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 |
|---|---|---|---|---|---|---|---|---|---|
| 7651 | Boyum Wealth Architects Llc CRD 161261 | Bloomington, MN | Insurance-Affiliated · Small ($100M–$1B) | $564M | 454 | 1,155 | 15 | 04/30/2026 | ☆ |
| 7652 | Ecc Fund Manager Ii, Llc CRD 167090 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $564M | 11 | 11 | 17 | 03/25/2026 | ☆ |
| 7653 | The Luts & Greenleigh Group, Inc. CRD 305002 | Bethesda, MD | Wealth Manager · Small ($100M–$1B) | $564M | 250 | 896 | 3 | 07/17/2026 | ☆ |
| 7654 | Pondera Holdings Llc CRD 315097 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $564M | 8 | 8 | 5 | 05/21/2026 | ☆ |
| 7655 | Wave Equity Partners Llc CRD 170642 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $564M | 17 | 17 | 9 | 03/30/2026 | ☆ |
| 7656 | Tortuga Advisers Llc CRD 137514 | Simi Valley, CA | Multi-Family Office · Small ($100M–$1B) | $564M | 40 | 40 | 1 | 04/30/2026 | ☆ |
| 7657 | Downtown Wealth Studios, Llc CRD 325213 | Miami, FL | Multi-Family Office · Small ($100M–$1B) | $563M | 46 | 135 | 5 | 03/11/2026 | ☆ |
| 7658 | Stieven Capital Advisors, L.P. CRD 136106 | St. Louis, MO | Private Fund Manager · Small ($100M–$1B) | $563M | 2 | 2 | 8 | 03/18/2026 | ☆ |
| 7659 | Paradigm Wealth Management, Llc CRD 148662 | Westlake, OH | Wealth Manager · Small ($100M–$1B) | $563M | 416 | 500 | 7 | 03/09/2026 | ☆ |
| 7660 | Dara Capital Us, Inc. CRD 153544 | Miami, FL | Wealth Manager · Small ($100M–$1B) | $563M | 58 | 58 | 3 | 03/06/2026 | ☆ |
| 7661 | Brooklyn Fi, Llc CRD 292115 | Brooklyn, NY | Wealth Manager · Small ($100M–$1B) | $563M | 373 | 373 | 10 | 09/03/2026 | ☆ |
| 7662 | Sequel Holdings, L.P. CRD 170237 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $563M | 10 | 10 | 12 | 03/27/2026 | ☆ |
| 7663 | Vela Investment Management, Llc CRD 306678 | New Albany, OH | Mutual Fund / Asset Manager · Small ($100M–$1B) | $563M | 179 | 346 | 29 | 09/22/2026 | ☆ |
| 7664 | Lifeguide Financial Advisors, Llc CRD 284842 | Mechanicsburg, PA | Wealth Manager · Small ($100M–$1B) | $563M | 778 | 2,715 | 25 | 09/28/2026 | ☆ |
| 7665 | Harraden Circle Investments, Llc CRD 310227 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $563M | 11 | 11 | 9 | 07/16/2026 | ☆ |
| 7666 | Jacobsen Capital Management, Llc CRD 116085 | Salt Lake City, UT | Wealth Manager · Small ($100M–$1B) | $563M | 118 | 535 | 4 | 03/17/2026 | ☆ |
| 7667 | Point 41 Capital Partners, L.P. CRD 334365 | Cos Cob, CT | Private Fund Manager · Small ($100M–$1B) | $563M | 6 | 6 | 11 | 06/26/2026 | ☆ |
| 7668 | Mb Global Advisers, Llc CRD 166823 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $562M | 4 | 4 | 8 | 03/27/2026 | ☆ |
| 7669 | Strongbox Wealth, Llc CRD 304952 | Lee's Summit, MO | Wealth Manager · Small ($100M–$1B) | $562M | 499 | 1,698 | 7 | 03/10/2026 | ☆ |
| 7670 | Altera Private Access, Llc CRD 287467 | Atlanta, GA | Private Fund Manager · Small ($100M–$1B) | $562M | 52 | 52 | 13 | 08/17/2026 | ☆ |
| 7671 | Beck Capital Management Llc CRD 152705 | Austin, TX | Wealth Manager · Small ($100M–$1B) | $562M | 451 | 1,110 | 9 | 09/23/2026 | ☆ |
| 7672 | Dumont & Blake Investment Advisors Llc CRD 109318 | Princeton, NJ | Wealth Manager · Small ($100M–$1B) | $562M | 439 | 858 | 8 | 03/31/2026 | ☆ |
| 7673 | Capitol Private Wealth Group Llc CRD 283257 | Vienna, VA | Wealth Manager · Small ($100M–$1B) | $562M | 572 | 2,157 | 8 | 04/20/2026 | ☆ |
| 7674 | Sgh Wealth Management CRD 284067 | Lathrup Village, MI | Wealth Manager · Small ($100M–$1B) | $562M | 427 | 427 | 12 | 02/01/2026 | ☆ |
| 7675 | Banyan Tree Advisors Pvt. Ltd. CRD 340434 | Bangalore | Wealth Manager · Small ($100M–$1B) | $562M | 2,089 | 2,089 | 56 | 08/20/2026 | ☆ |
