Data / Investment advisers / Georgia / Vident Asset Management
Vident Asset Management, Alpharetta, GA: $22 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Vident Asset Management is an SEC registered investment adviser with its main office in Alpharetta, Georgia and reports $22 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include investment companies, pooled investment vehicles and high net worth individuals. It is paid through a percentage of assets under management, fixed fees and other fees.
The request: Watch Vident Asset Management (CRD number 286622): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 286622
- SEC file number
- 801-114538
- SEC status
- Approved, effective January 28, 2019
- Legal name
- Vident Advisory, LLC
- Main office
- 1125 Sanctuary Pkwy Suite 515, Alpharetta, GA 30009
- Phone
- (404) 267-1501
- Website
- videntam.com
- Regulatory AUM
- $22,023,570,595 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $20,876,257,781
- Non discretionary AUM
- $1,147,312,814
- Accounts
- 1,962
- Employees
- 38, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Other offices
- 6
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 87 | $12.49 billion |
| Pooled investment vehicles | 22 | $4.78 billion |
| High net worth individuals | 720 | $3.09 billion |
| Charitable organizations | 64 | $1.21 billion |
| Individuals (other than high net worth individuals) | 588 | $412.4 million |
| Corporations or other businesses | 11 | $47.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $22.02 billion | March 31, 2026 |
| December 1, 2025 | $12.09 billion | July 9, 2025 |
Other advisers in Alpharetta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Merit Financial Advisors | Alpharetta | $23.88 billion | Not listed | adviserinfo.sec.gov |
| Howard Capital Management, LLC | Alpharetta | $8.01 billion | Not listed | adviserinfo.sec.gov |
| Clear Investment Research, LLC | Alpharetta | $4.19 billion | Not listed | adviserinfo.sec.gov |
| Albritton Capital Management Co | Alpharetta | $1.52 billion | Not listed | adviserinfo.sec.gov |
| Gibbs Wealth Management, LLC | Alpharetta | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Pgi Wealth Management | Alpharetta | $930.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alpharetta, GA
- Investment advisers in Georgia
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Vident Asset Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.