Investment advisers
45,037 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 |
|---|---|---|---|---|---|---|---|---|---|
| 6751 | Cvna, Llc CRD 340877 | Pepper Pike, OH | Wealth Manager · Small ($100M–$1B) | $712M | 218 | 568 | 4 | 07/28/2026 | ☆ |
| 6752 | Aston Capital Management CRD 291310 | Coral Gables, FL | Private Fund Manager · Small ($100M–$1B) | $712M | 36 | 184 | 3 | 03/13/2026 | ☆ |
| 6753 | Precision Wealth Strategies, Llc CRD 299827 | St. Louis, MO | Wealth Manager · Small ($100M–$1B) | $711M | 472 | 1,697 | 15 | 05/01/2026 | ☆ |
| 6754 | The Wealth Group, Ltd CRD 311385 | Eden Prairie, MN | Insurance-Affiliated · Small ($100M–$1B) | $711M | 591 | 2,486 | 12 | 01/14/2026 | ☆ |
| 6755 | The Magnolia Group, Llc CRD 171102 | Omaha, NE | Private Fund Manager · Small ($100M–$1B) | $711M | 2 | 2 | 2 | 03/27/2026 | ☆ |
| 6756 | Lifelong Wealth Advisors, Inc. CRD 331847 | Arden Hills, MN | Wealth Manager · Small ($100M–$1B) | $710M | 865 | 2,618 | 12 | 03/06/2026 | ☆ |
| 6757 | Redwood Investments, Llc CRD 133028 | Boston, MA | Investment Adviser · Small ($100M–$1B) | $710M | 85 | 85 | 6 | 05/19/2026 | ☆ |
| 6758 | Peak Planning Group, Llc CRD 289891 | Centennial, CO | Wealth Manager · Small ($100M–$1B) | $710M | 838 | 2,363 | 11 | 07/09/2026 | ☆ |
| 6759 | Wealthbridge Capital Management, Llc CRD 298254 | Westerville, OH | Wealth Manager · Small ($100M–$1B) | $710M | 457 | 1,890 | 7 | 08/03/2026 | ☆ |
| 6760 | Navista Wealth Management, Inc. CRD 332373 | Minnetonka, MN | Wealth Manager · Small ($100M–$1B) | $710M | 402 | 1,477 | 11 | 03/05/2026 | ☆ |
| 6761 | Rogan & Associates, Inc. CRD 42762 | Safety Harbor, FL | Wealth Manager · Small ($100M–$1B) | $710M | 1,483 | 1,483 | 14 | 05/15/2026 | ☆ |
| 6762 | Covision Advisors Llc CRD 285328 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $708M | 10 | 8 | 8 | 03/23/2026 | ☆ |
| 6763 | Arc Advisory Llc CRD 330258 | San Francisco, CA | Investment Adviser · Small ($100M–$1B) | $708M | 762 | 762 | 25 | 08/19/2026 | ☆ |
| 6764 | Tb Alternative Assets Ltd. CRD 162014 | Grand Cayman | Private Fund Manager · Small ($100M–$1B) | $708M | 3 | 3 | 14 | 03/26/2026 | ☆ |
| 6765 | N CRD 281767 | Wealth Manager · Small ($100M–$1B) | $708M | 604 | 1,824 | 9 | 01/16/2025 | ☆ | |
| 6766 | Bench Walk Advisors Llc CRD 313945 | Boca Raton, FL | Private Fund Manager · Small ($100M–$1B) | $708M | 90 | 90 | 15 | 06/15/2026 | ☆ |
| 6767 | N CRD 116057 | Wealth Manager · Small ($100M–$1B) | $708M | 2,749 | 2,749 | 29 | 01/27/2025 | ☆ | |
| 6768 | Manske Wealth Management, Llc CRD 164401 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $707M | 502 | 502 | 13 | 03/27/2026 | ☆ |
| 6769 | Duncker, Streett & Co., Llc CRD 110828 | St. Louis, MO | Wealth Manager · Small ($100M–$1B) | $707M | 173 | 421 | 5 | 05/08/2026 | ☆ |
| 6770 | Corrigo Investment Partners, Llc CRD 293620 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $707M | 3 | 3 | 6 | 03/30/2026 | ☆ |
| 6771 | E & G Advisors, Llc CRD 130550 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $707M | 370 | 826 | 4 | 01/13/2026 | ☆ |
| 6772 | Lincoln Peak Capital Management, Llc CRD 292864 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $707M | 5 | 5 | 12 | 03/24/2026 | ☆ |
| 6773 | Kaleidoscope Capital Lp CRD 282159 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $706M | 7 | 9 | 9 | 04/01/2026 | ☆ |
| 6774 | Dodds Wealth, Llc CRD 323632 | Greenwood Village, CO | Wealth Manager · Small ($100M–$1B) | $706M | 421 | 1,338 | 11 | 05/26/2026 | ☆ |
| 6775 | Northcape Wealth Management, Llc CRD 312350 | Williamsville, NY | Wealth Manager · Small ($100M–$1B) | $706M | 594 | 1,394 | 6 | 08/17/2026 | ☆ |
