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 |
|---|---|---|---|---|---|---|---|
| 100 | STANSBERRY ASSET MANAGEMENT, LLC linkedin.com/company/10654485/ |
Westlake, TX | 579 | $1.29B | 34 | yes | SAM ALTERNATIVE INVESTMENT OPPORTUNITES FUND 3 |
| 98 | GRYPHON FINANCIAL PARTNERS linkedin.com/company/gryphon-financial-partners |
Columbus, OH | 341 | $2.44B | 31 | yes | GREC LONG STREET PARTNERS LLC · GRYPHON AC HOTEL LLC |
| 98 | IFC ADVISORS LLC ifcadvisors.com/ |
Los Angeles, CA | 270 | $2.34B | 18 | yes | IFC WOLVERTON, LLC |
| 98 | OPEROSE ADVISORS LLC linkedin.com/company/operose-partners |
Milwaukee, WI | 302 | $2.04B | 20 | yes | OPEROSE CAPITAL REAL ESTATE I LP, LLC |
| 98 | LEE FINANCIAL COMPANY, LLC linkedin.com/company/leefinancialadvisor |
Dallas, TX | 220 | $1.68B | 39 | yes | LFC HORIZON |
| 98 | PASADENA PRIVATE WEALTH, LLC pasadenaprivatewealth.com |
Pasadena, CA | 255 | $1.62B | 19 | yes | PASADENA PRIVATE REAL ESTATE FUND 1 LP · PASADENA PRIVATE REAL ESTATE FUND 2 LP |
| 98 | AWM CAPITAL, LLC twitter.com/athletewealth |
Phoenix, AZ | 236 | $1.49B | 38 | yes | BAYWOOD RANCH LP |
| 98 | HOWARD FINANCIAL SERVICES, LTD. hfs-wm.com |
Dallas, TX | 259 | $1.4B | 24 | yes | HFS WESTLAND GA LOTS, LP · HFS PHOENIX 07 FUND LP |
| 98 | CANAL CAPITAL MANAGEMENT, LLC canalcapitalmanagement.com |
Richmond, VA | 288 | $1.28B | 6 | yes | HAXALL POINT INCOME FUND III, LP · HAXALL POINT INCOME FUND I, LP |
| 98 | WATTS GWILLIAM & COMPANY, LLC wgwealthpath.com |
Gilbert, AZ | 458 | $1.03B | 9 | yes | VISTA CAPITAL FUND III, LLC · VISTA CAPITAL FUND IV: AK COURTYARD, LLC |
| 98 | FORTITUDE FAMILY OFFICE linkedin.com/company/fortitude-family-office/ |
Scottsdale, AZ | 312 | $1.0B | 28 | yes | FORTITUDE REAL ESTATE CREDIT, L.P. |
| 98 | VIZCAYA CAPITAL, LLC vizcayacapital.com |
Miami, FL | 345 | $631.4M | 9 | yes | GLIDE FUND SPC LTD VIZCAYA LENDING SEGREGATED PORTFOLIO |
| 98 | CWC ADVISORS, LLC cwcgroup.com |
Lake Oswego, OR | 231 | $445.3M | 9 | yes | ALERA BRIDGE FUND LLC |
| 98 | SAGE CAPITAL MANAGEMENT LLC linkedin.com/in/lawrence-busch-5039155/ |
249 | $368.6M | 3 | yes | MW SAGE FUND 1 LLC | |
| 94 | COASTEDGE PARTNERS, LLC linkedin.com/company/coastedge-partners-llc |
San Diego, CA | 131 | $2.14B | 16 | yes | COASTEDGE REAL ESTATE, LLC |
| 94 | CORUNDUM GROUP, INC. linkedin.com/company/the-corundum-group-colorado |
Colorado Springs, CO | 76 | $1.69B | 12 | yes | CORUNDUM DIVERSIFIED APARTMENT FUND VI, LLC · CORUNDUM DIVERSIFIED APARTMENT FUND IV QP, LLC |
| 94 | OMNIA FAMILY WEALTH, LLC linkedin.com/company/omnia-family-wealth |
Aventura, FL | 92 | $994.6M | 10 | yes | OMNIA REAL ESTATE DEBT INCOME FUND, LLC |
| 94 | FREEGULLIVER, LLC freegulliver.com |
New Orleans, LA | 87 | $836.6M | 17 | yes | LAUREL REAL ESTATE FUND I LLC · OCTAVIA 805 LEA LLC |
| 94 | PIN OAK INVESTMENT ADVISORS INC pinoak.com |
Houston, TX | 175 | $784.8M | 12 | yes | PIN OAK REAL ESTATE INCOME FUND |
| 94 | PACIFICA CAPITAL INVESTMENTS pacificacapital.net |
87 | $747.6M | 4 | yes | RAF PACIFICA OPPORTUNITY TEXAS FUND VIII, LLC · RAF PACIFICA GROUP - REAL ESTATE FUND II, LLC | |
| 94 | DIESSLIN GROUP, INC. diesslin.com |
Fort Worth, TX | 147 | $696.3M | 12 | yes | DIESSLIN REAL ESTATE OPPORTUNITIES FUND I, LTD. |
| 94 | ACUMEN WEALTH ADVISORS, LLC facebook.com/acumenwealthadvisors |
Chattanooga, TN | 144 | $638.5M | 17 | yes | CUMBERLAND LAUREL FUND I, LLC |
| 94 | TREVIAN WEALTH MANAGEMENT, LLC trevianwealth.com/ |
81 | $615.5M | 4 | yes | YORK REAL ESTATE FUND I, L.P. | |
| 94 | MAINSAIL ASSET MANAGEMENT, LLC investprudently.com/ |
Birmingham, AL | 91 | $598.8M | 7 | yes | FIRST AVENUE INFRASTRUCTURE II, LLC · FIRST AVENUE BRIDGE EQUITY, LLC |
| 94 | HOLCOMBE FINANCIAL, INC. holcombefinancial.com |
Atlanta, GA | 96 | $451.6M | 5 | yes | HF RETAIL INCOME FUND, LLC · HF FMC INCOME FUND II, LLC |
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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.