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 |
|---|---|---|---|---|---|---|---|---|---|
| 7751 | Northern Right Capital Management, L.P. CRD 133046 | Darien, CT | Private Fund Manager · Small ($100M–$1B) | $553M | 4 | 7 | 6 | 03/31/2026 | ☆ |
| 7752 | Tolsma Investments, Llc CRD 287941 | Wealth Manager · Small ($100M–$1B) | $553M | 215 | 1,186 | 1 | 04/02/2026 | ☆ | |
| 7753 | Mw Advisor, Llc CRD 332429 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $553M | 1 | 1 | 115 | 09/22/2026 | ☆ |
| 7754 | Omega Financial Group, Llc CRD 164147 | Santa Barbara, CA | Wealth Manager · Small ($100M–$1B) | $552M | 324 | 974 | 6 | 06/04/2026 | ☆ |
| 7755 | Nexus One Financial Advisors Llc CRD 336809 | Plano, TX | Wealth Manager · Small ($100M–$1B) | $552M | 685 | 1,661 | 10 | 09/03/2026 | ☆ |
| 7756 | Alliance Wealth Advisors, Llc CRD 314668 | Centerville, UT | Wealth Manager · Small ($100M–$1B) | $552M | 770 | 1,961 | 19 | 08/06/2026 | ☆ |
| 7757 | Global Assets Advisory, Llc CRD 300460 | Orlando, FL | Insurance-Affiliated · Small ($100M–$1B) | $552M | 2,588 | 2,588 | 29 | 06/01/2026 | ☆ |
| 7758 | The Planning Project Llc CRD 297658 | The Woodlands, TX | Wealth Manager · Small ($100M–$1B) | $551M | 209 | 949 | 12 | 07/31/2026 | ☆ |
| 7759 | Broadleaf Partners, Llc CRD 137433 | Hudson, OH | Wealth Manager · Small ($100M–$1B) | $551M | 244 | 582 | 7 | 06/08/2026 | ☆ |
| 7760 | Hst Ventures, Llc CRD 317143 | Park City, UT | Private Fund Manager · Small ($100M–$1B) | $551M | 1 | 1 | 4 | 02/24/2026 | ☆ |
| 7761 | Frederick Financial Consultants, Llc CRD 314290 | Frederick, MD | Wealth Manager · Small ($100M–$1B) | $551M | 822 | 822 | 7 | 03/19/2026 | ☆ |
| 7762 | Amicus Financial Advisors, Llc CRD 131315 | Lubbock, TX | Wealth Manager · Small ($100M–$1B) | $551M | 748 | 1,486 | 19 | 03/30/2026 | ☆ |
| 7763 | Dedora Capital, Inc. CRD 177523 | Napa, CA | Wealth Manager · Small ($100M–$1B) | $551M | 467 | 1,309 | 12 | 03/25/2026 | ☆ |
| 7764 | Miramar Capital Llc CRD 290909 | Northbrook, IL | Wealth Manager · Small ($100M–$1B) | $550M | 150 | 369 | 6 | 03/27/2026 | ☆ |
| 7765 | New Holland Trading Llc CRD 337695 | New York, NY | Investment Adviser · Small ($100M–$1B) | $550M | 0 | 1 | 16 | 06/16/2026 | ☆ |
| 7766 | Terramont Infrastructure Management Llc CRD 317282 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $550M | 6 | 6 | 6 | 03/16/2026 | ☆ |
| 7767 | Pinnacle Wealth Advisors, Llc CRD 117517 | Clackamas, OR | Wealth Manager · Small ($100M–$1B) | $550M | 832 | 2,956 | 21 | 07/16/2026 | ☆ |
| 7768 | Snider Retirement Strategies, Inc. CRD 117392 | Bellevue, WA | Insurance-Affiliated · Small ($100M–$1B) | $550M | 515 | 1,543 | 15 | 09/21/2026 | ☆ |
| 7769 | Varcov Co. CRD 335143 | Darien, CT | Private Fund Manager · Small ($100M–$1B) | $550M | 1 | 1 | 2 | 03/17/2026 | ☆ |
| 7770 | Harvest Investment Consultants Llc CRD 110258 | Hunt Valley, MD | Wealth Manager · Small ($100M–$1B) | $549M | 1,042 | 1,915 | 12 | 03/09/2026 | ☆ |
| 7771 | Mack & Co. Partners, Lp CRD 324218 | Dallas, TX | Multi-Family Office · Small ($100M–$1B) | $549M | 12 | 25 | 8 | 05/07/2026 | ☆ |
| 7772 | Stiles Financial Services Incorporated CRD 117023 | Edina, MN | Insurance-Affiliated · Small ($100M–$1B) | $549M | 261 | 793 | 12 | 03/23/2026 | ☆ |
| 7773 | Mills Wealth Advisors, Llc CRD 159251 | Southlake, TX | Wealth Manager · Small ($100M–$1B) | $549M | 472 | 1,877 | 8 | 03/25/2026 | ☆ |
| 7774 | Exome Asset Management Llc CRD 304585 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $549M | 6 | 6 | 10 | 03/27/2026 | ☆ |
| 7775 | May Hill Capital, Llc CRD 332076 | Cohasset, MA | Wealth Manager · Small ($100M–$1B) | $549M | 113 | 563 | 3 | 02/25/2026 | ☆ |
