 43.6 M 1
8013 Andrews Securities LLC 43.6 M 1
8014 Clarity Capital KCPS Ltd 43.6 M 7
8015 JFG Wealth Management LLC 43.6 M 1
8016 Goodhart Partners US LLP 43.5 M 1
8017 Sciens Group Fund Services Limited 43.5 M 1
8018 Sciens Investment Management LLC 43.5 M 1
8019 CTSP Funds Management PTY Limited 43.5 M 1
8020 Douglas Financial LLC 43.5 M 1
8021 DMS Capital Solutions UK Limited 43.5 M 1
8022 Vipul Sagar 43.4 M 1
8023 Donald Abramson 43.4 M 1
8024 Gary Klopfenstein 43.4 M 1
8025 Ronald Pelosi 43.3 M 4
8026 TCP Corporate Advisory Limited 43.3 M 1
8027 Brooke C Farley 43.2 M 1
8028 Principal 43.2 M 1
8029 Beijing Zhongtou Yousheng Business Management Consulting Co Ltd 43.2 M 3
8030 Dyal Advisors LLC 43.1 M 1
8031 ATAJ 43.1 M 1
8032 Value Fund Management Cayman Limited 43.1 M 1
8033 Value Fund Management Cayman Limted 43.1 M 1
8034 Royal Bank of Canada Hong Kong Branch 43.0 M 1
8035 Waystone Investment Management IE Ltd 43.0 M 1
8036 RBC Investment Services Asia Ltd 43.0 M 1
8037 Waystone Management Company IE Ltd 43.0 M 1
8038 Royal Bank of Canada Singapore Branch 43.0 M 1
8039 Truncus Wealth NV Belgium 43.0 M 1
8040 Nina Lesavoy 43.0 M 1
8041 Rick Simms 43.0 M 1
8042 Gem Capital LLC 43.0 M 1
8043 Congress Wealth Management LLC 43.0 M 1
8044 Black Creek Wealth Management LLC 42.9 M 1
8045 James E Reinmuth 42.9 M 2
8046 Miracle Mile Advisors LLC 42.9 M 2
8047 George King 42.9 M 2
8048 Copperstone Partners LLC 42.9 M 2
8049 M Capital Group LLC 42.9 M 2
8050 Corinium Capital Limited 42.9 M 1
8051 RM Capital Management 42.8 M 1
8052 Hamersley Partners 42.8 M 1
8053 Calyon Securities USA Inc 42.7 M 1
8054 Granito Capital 42.7 M 2
8055 Dynamic Wealth Advisors 42.7 M 1
8056 Ballast Point Ventures 42.7 M 1
8057 LNW 42.6 M 2
8058 IKE Group 42.6 M 3
8059 Newport Coast Asset Management 42.6 M 1
8060 Strategic Income Group LLC 42.6 M 2
8061 Maclean Securites 42.6 M 2
8062 This Capital LLP 42.5 M 3
8063 Epiqwest Culver Wealth Advisors LLC 42.4 M 2
8064 Cohesion Wealth Management LLC 42.4 M 2
8065 XT Capital 42.3 M 1
8066 Nahmani Partners 42.2 M 1
8067 Ken Hokugo 42.1 M 1
8068 Silverstone Partners Inc 42.0 M 1
8069 Craft Capital Management LLC 42.0 M 4
8070 African-American Credit Union Coalition 42.0 M 1
8071 Quadrant Capital Management LLC 42.0 M 1
8072 Gries Financial Partners 42.0 M 1
8073 Pettinga Financial Advisors LLC 42.0 M 1
8074 Gries Financial LLC 42.0 M 1
8075 GFP Private Wealth 42.0 M 1
8076 Kapitalforeningen TRYG Invest 42.0 M 1
8077 Lnsfrskringar Fondliv Frskringsaktiebolag LF 42.0 M 1
8078 Lansforsakringar Fondliv Forsakringsaktiebolag LF 42.0 M 1
8079 Banco Bilbao Vizcaya Argentaria Sa 41.9 M 1
8080 Japan Alternative Investment Company Ltd 41.9 M 3
8081 Tigern Advisory Ltd 41.9 M 1
8082 Global Strategic Investment Solutions 41.8 M 1
8083 Global Strategic NextGen OCIO 41.8 M 1
8084 Offerboard Securities 41.8 M 2
8085 Carrollton Capital Partners LLC 41.8 M 2
8086 Tamim Funds Management PTY Ltd 41.8 M 1
8087 Silver Q Partners 41.7 M 1
8088 Brookdell BioVentures Management LLC 41.7 M 1
8089 Jmcco LLC 41.6 M 1
8090 Verity Capital 41.6 M 1
8091 Knight Capital Partners LLC 41.6 M 1
8092 Arban Group AG 41.6 M 1
8093 Robert RANS 41.5 M 2
8094 Strategic Financial Solutions 41.5 M 2
8095 ALFI Partners 41.5 M 2
8096 The Commercial Bank of Qatar QSC 41.5 M 3
8097 Edward G Vickery 41.4 M 1
8098 Stonebridge Capital Partners LLC 41.4 M 1
8099 Itinerant-GPS US LLC 41.4 M 1
8100 Migdal Investment Banking 41.3 M 1
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