| 7676 | N CRD 322725 | Investment Adviser · Small ($100M–$1B) | $561M | 31 | 98 | 2 | 03/04/2025 | ☆ | |
| 7677 | Acorn Wealth Advisors, Llc CRD 170462 | Grand Blanc, MI | Insurance-Affiliated · Small ($100M–$1B) | $561M | 809 | 2,132 | 5 | 06/11/2026 | ☆ |
| 7678 | Towerpoint Wealth, Llc CRD 288593 | Sacramento, CA | Wealth Manager · Small ($100M–$1B) | $561M | 570 | 1,475 | 9 | 06/05/2026 | ☆ |
| 7679 | Rog Vi L.L.C. CRD 285639 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $561M | 9 | 9 | 43 | 03/27/2026 | ☆ |
| 7680 | Retireright, Llc CRD 300925 | West Des Moines, IA | Institutional / Pension Advisor · Small ($100M–$1B) | $561M | 500 | 733 | 5 | 03/27/2026 | ☆ |
| 7681 | Canaras Capital Management, Llc CRD 142766 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $561M | 8 | 8 | 10 | 07/14/2026 | ☆ |
| 7682 | Bulldog Investors, Llp CRD 151585 | Saddle Brook, NJ | Mutual Fund / Asset Manager · Small ($100M–$1B) | $561M | 136 | 157 | 6 | 03/27/2026 | ☆ |
| 7683 | Matrix Private Capital Group Llc CRD 285531 | Chicago, IL | Wealth Manager · Small ($100M–$1B) | $561M | 222 | 827 | 8 | 08/19/2026 | ☆ |
| 7684 | Wedgewood Partners, Inc. CRD 21923 | St Louis, MO | Wealth Manager · Small ($100M–$1B) | $561M | 389 | 389 | 10 | 03/12/2026 | ☆ |
| 7685 | John A. Wolfe & Associates, Inc. CRD 110799 | Portage, MI | Wealth Manager · Small ($100M–$1B) | $561M | 450 | 1,171 | 3 | 09/01/2026 | ☆ |
| 7686 | Continuim Equity Partners, Lp CRD 328788 | Pittsburgh, PA | Private Fund Manager · Small ($100M–$1B) | $560M | 9 | 9 | 22 | 04/28/2026 | ☆ |
| 7687 | Melia Group Llc CRD 145402 | Tulsa, OK | Wealth Manager · Small ($100M–$1B) | $560M | 1,164 | 2,478 | 7 | 06/17/2026 | ☆ |
| 7688 | Coral Tree Management, Lp CRD 313118 | Private Fund Manager · Small ($100M–$1B) | $560M | 4 | 4 | 9 | 09/01/2026 | ☆ | |
| 7689 | The Community Foundation For Greater New Haven, Inc. CRD 169212 | New Haven, CT | Private Fund Manager · Small ($100M–$1B) | $560M | 172 | 172 | 43 | 03/19/2026 | ☆ |
| 7690 | Empirical Asset Management, Llc CRD 155436 | Wellesley, MA | Wealth Manager · Small ($100M–$1B) | $560M | 474 | 1,399 | 14 | 07/07/2026 | ☆ |
| 7691 | A & I Financial Services, Llc CRD 148357 | Lone Tree, CO | Insurance-Affiliated · Small ($100M–$1B) | $560M | 518 | 1,683 | 9 | 04/08/2026 | ☆ |
| 7692 | Qp Consulting, Llc CRD 129601 | Takoma Park, MD | Institutional / Pension Advisor · Small ($100M–$1B) | $560M | 74 | 76 | 2 | 01/20/2026 | ☆ |
| 7693 | Aecom Capital Real Estate, Llc CRD 298333 | Los Angeles, CA | Private Fund Manager · Small ($100M–$1B) | $560M | 3 | 3 | 4 | 12/20/2025 | ☆ |
| 7694 | Ocean Path Advisors, Llc CRD 338933 | Manhattan Beach, CA | Wealth Manager · Small ($100M–$1B) | $560M | 196 | 2,114 | 6 | 08/11/2026 | ☆ |
| 7695 | Endeavor Advisors, Llc CRD 324925 | The Woodlands, TX | Wealth Manager · Small ($100M–$1B) | $560M | 175 | 447 | 10 | 04/30/2026 | ☆ |
| 7696 | Van Leeuwen & Associates, Inc. CRD 289463 | Richmond, KY | Wealth Manager · Small ($100M–$1B) | $559M | 705 | 1,231 | 3 | 08/12/2026 | ☆ |
| 7697 | M. Kraus & Company CRD 106749 | Shelburne, VT | Wealth Manager · Small ($100M–$1B) | $559M | 228 | 483 | 5 | 08/03/2026 | ☆ |
| 7698 | Headland Capital, Llc CRD 332277 | Mt. Pleasant, SC | Wealth Manager · Small ($100M–$1B) | $559M | 656 | 2,281 | 19 | 06/24/2026 | ☆ |
| 7699 | Phd Consulting Llc CRD 304989 | Overland Park, KS | Institutional / Pension Advisor · Small ($100M–$1B) | $559M | 66 | 66 | 7 | 09/16/2026 | ☆ |
| 7700 | Narus Financial Partners, Llc CRD 173534 | Salt Lake City, UT | Wealth Manager · Small ($100M–$1B) | $559M | 208 | 574 | 6 | 03/09/2026 | ☆ |