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 |
|---|---|---|---|---|---|---|---|---|---|
| 6701 | Towercrest Capital Management, Llc CRD 152069 | Newtown, PA | Investment Adviser · Small ($100M–$1B) | $718M | 84 | 1,461 | 1 | 06/22/2026 | ☆ |
| 6702 | Saaga, Llc CRD 327015 | Miami, FL | Multi-Family Office · Small ($100M–$1B) | $717M | 22 | 565 | 6 | 03/30/2026 | ☆ |
| 6703 | Wealth Management Associates, Inc. CRD 117606 | Cherry Hill, NJ | Wealth Manager · Small ($100M–$1B) | $717M | 930 | 1,791 | 20 | 03/31/2026 | ☆ |
| 6704 | Medina Value Partners, Llc CRD 155192 | Los Angeles, CA | Private Fund Manager · Small ($100M–$1B) | $717M | 8 | 8 | 7 | 03/24/2026 | ☆ |
| 6705 | Dopkins Wealth Management, Llc CRD 124209 | Williamsville, NY | Wealth Manager · Small ($100M–$1B) | $717M | 312 | 312 | 6 | 06/23/2026 | ☆ |
| 6706 | Seneca Management Llc CRD 160345 | Denver, CO | Private Fund Manager · Small ($100M–$1B) | $717M | 6 | 6 | 13 | 07/22/2026 | ☆ |
| 6707 | Taiber, Kosmala & Associates, Llc CRD 161703 | Chicago, IL | Endowment & Foundation Advisor · Small ($100M–$1B) | $717M | 16 | 16 | 18 | 03/27/2026 | ☆ |
| 6708 | Main Street Retirement Planning, Llc CRD 313051 | Coppell, TX | Insurance-Affiliated · Small ($100M–$1B) | $717M | 1,688 | 2,927 | 3 | 03/02/2026 | ☆ |
| 6709 | Lygh Capital Pte. Ltd. CRD 321637 | Singapore | Private Fund Manager · Small ($100M–$1B) | $717M | 2 | 3 | 7 | 03/31/2026 | ☆ |
| 6710 | Aisling Capital Management Lp CRD 269994 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $716M | 2 | 2 | 12 | 03/27/2026 | ☆ |
| 6711 | Morin Private Client Group, Llc CRD 154565 | Insurance-Affiliated · Small ($100M–$1B) | $716M | 80 | 80 | 4 | 03/31/2026 | ☆ | |
| 6712 | G. A. Repple & Company CRD 17486 | Casselberry, FL | Insurance-Affiliated · Small ($100M–$1B) | $716M | 3,207 | 3,207 | 53 | 03/30/2026 | ☆ |
| 6713 | Roman Butler Fullerton & Co CRD 104771 | St. Louis, MO | Wealth Manager · Small ($100M–$1B) | $716M | 1,289 | 2,421 | 17 | 04/20/2026 | ☆ |
| 6714 | Grant Avenue Capital Llc CRD 313104 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $716M | 8 | 8 | 14 | 05/05/2026 | ☆ |
| 6715 | Altrius Capital Management, Inc. CRD 121529 | Novi, MI | Wealth Manager · Small ($100M–$1B) | $716M | 512 | 1,431 | 12 | 03/06/2026 | ☆ |
| 6716 | N CRD 176516 | Multi-Family Office · Small ($100M–$1B) | $715M | 53 | 138 | 20 | 04/17/2026 | ☆ | |
| 6717 | Davern Capital Partners, Lp CRD 323018 | New York, NY | Investment Adviser · Small ($100M–$1B) | $715M | 3 | 3 | 4 | 03/27/2026 | ☆ |
| 6718 | Atlas Legacy Advisors Llc CRD 329888 | Los Angeles, CA | Wealth Manager · Small ($100M–$1B) | $715M | 155 | 701 | 5 | 03/16/2026 | ☆ |
| 6719 | Uscf Advisers Llc CRD 171962 | Walnut Creek, CA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $715M | 8 | 15 | 14 | 03/11/2026 | ☆ |
| 6720 | Financial Management Strategies, Inc. CRD 120818 | Broadview Hts., OH | Wealth Manager · Small ($100M–$1B) | $714M | 1,895 | 1,895 | 23 | 03/31/2026 | ☆ |
| 6721 | Old Peak Finance Llc CRD 154804 | Chapel Hill, NC | Wealth Manager · Small ($100M–$1B) | $714M | 176 | 674 | 9 | 05/28/2026 | ☆ |
| 6722 | Alpha Investment Consulting Group, Llc CRD 139721 | Milwaukee, WI | Institutional / Pension Advisor · Small ($100M–$1B) | $714M | 60 | 11 | 8 | 03/25/2026 | ☆ |
| 6723 | Nvwm Llc CRD 152301 | Yardley, PA | Insurance-Affiliated · Small ($100M–$1B) | $713M | 590 | 1,783 | 12 | 04/24/2026 | ☆ |
| 6724 | Drake Capital Advisors Llc CRD 136716 | Old Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $713M | 4 | 9 | 5 | 03/11/2026 | ☆ |
