Investment advisers
44,538 firms from SEC Form ADV filings
Profiles and source records remain public on every plan.
| # | Firm | Location | Category | AUM | Clients | Accounts | Staff | As of | Save |
|---|---|---|---|---|---|---|---|---|---|
| 6201 | R.V. Kuhns & Associates, Inc. CRD 18005 | Portland, OR | Investment Adviser · Small ($100M–$1B) | $828M | 205 | 35 | 127 | 06/05/2026 | ☆ |
| 6202 | Impact Retirement Advisors, Llc CRD 330475 | Institutional / Pension Advisor · Small ($100M–$1B) | $828M | 196 | 196 | 4 | 03/30/2026 | ☆ | |
| 6203 | Walsh & Associates, Llc CRD 144441 | Sarasota, FL | Insurance-Affiliated · Small ($100M–$1B) | $828M | 1,324 | 2,571 | 15 | 03/10/2026 | ☆ |
| 6204 | Edge Wealth Management, Llc CRD 142380 | New York, NY | Wealth Manager · Small ($100M–$1B) | $827M | 252 | 453 | 7 | 02/02/2026 | ☆ |
| 6205 | Argand Partners, Lp CRD 282127 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $827M | 17 | 17 | 16 | 05/21/2026 | ☆ |
| 6206 | Mps Loria Financial Planners,Llc CRD 122866 | Burr Ridge, IL | Wealth Manager · Small ($100M–$1B) | $827M | 679 | 1,670 | 7 | 02/24/2026 | ☆ |
| 6207 | Aequitas Investment Advisors, Llc CRD 127625 | Hingham, MA | Wealth Manager · Small ($100M–$1B) | $826M | 189 | 1,238 | 8 | 03/27/2026 | ☆ |
| 6208 | Madden Securities Corporation CRD 18389 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $826M | 162 | 546 | 3 | 06/29/2026 | ☆ |
| 6209 | Rithm Capital Advisors Llc CRD 334244 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $826M | 5 | 5 | 73 | 03/31/2026 | ☆ |
| 6210 | The Capital Management Corporation CRD 112242 | Glen Allen, VA | Wealth Manager · Small ($100M–$1B) | $826M | 196 | 681 | 8 | 07/02/2026 | ☆ |
| 6211 | Kennerman Associate Inc CRD 105696 | Saratoga Spring, NY | Trust Company · Small ($100M–$1B) | $825M | 570 | 1,418 | 6 | 02/26/2026 | ☆ |
| 6212 | Foguth Wealth Management, Llc. CRD 327434 | Brighton, MI | Insurance-Affiliated · Small ($100M–$1B) | $825M | 2,259 | 5,587 | 88 | 06/24/2026 | ☆ |
| 6213 | Tannin Capital, Llc CRD 304238 | Charlotte, NC | Investment Adviser · Small ($100M–$1B) | $825M | 90 | 532 | 7 | 03/31/2026 | ☆ |
| 6214 | Platform Partners Llc CRD 286532 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $825M | 2 | 2 | 22 | 06/08/2026 | ☆ |
| 6215 | P2 Capital Partners, Llc CRD 159299 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $824M | 5 | 5 | 14 | 04/01/2026 | ☆ |
| 6216 | Highcrest Capital, Llc CRD 291007 | Fredericksburg, TX | Private Fund Manager · Small ($100M–$1B) | $824M | 2 | 2 | 20 | 05/26/2026 | ☆ |
| 6217 | Redblack Advisers, Inc. CRD 151692 | Oradell, NJ | Investment Adviser · Small ($100M–$1B) | $824M | 20 | 3,159 | 7 | 03/30/2026 | ☆ |
| 6218 | Nexannuity Asset Management, L.P. CRD 309748 | Dallas, TX | Investment Adviser · Small ($100M–$1B) | $823M | 3 | 3 | 4 | 05/05/2026 | ☆ |
| 6219 | Hack Vc Management, Llc CRD 315702 | Palo Alto, CA | Private Fund Manager · Small ($100M–$1B) | $823M | 29 | 29 | 15 | 07/30/2026 | ☆ |
| 6220 | Longtail Alpha, Llc CRD 282615 | Newport Beach, CA | Private Fund Manager · Small ($100M–$1B) | $822M | 9 | 12 | 9 | 02/02/2026 | ☆ |
| 6221 | Fortis Group Advisors Llc CRD 290427 | Westwood, NJ | Wealth Manager · Small ($100M–$1B) | $822M | 2,604 | 5,234 | 29 | 03/30/2026 | ☆ |
| 6222 | Opes Wealth Management, Llc CRD 299704 | Menlo Park, CA | Wealth Manager · Small ($100M–$1B) | $822M | 420 | 420 | 8 | 05/05/2026 | ☆ |
| 6223 | Gratus Wealth Advisors Llc CRD 328641 | Virginia Beach, VA | Wealth Manager · Small ($100M–$1B) | $822M | 444 | 1,142 | 9 | 07/14/2026 | ☆ |
| 6224 | Flc Capital Advisors CRD 111822 | Palm Desert, CA | Wealth Manager · Small ($100M–$1B) | $822M | 325 | 821 | 9 | 04/03/2026 | ☆ |
