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.
23,780 advisers · snapshot 2026-08 · CSV
| Score | Firm | Location | HNW clients | Total AUM | Staff | Private funds | Real-estate funds |
|---|---|---|---|---|---|---|---|
| 0 | ZAI TECHNOLOGIES LLC talktozai.com/ |
Thousand Oaks, CA | — | — | 1 | — | |
| 0 | SCHWAB WEALTH ADVISORY, INC. | San Francisco, CA | — | — | 1,457 | — | |
| 0 | MOONVEST | — | — | 2 | — | ||
| 0 | QUANTITATIVE FINANCE LLC quantitativefinance.io/ |
— | — | 2 | — | ||
| 0 | TREEVIEW CAPITAL treeview.capital |
0 | — | 1 | — | ||
| 0 | MLR RETIREMENT SERVICES | — | — | 1 | — | ||
| 0 | RAC STRATEGIC PARTNERS | — | — | 1 | — | ||
| 0 | CLARITY CROSS BORDER PLANNING claritycrossborder.com |
Edmonton, Alberta | — | — | 1 | — | |
| 0 | FINDICIA, INC. findicia.com/ |
Raleigh, NC | 0 | — | 1 | — | |
| 0 | ALFA ALGORITHMS HK LIMITED | Tsim Sha Tsui, Kowloon | — | — | 2 | — | |
| 0 | ETB CONSULTING | Irvington, VA | — | — | 1 | — | |
| 0 | DITTO & POWERS, LLC | Cockeysville, MD | — | — | 2 | — | |
| 0 | NUTS2INVEST.COM, LLC nuts2invest.com |
— | — | 1 | — | ||
| 0 | VLB CAPITAL | Weston, FL | 0 | — | 2 | — | |
| 0 | BERNSTEIN INSTITUTIONAL SERVICES LLC autonomous.com |
New York, NY | — | — | 282 | — | |
| 0 | STAR HARBOR INVESTMENTS INC starharborinvestments.com |
— | — | 1 | — | ||
| 0 | SAVILE PRIVATE WEALTH LLC | Sheridan, WY | — | — | 2 | — | |
| 0 | SCIRE FUND III GP, LLC senecacp.com |
Denver, CO | — | — | 1 | — | |
| 0 | ALTRUIST LLC altruist.com |
Culver City, CA | 0 | — | 348 | — | |
| 0 | "THE PILOT'S ADVISOR," LLC retirepilots.com |
— | — | 1 | — | ||
| 0 | NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC x.com/nm_financial |
Milwaukee, WI | — | — | 2,294 | — | |
| 0 | HARBOURVEST REGISTERED ADVISERS II harbourvest.com |
Boston, MA | — | — | 1,204 | — | |
| 0 | BARD PARTNERS LLC | — | — | 1 | — | ||
| 0 | KESTENBAUM CAPITAL, LLC | — | — | 1 | — | ||
| 0 | CLERA askclera.com |
Bakersfield, CA | 0 | — | 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.