| 6725 | Rv Capital Ag CRD 173008 | Schindellegi | Private Fund Manager · Small ($100M–$1B) | $713M | 3 | 7 | 3 | 03/25/2026 | ☆ |
| 6726 | N CRD 330065 | Private Fund Manager · Small ($100M–$1B) | $713M | 2 | 2 | 3 | 02/07/2025 | ☆ | |
| 6727 | Frontier Global Partners Llc CRD 145341 | La Jolla, CA | Investment Adviser · Small ($100M–$1B) | $713M | 47 | 50 | 10 | 02/27/2026 | ☆ |
| 6728 | By Crypto Management, Llc CRD 315265 | Little Rock, AR | Private Fund Manager · Small ($100M–$1B) | $713M | 8 | 8 | 15 | 05/11/2026 | ☆ |
| 6729 | Essex Investment Management Company, Llc CRD 109962 | Boston, MA | Investment Adviser · Small ($100M–$1B) | $713M | 117 | 117 | 13 | 03/30/2026 | ☆ |
| 6730 | Fieldview Capital Management, Llc CRD 332308 | Niles, MI | Private Fund Manager · Small ($100M–$1B) | $713M | 4 | 4 | 14 | 03/06/2026 | ☆ |
| 6731 | Excalibur Management Corp CRD 110836 | Waltham, MA | Wealth Manager · Small ($100M–$1B) | $712M | 307 | 872 | 12 | 03/26/2026 | ☆ |
| 6732 | Valtinson Bruner Financial Planning Llc CRD 297866 | New Brighton, MN | Wealth Manager · Small ($100M–$1B) | $712M | 1,992 | 3,050 | 11 | 02/16/2026 | ☆ |
| 6733 | Cvna, Llc CRD 340877 | Pepper Pike, OH | Wealth Manager · Small ($100M–$1B) | $712M | 218 | 568 | 4 | 07/28/2026 | ☆ |
| 6734 | Aston Capital Management CRD 291310 | Coral Gables, FL | Private Fund Manager · Small ($100M–$1B) | $712M | 36 | 184 | 3 | 03/13/2026 | ☆ |
| 6735 | Precision Wealth Strategies, Llc CRD 299827 | St. Louis, MO | Wealth Manager · Small ($100M–$1B) | $711M | 472 | 1,697 | 15 | 05/01/2026 | ☆ |
| 6736 | The Wealth Group, Ltd CRD 311385 | Eden Prairie, MN | Insurance-Affiliated · Small ($100M–$1B) | $711M | 591 | 2,486 | 12 | 01/14/2026 | ☆ |
| 6737 | The Magnolia Group, Llc CRD 171102 | Omaha, NE | Private Fund Manager · Small ($100M–$1B) | $711M | 2 | 2 | 2 | 03/27/2026 | ☆ |
| 6738 | Lifelong Wealth Advisors, Inc. CRD 331847 | Arden Hills, MN | Wealth Manager · Small ($100M–$1B) | $710M | 865 | 2,618 | 12 | 03/06/2026 | ☆ |
| 6739 | Redwood Investments, Llc CRD 133028 | Boston, MA | Investment Adviser · Small ($100M–$1B) | $710M | 85 | 85 | 6 | 05/19/2026 | ☆ |
| 6740 | Peak Planning Group, Llc CRD 289891 | Centennial, CO | Wealth Manager · Small ($100M–$1B) | $710M | 838 | 2,363 | 11 | 07/09/2026 | ☆ |
| 6741 | Wealthbridge Capital Management, Llc CRD 298254 | Westerville, OH | Wealth Manager · Small ($100M–$1B) | $710M | 457 | 1,890 | 7 | 08/03/2026 | ☆ |
| 6742 | Navista Wealth Management, Inc. CRD 332373 | Minnetonka, MN | Wealth Manager · Small ($100M–$1B) | $710M | 402 | 1,477 | 11 | 03/05/2026 | ☆ |
| 6743 | Rogan & Associates, Inc. CRD 42762 | Safety Harbor, FL | Wealth Manager · Small ($100M–$1B) | $710M | 1,483 | 1,483 | 14 | 05/15/2026 | ☆ |
| 6744 | Covision Advisors Llc CRD 285328 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $708M | 10 | 8 | 8 | 03/23/2026 | ☆ |
| 6745 | Arc Advisory Llc CRD 330258 | San Francisco, CA | Investment Adviser · Small ($100M–$1B) | $708M | 762 | 762 | 25 | 07/21/2026 | ☆ |
| 6746 | Tb Alternative Assets Ltd. CRD 162014 | Grand Cayman | Private Fund Manager · Small ($100M–$1B) | $708M | 3 | 3 | 14 | 03/26/2026 | ☆ |
| 6747 | N CRD 281767 | Wealth Manager · Small ($100M–$1B) | $708M | 604 | 1,824 | 9 | 01/16/2025 | ☆ | |
| 6748 | Bench Walk Advisors Llc CRD 313945 | Boca Raton, FL | Private Fund Manager · Small ($100M–$1B) | $708M | 90 | 90 | 15 | 06/15/2026 | ☆ |
| 6749 | N CRD 116057 | Wealth Manager · Small ($100M–$1B) | $708M | 2,749 | 2,749 | 29 | 01/27/2025 | ☆ | |
| 6750 | Manske Wealth Management, Llc CRD 164401 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $707M | 502 | 502 | 13 | 03/27/2026 | ☆ |