Investment advisers
45,066 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 |
|---|---|---|---|---|---|---|---|---|---|
| 7551 | Valueworks Llc CRD 116850 | New York City, NY | Private Fund Manager · Small ($100M–$1B) | $577M | 85 | 85 | 6 | 04/02/2026 | ☆ |
| 7552 | Silverview Credit Partners Lp CRD 282955 | Tampa, FL | Private Fund Manager · Small ($100M–$1B) | $577M | 16 | 16 | 14 | 03/31/2026 | ☆ |
| 7553 | Cello Capital Management, Lp CRD 160398 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $577M | 4 | 4 | 15 | 06/01/2026 | ☆ |
| 7554 | Tabor Asset Management, Lp CRD 304666 | New York, NY | Investment Adviser · Small ($100M–$1B) | $577M | 8 | 8 | 6 | 03/24/2026 | ☆ |
| 7555 | Brogan Financial, Inc. CRD 133623 | Knoxville, TN | Wealth Manager · Small ($100M–$1B) | $577M | 746 | 2,093 | 31 | 03/31/2026 | ☆ |
| 7556 | Birnam Oak Advisors, Lp CRD 328180 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $577M | 7 | 6 | 7 | 03/26/2026 | ☆ |
| 7557 | N CRD 104841 | Wealth Manager · Small ($100M–$1B) | $577M | 194 | 196 | 14 | 03/25/2025 | ☆ | |
| 7558 | Alexander Investment Services Co. CRD 1037 | Louisville, KY | Insurance-Affiliated · Small ($100M–$1B) | $577M | 1,261 | 1,514 | 21 | 09/29/2026 | ☆ |
| 7559 | Allodium Investment Consultants, Llc CRD 135812 | Minneapolis, MN | Wealth Manager · Small ($100M–$1B) | $577M | 282 | 831 | 12 | 09/24/2026 | ☆ |
| 7560 | Angeleno Group, Llc CRD 159677 | Beverly Hills, CA | Private Fund Manager · Small ($100M–$1B) | $577M | 11 | 11 | 12 | 03/28/2026 | ☆ |
| 7561 | Muddy Waters Capital Llc CRD 281411 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $576M | 11 | 11 | 14 | 03/28/2026 | ☆ |
| 7562 | Shorehill Capital Llc CRD 286004 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $576M | 2 | 2 | 12 | 03/26/2026 | ☆ |
| 7563 | Sanders Morris Llc CRD 20580 | Houston, TX | Insurance-Affiliated · Small ($100M–$1B) | $576M | 127 | 359 | 27 | 03/31/2026 | ☆ |
| 7564 | Gross & Hartman Investments, Llc CRD 317722 | Leola, PA | Wealth Manager · Small ($100M–$1B) | $576M | 136 | 463 | 4 | 03/17/2026 | ☆ |
| 7565 | Rezny Wealth Management, Inc. CRD 109638 | Fort Myers, FL | Wealth Manager · Small ($100M–$1B) | $576M | 275 | 275 | 7 | 07/13/2026 | ☆ |
| 7566 | Domain Timber Advisors, Llc CRD 287750 | Atlanta, GA | Private Fund Manager · Small ($100M–$1B) | $576M | 6 | 6 | 28 | 03/30/2026 | ☆ |
| 7567 | Bulletproof Capital, Llc CRD 341136 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $576M | 9 | 16 | 8 | 07/10/2026 | ☆ |
| 7568 | Northern Lakes Capital, L.P. CRD 315975 | Minneapolis, MN | Private Fund Manager · Small ($100M–$1B) | $575M | 7 | 7 | 11 | 09/16/2026 | ☆ |
| 7569 | Southocean Capital Partners, Llc CRD 171580 | Ft. Lauderdale, FL | Private Fund Manager · Small ($100M–$1B) | $575M | 17 | 17 | 8 | 03/31/2026 | ☆ |
| 7570 | Lucashill, Llc CRD 321069 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $575M | 5 | 5 | 3 | 06/29/2026 | ☆ |
| 7571 | Sage Advisors, Llc CRD 301328 | Edmonds, WA | Wealth Manager · Small ($100M–$1B) | $575M | 690 | 690 | 11 | 01/08/2026 | ☆ |
| 7572 | N CRD 105248 | Wealth Manager · Small ($100M–$1B) | $575M | 332 | 996 | 10 | 05/19/2025 | ☆ | |
| 7573 | Keidan Financial Consultants Llc CRD 108093 | Columbus, OH | Insurance-Affiliated · Small ($100M–$1B) | $575M | 184 | 547 | 3 | 09/04/2026 | ☆ |
| 7574 | Western Standard, Llc CRD 147864 | Los Angeles, CA | Private Fund Manager · Small ($100M–$1B) | $575M | 3 | 3 | 8 | 09/25/2026 | ☆ |
| 7575 | Realization Capital Partners Management Llc CRD 304264 | Private Fund Manager · Small ($100M–$1B) | $574M | 2 | 2 | 8 | 06/02/2026 | ☆ | |