| 6225 | Conservation Resource Partners, Llc CRD 160706 | Exeter, NH | Private Fund Manager · Small ($100M–$1B) | $822M | 3 | 4 | 17 | 05/06/2026 | ☆ |
| 6226 | Alta Fox Capital Management, Llc CRD 295816 | Fort Worth, TX | Private Fund Manager · Small ($100M–$1B) | $821M | 2 | 2 | 8 | 03/31/2026 | ☆ |
| 6227 | Palatine Fund Advisors, Llc CRD 168077 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $821M | 4 | 4 | 21 | 03/26/2026 | ☆ |
| 6228 | Myda Advisors Llc CRD 168658 | Woodmere, NY | Private Fund Manager · Small ($100M–$1B) | $821M | 7 | 7 | 8 | 03/17/2026 | ☆ |
| 6229 | New Harbor Financial Group, Llc CRD 155528 | Worcester, MA | Wealth Manager · Small ($100M–$1B) | $821M | 1,019 | 2,197 | 9 | 07/27/2026 | ☆ |
| 6230 | J.P. Marvel Investment Advisors, Inc. CRD 144364 | Boston, MA | Multi-Family Office · Small ($100M–$1B) | $821M | 69 | 135 | 8 | 03/27/2026 | ☆ |
| 6231 | Segra Capital Management, Llc CRD 167306 | Palm Beach, FL | Private Fund Manager · Small ($100M–$1B) | $821M | 5 | 5 | 5 | 03/30/2026 | ☆ |
| 6232 | Albitz/Miloe And Associates, Inc. CRD 104777 | Torrance, CA | Wealth Manager · Small ($100M–$1B) | $821M | 657 | 1,394 | 5 | 03/25/2026 | ☆ |
| 6233 | Lnc Management, Llc CRD 319581 | Arlington, VA | Private Fund Manager · Small ($100M–$1B) | $820M | 6 | 6 | 16 | 03/10/2026 | ☆ |
| 6234 | Teleios Capital Partners Llc CRD 282532 | Zug | Private Fund Manager · Small ($100M–$1B) | $820M | 4 | 4 | 8 | 04/30/2026 | ☆ |
| 6235 | Valicenti Advisory Services Inc CRD 110669 | Elmira, NY | Wealth Manager · Small ($100M–$1B) | $820M | 1,036 | 1,992 | 11 | 03/12/2026 | ☆ |
| 6236 | Premier Financial Group Inc CRD 107314 | Eureka, CA | Wealth Manager · Small ($100M–$1B) | $820M | 593 | 1,362 | 17 | 03/02/2026 | ☆ |
| 6237 | Fsa Wealth Partners, Inc. CRD 104513 | Rockville, MD | Wealth Manager · Small ($100M–$1B) | $820M | 698 | 1,957 | 16 | 04/27/2026 | ☆ |
| 6238 | Advisors Management Group Inc CRD 113020 | La Crosse, WI | Wealth Manager · Small ($100M–$1B) | $820M | 1,918 | 4,960 | 17 | 03/20/2026 | ☆ |
| 6239 | Abel Hall, Llc CRD 302076 | Baton Rouge, LA | Wealth Manager · Small ($100M–$1B) | $819M | 199 | 626 | 10 | 02/27/2026 | ☆ |
| 6240 | Elyxium Wealth Llc CRD 328603 | Beverly Hills, CA | Multi-Family Office · Small ($100M–$1B) | $819M | 52 | 841 | 6 | 05/18/2026 | ☆ |
| 6241 | Ccmp Growth Advisors, Lp CRD 322926 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $819M | 10 | 10 | 14 | 03/30/2026 | ☆ |
| 6242 | Gcg Management, Llc CRD 156816 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $818M | 4 | 4 | 10 | 03/29/2026 | ☆ |
| 6243 | Clear Brook Advisors, Inc. CRD 132045 | Boston, MA | Wealth Manager · Small ($100M–$1B) | $818M | 27 | 27 | 6 | 03/30/2026 | ☆ |
| 6244 | A. N. Culbertson & Company, Inc. CRD 108341 | Charlottesville, VA | Wealth Manager · Small ($100M–$1B) | $818M | 315 | 849 | 9 | 06/30/2026 | ☆ |
| 6245 | Ssa Swiss Advisors Ag CRD 161357 | Zurich | Investment Adviser · Small ($100M–$1B) | $817M | 135 | 154 | 10 | 03/24/2026 | ☆ |
| 6246 | Manna Tree Partners, Llc CRD 299654 | Denver, CO | Private Fund Manager · Small ($100M–$1B) | $816M | 12 | 12 | 20 | 03/24/2026 | ☆ |
| 6247 | Quadra Gestao De Recursos S.A. CRD 324520 | Sao Paulo | Private Fund Manager · Small ($100M–$1B) | $816M | 46 | 46 | 19 | 05/05/2026 | ☆ |
| 6248 | River Associates Investments, L.P. CRD 295692 | Chattanooga, TN | Private Fund Manager · Small ($100M–$1B) | $815M | 2 | 2 | 18 | 03/27/2026 | ☆ |
| 6249 | Shulman Demeo Asset Management, Llc CRD 142897 | Lake Success, NY | Insurance-Affiliated · Small ($100M–$1B) | $815M | 356 | 895 | 6 | 03/16/2026 | ☆ |
| 6250 | Forum Capital Advisors Llc CRD 297582 | Denver, CO | Private Fund Manager · Small ($100M–$1B) | $815M | 6 | 6 | 69 | 05/29/2026 | ☆ |