| 7776 | Hamel Associates Inc CRD 107128 | Allentown, PA | Wealth Manager · Small ($100M–$1B) | $548M | 127 | 238 | 7 | 09/22/2026 | ☆ |
| 7777 | Cable Car Capital, Lp CRD 169234 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $548M | 4 | 15 | 3 | 03/31/2026 | ☆ |
| 7778 | Range Rock Capital Llc CRD 334203 | Wellesley, MA | Private Fund Manager · Small ($100M–$1B) | $548M | 3 | 3 | 3 | 03/30/2026 | ☆ |
| 7779 | Big League Advance, Llc CRD 291999 | Washington, DC | Private Fund Manager · Small ($100M–$1B) | $548M | 6 | 6 | 39 | 04/01/2026 | ☆ |
| 7780 | Crux Wealth Advisors CRD 330731 | Long Beach, CA | Wealth Manager · Small ($100M–$1B) | $548M | 676 | 1,676 | 14 | 08/06/2026 | ☆ |
| 7781 | N CRD 297171 | Institutional / Pension Advisor · Small ($100M–$1B) | $548M | 106 | 206 | 3 | 03/29/2025 | ☆ | |
| 7782 | Truewealth Advisors, Llc CRD 298838 | Hoover, AL | Insurance-Affiliated · Small ($100M–$1B) | $547M | 1,104 | 1,614 | 21 | 08/03/2026 | ☆ |
| 7783 | Cachetech Inc. CRD 327688 | Logan, UT | Investment Adviser · Small ($100M–$1B) | $547M | 5 | 1,845 | 7 | 09/29/2026 | ☆ |
| 7784 | Rays Capital Partners Limited CRD 171821 | Central | Private Fund Manager · Small ($100M–$1B) | $547M | 5 | 10 | 23 | 09/14/2026 | ☆ |
| 7785 | Adaptive Financial Consulting, Llc CRD 288185 | Beachwood, OH | Insurance-Affiliated · Small ($100M–$1B) | $547M | 261 | 572 | 8 | 03/05/2026 | ☆ |
| 7786 | Hutchens & Kramer Investment Management Group, Llc CRD 289413 | Indianapolis, IN | Wealth Manager · Small ($100M–$1B) | $547M | 518 | 1,740 | 10 | 09/29/2026 | ☆ |
| 7787 | Jet Wealth Advisors CRD 333645 | La Jolla, CA | Insurance-Affiliated · Small ($100M–$1B) | $547M | 556 | 952 | 8 | 06/05/2026 | ☆ |
| 7788 | Byrne Financial Freedom, Llc CRD 167893 | Franklin, MA | Wealth Manager · Small ($100M–$1B) | $546M | 967 | 1,676 | 11 | 06/05/2026 | ☆ |
| 7789 | Mach 1 Financial Group, Llc CRD 298195 | Rogers, AR | Wealth Manager · Small ($100M–$1B) | $546M | 1,566 | 3,255 | 20 | 07/13/2026 | ☆ |
| 7790 | Resilience Management, Llc CRD 157006 | Cleveland, OH | Private Fund Manager · Small ($100M–$1B) | $546M | 15 | 15 | 8 | 03/30/2026 | ☆ |
| 7791 | 3 Boomerang Capital, Lp CRD 326929 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $546M | 6 | 6 | 15 | 04/29/2026 | ☆ |
| 7792 | Legacy Wealth Asset Management, Llc CRD 306732 | Woodbury, MN | Wealth Manager · Small ($100M–$1B) | $546M | 493 | 1,629 | 14 | 03/13/2026 | ☆ |
| 7793 | Wellington Shields & Co., Llc CRD 149021 | New York, NY | Insurance-Affiliated · Small ($100M–$1B) | $546M | 586 | 593 | 25 | 03/17/2026 | ☆ |
| 7794 | Whitegate Investment Counselors, Inc. CRD 107732 | Concord, NH | Wealth Manager · Small ($100M–$1B) | $545M | 139 | 477 | 3 | 03/30/2026 | ☆ |
| 7795 | Stewardship Advisors, Llc CRD 277099 | Mount Joy, PA | Wealth Manager · Small ($100M–$1B) | $545M | 687 | 2,247 | 15 | 03/16/2026 | ☆ |
| 7796 | 25, Llc CRD 317916 | Saint Louis, MO | Insurance-Affiliated · Small ($100M–$1B) | $545M | 505 | 3,075 | 19 | 05/19/2026 | ☆ |
| 7797 | Selby Wealth Management, Llc CRD 334084 | Emeryville, CA | Wealth Manager · Small ($100M–$1B) | $545M | 187 | 480 | 4 | 02/27/2026 | ☆ |
| 7798 | Amherst Capital Management Llc CRD 174130 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $545M | 3 | 3 | 10 | 03/31/2026 | ☆ |
| 7799 | Trillium Wealth Llc CRD 341186 | Winter Park, FL | Wealth Manager · Small ($100M–$1B) | $545M | 629 | 1,708 | 13 | 07/27/2026 | ☆ |
| 7800 | Sierra Ocean, Llc CRD 313829 | Ripon, CA | Wealth Manager · Small ($100M–$1B) | $545M | 181 | 568 | 3 | 03/26/2026 | ☆ |