| 6776 | Empire Financial Management Company, Llc CRD 146097 | Holmdel, NJ | Wealth Manager · Small ($100M–$1B) | $706M | 983 | 983 | 12 | 09/14/2026 | ☆ |
| 6777 | Morangie Management Llc CRD 332949 | Vero Beach, FL | Wealth Manager · Small ($100M–$1B) | $706M | 98 | 117 | 7 | 03/25/2026 | ☆ |
| 6778 | Skinner, Copper & Ehmen Wealth Management, Llc CRD 159255 | Springfield, IL | Wealth Manager · Small ($100M–$1B) | $706M | 571 | 2,063 | 10 | 01/29/2026 | ☆ |
| 6779 | Bond & Devick Financial Network, Inc. CRD 283682 | Saint Louis Park, MN | Wealth Manager · Small ($100M–$1B) | $706M | 518 | 1,301 | 16 | 03/10/2026 | ☆ |
| 6780 | Benjamin F. Edwards Wealth Management, Llc CRD 297750 | St. Louis, MO | Wealth Manager · Small ($100M–$1B) | $705M | 1,104 | 2,336 | 12 | 03/31/2026 | ☆ |
| 6781 | Rempart Asset Management Inc. CRD 154209 | Montreal, Quebec | Wealth Manager · Small ($100M–$1B) | $705M | 467 | 467 | 8 | 12/10/2025 | ☆ |
| 6782 | Ridgecrest Wealth Partners, Llc CRD 311984 | San Rafael, CA | Insurance-Affiliated · Small ($100M–$1B) | $705M | 744 | 744 | 3 | 03/17/2026 | ☆ |
| 6783 | Latticework Capital Management Llc CRD 281690 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $705M | 6 | 6 | 12 | 03/26/2026 | ☆ |
| 6784 | Marchant Mc Limited CRD 335094 | London | Private Fund Manager · Small ($100M–$1B) | $705M | 6 | 7 | 4 | 06/02/2026 | ☆ |
| 6785 | Halter Ferguson Financial Inc CRD 109563 | Carmel, IN | Wealth Manager · Small ($100M–$1B) | $705M | 292 | 1,076 | 15 | 07/27/2026 | ☆ |
| 6786 | Solidarity Wealth, Llc CRD 315843 | Lehi, UT | Wealth Manager · Small ($100M–$1B) | $704M | 218 | 1,019 | 12 | 08/06/2026 | ☆ |
| 6787 | Bmss Wesson Wealth Solutions, Llc CRD 282792 | Birmingham, AL | Wealth Manager · Small ($100M–$1B) | $704M | 265 | 1,183 | 11 | 03/20/2026 | ☆ |
| 6788 | Propel Venture Partners Management Co., Llc CRD 283261 | San Carlos, CA | Private Fund Manager · Small ($100M–$1B) | $704M | 7 | 7 | 4 | 04/30/2026 | ☆ |
| 6789 | 1 Seed Partners Llc CRD 329288 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $704M | 13 | 13 | 13 | 03/30/2026 | ☆ |
| 6790 | Windsor Capital Management, Llc CRD 116593 | Phoenix, AZ | Wealth Manager · Small ($100M–$1B) | $703M | 543 | 1,204 | 8 | 01/16/2026 | ☆ |
| 6791 | Ccc Advisors, Llc CRD 288948 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $703M | 14 | 14 | 14 | 07/21/2026 | ☆ |
| 6792 | Asset Growth Solutions, Llc CRD 342319 | Scottsdale, AZ | Investment Adviser · Small ($100M–$1B) | $703M | 4 | 4 | 5 | 07/14/2026 | ☆ |
| 6793 | Southeastern Asset Management International (Singapore) Pte. Ltd CRD 148494 | Singapore City | Institutional / Pension Advisor · Small ($100M–$1B) | $703M | 4 | 4 | 7 | 03/30/2026 | ☆ |
| 6794 | Ar Asset Management, Inc. CRD 110342 | West Hollywood, CA | Wealth Manager · Small ($100M–$1B) | $702M | 129 | 129 | 4 | 09/25/2026 | ☆ |
| 6795 | Safeguard Investment Advisory Group, Llc CRD 146132 | Corona, CA | Wealth Manager · Small ($100M–$1B) | $702M | 1,804 | 4,458 | 25 | 03/26/2026 | ☆ |
| 6796 | Core Wealth Advisors, Inc. CRD 174386 | Lakeland, FL | Wealth Manager · Small ($100M–$1B) | $702M | 586 | 1,288 | 13 | 07/06/2026 | ☆ |
| 6797 | Olympus Peak Asset Management Lp CRD 299460 | Private Fund Manager · Small ($100M–$1B) | $702M | 10 | 10 | 5 | 07/13/2026 | ☆ | |
| 6798 | Contravisory Investment Management, Inc. CRD 109767 | Norwell, MA | Wealth Manager · Small ($100M–$1B) | $702M | 242 | 655 | 7 | 05/11/2026 | ☆ |
| 6799 | Preisz Associates, Inc. CRD 144469 | Portland, OR | Institutional / Pension Advisor · Small ($100M–$1B) | $702M | 346 | 352 | 10 | 03/27/2026 | ☆ |
| 6800 | Stillwater Asset Management, Llc CRD 288535 | Stillwater, MN | Private Fund Manager · Small ($100M–$1B) | $701M | 8 | 8 | 16 | 07/29/2026 | ☆ |