SEC Form ADV · registered investment advisers
Allocator Index
Advisers who plausibly allocate client money to private real estate. Scored for "would a partner take this call": an existing real-estate fund is the strongest signal; mega-RIAs are deliberately down-weighted. Start with tier one.
24,104 advisers · snapshot 2026-10 · CSV
| Score | Firm | Location | HNW clients | Total AUM | Staff | Private funds | Real-estate funds |
|---|---|---|---|---|---|---|---|
| 0 | STAR HARBOR INVESTMENTS INC starharborinvestments.com |
— | — | 1 | — | ||
| 0 | INRI goinri.com/ |
Mountain View, CA | — | — | 1 | — | |
| 0 | BOON INVESTMENT GROUP, INC. boongroup.com/ & www.linkedin.com/company/the-boon-goup/ |
Austin, TX | — | — | 1 | — | |
| 0 | SENSTOMI senstomi.com |
Southfield, MI | — | — | 1 | — | |
| 0 | MOONVEST | — | — | 2 | — | ||
| 0 | UPTURN CORPORATION upturn.io |
0 | — | 1 | — | ||
| 0 | MACNICOL & ASSOCIATES ASSET MANAGEMENT US LLC macnicol.com/ |
Toronto, Ontario | 0 | — | 1 | — | |
| 0 | SYMFONIE CAPITAL / SYMFONIE INVESTMENT ADVISORS symfoniecapital.com |
London | — | — | 1 | — | |
| 0 | INSTITUTIONAL SHAREHOLDER SERVICES INC. x.com/issgovernance |
Rockville, MD | 0 | — | 3,350 | — | |
| 0 | SOOTCHY SECURITIES, LLC sootchysecurities.com/ |
0 | — | 1 | — | ||
| 0 | KESTENBAUM CAPITAL, LLC | — | — | 1 | — | ||
| 0 | CESTRIAN CAPITAL RESEARCH, INC youtube.com/@cestriancapitalresearch |
— | — | 1 | — | ||
| 0 | ALLIANCEBERNSTEIN HOLDING L.P. twitter.com/ab_insights |
Nashville, TN | — | — | 0 | — | |
| 0 | R2 ASSET MANAGEMENT, LLC r2asset.com/ |
Curitiba Parana | — | — | 1 | — | |
| 0 | MASON INVESTMENTS LIMITED | Hong Kong | — | — | 1 | — | |
| 0 | ZAI TECHNOLOGIES LLC talktozai.com/ |
Thousand Oaks, CA | 0 | — | 1 | — | |
| 0 | POM WEALTH MANAGEMENT US LLC | São Paulo | 0 | — | 2 | — | |
| 0 | ETB CONSULTING | Irvington, VA | — | — | 1 | — | |
| 0 | NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC x.com/nm_financial |
Milwaukee, WI | — | — | 2,294 | — | |
| 0 | BRIDGEBAY FINANCIAL, INC. bridgebay.com |
San Ramon, CA | — | — | 2 | — | |
| 0 | HARBOURVEST REGISTERED ADVISERS II harbourvest.com |
Boston, MA | — | — | 1,204 | — | |
| 0 | STONEHENGE RETIREMENT PLANNERS stonehengerp.com |
0 | — | 1 | — | ||
| 0 | SPRINGBOX AI, LTD facebook.com/springboxai/ |
Dubai | 0 | — | 2 | — | |
| 0 | PERSPECTEC INCORPORATED perspectec.com/ |
Toronto, Ontario | — | — | 0 | — | |
| 0 | SILO FINANCIAL LLC youtube.com/c/logicallyanswered |
— | — | 2 | — |
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See plansSource: SEC Form ADV bulk compilation (Part 1A, Schedule D 7.B.(1)). An adviser is a distribution partner, not a prospect — the opening is a business conversation, which is permitted under either Reg D exemption.