| 7576 | Untitled Investments Lp CRD 306357 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $574M | 6 | 5 | 10 | 03/18/2026 | ☆ |
| 7577 | Berkeley, Inc CRD 117667 | Boise, ID | Wealth Manager · Small ($100M–$1B) | $574M | 222 | 769 | 6 | 02/25/2026 | ☆ |
| 7578 | Curtis Advisory Group, Llc CRD 151695 | Santa Barbara, CA | Wealth Manager · Small ($100M–$1B) | $574M | 157 | 548 | 3 | 04/15/2026 | ☆ |
| 7579 | Fsa Advisors, Inc. CRD 286251 | Troy, MI | Wealth Manager · Small ($100M–$1B) | $573M | 4,406 | 4,406 | 31 | 03/08/2026 | ☆ |
| 7580 | Bastion Management Ii Llc CRD 309685 | Stamford, CT | Private Fund Manager · Small ($100M–$1B) | $573M | 6 | 6 | 13 | 04/17/2026 | ☆ |
| 7581 | Burkett Financial Services, Llc CRD 140168 | Rock Hill, SC | Wealth Manager · Small ($100M–$1B) | $573M | 476 | 1,525 | 7 | 02/03/2026 | ☆ |
| 7582 | North Shore Private Asset Management, Llc CRD 130132 | Lake Forest, IL | Wealth Manager · Small ($100M–$1B) | $573M | 218 | 449 | 4 | 03/30/2026 | ☆ |
| 7583 | G.W. Sherwold Associates, Inc. CRD 42186 | Lake Forest, CA | Insurance-Affiliated · Small ($100M–$1B) | $572M | 424 | 786 | 3 | 02/13/2026 | ☆ |
| 7584 | The Ithaka Group, Llc CRD 146975 | Arlington, VA | Investment Adviser · Small ($100M–$1B) | $572M | 126 | 126 | 7 | 09/22/2026 | ☆ |
| 7585 | Prasad Wealth Partners, Llc CRD 332507 | Independence, OH | Wealth Manager · Small ($100M–$1B) | $572M | 729 | 2,015 | 11 | 07/07/2026 | ☆ |
| 7586 | Linepoint Partners & Co., Llc CRD 332598 | Los Angeles, CA | Investment Adviser · Small ($100M–$1B) | $572M | 34 | 27 | 8 | 03/31/2026 | ☆ |
| 7587 | Conning Investment Products, Inc. CRD 120387 | Hartford, CT | Broker-Dealer (Dually Registered) · Small ($100M–$1B) | $572M | 0 | 9 | 8 | 03/30/2026 | ☆ |
| 7588 | Painted Porch Advisors Llc CRD 304375 | Santa Barbara, CA | Wealth Manager · Small ($100M–$1B) | $572M | 297 | 806 | 21 | 03/23/2026 | ☆ |
| 7589 | Independent Investors Inc CRD 105677 | Nesconset, NY | Wealth Manager · Small ($100M–$1B) | $572M | 100 | 149 | 6 | 09/22/2026 | ☆ |
| 7590 | Family Wms, Llc CRD 126456 | Athens, GA | Wealth Manager · Small ($100M–$1B) | $572M | 61 | 554 | 8 | 02/18/2026 | ☆ |
| 7591 | Westward Investment Advisory, Llc CRD 281742 | Mission, KS | Multi-Family Office · Small ($100M–$1B) | $572M | 20 | 61 | 5 | 03/23/2026 | ☆ |
| 7592 | Prevatt Capital Ltd CRD 311895 | Nassau | Private Fund Manager · Small ($100M–$1B) | $571M | 3 | 3 | 6 | 03/18/2026 | ☆ |
| 7593 | Capital Markets Iq, Llc CRD 134921 | Wealth Manager · Small ($100M–$1B) | $571M | 884 | 884 | 23 | 07/28/2026 | ☆ | |
| 7594 | Clean Yield Group Inc CRD 104826 | Norwich, VT | Wealth Manager · Small ($100M–$1B) | $571M | 257 | 667 | 9 | 03/03/2026 | ☆ |
| 7595 | Sanchez Wealth Management Group, Llc CRD 169274 | Jacksonville, FL | Insurance-Affiliated · Small ($100M–$1B) | $571M | 545 | 1,502 | 3 | 02/20/2026 | ☆ |
| 7596 | Lifestyle Asset Management, Inc. CRD 157450 | Friendswood, TX | Wealth Manager · Small ($100M–$1B) | $571M | 928 | 1,852 | 13 | 07/15/2026 | ☆ |
| 7597 | Tyro Capital Management, Llc CRD 312329 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $571M | 2 | 2 | 6 | 04/16/2026 | ☆ |
| 7598 | Loom Capital Management Llc CRD 174093 | New York, NY | Investment Adviser · Small ($100M–$1B) | $571M | 27 | 27 | 2 | 03/27/2026 | ☆ |
| 7599 | Gumshoe Capital Management Llc CRD 328451 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $571M | 4 | 4 | 7 | 03/31/2026 | ☆ |
| 7600 | Ttp Investments, Inc. CRD 284082 | San Jose, CA | Wealth Manager · Small ($100M–$1B) | $571M | 382 | 1,038 | 3 | 03/25/2026 | ☆ |