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 |
|---|---|---|---|---|---|---|---|---|---|
| 7851 | Harbourvest Registered Advisers L.P. CRD 332106 | Boston, MA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $539M | 1 | 1 | 1,204 | 04/15/2026 | ☆ |
| 7852 | Morris Financial Concepts, Inc. CRD 114862 | Mount Pleasant, SC | Wealth Manager · Small ($100M–$1B) | $538M | 294 | 938 | 10 | 03/05/2026 | ☆ |
| 7853 | Deans Knight Capital Management Ltd. CRD 149155 | Vancouver | Private Fund Manager · Small ($100M–$1B) | $538M | 61 | 63 | 14 | 04/27/2026 | ☆ |
| 7854 | Origin Credit Advisers, Llc CRD 324839 | Denver, CO | Mutual Fund / Asset Manager · Small ($100M–$1B) | $538M | 2 | 2 | 8 | 03/30/2026 | ☆ |
| 7855 | Arkfeld Wealth Strategies, L.L.C. CRD 293175 | Omaha, NE | Wealth Manager · Small ($100M–$1B) | $538M | 937 | 2,204 | 8 | 04/29/2026 | ☆ |
| 7856 | Troob Capital Management Llc CRD 161416 | Rye Brook, NY | Private Fund Manager · Small ($100M–$1B) | $538M | 6 | 6 | 8 | 04/28/2026 | ☆ |
| 7857 | Weaver Capital Management, Llc CRD 135037 | Suwanee, GA | Wealth Manager · Small ($100M–$1B) | $538M | 203 | 1,004 | 5 | 06/04/2026 | ☆ |
| 7858 | Alpha Partners Management, Llc CRD 286141 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $538M | 31 | 31 | 10 | 03/31/2026 | ☆ |
| 7859 | Rareview Capital Llc CRD 284474 | Las Vegas, NV | Investment Adviser · Small ($100M–$1B) | $538M | 37 | 37 | 8 | 08/18/2026 | ☆ |
| 7860 | Antara Capital Lp CRD 298247 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $537M | 6 | 6 | 4 | 03/31/2026 | ☆ |
| 7861 | Aecom Canyon Partners Real Estate Fund Advisors Llc CRD 297526 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $537M | 3 | 3 | 128 | 03/27/2026 | ☆ |
| 7862 | Bp Capital Energy Advisors, Llc CRD 167087 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $537M | 6 | 6 | 9 | 03/10/2026 | ☆ |
| 7863 | Redmond Asset Management, Llc CRD 138706 | Henrico, VA | Wealth Manager · Small ($100M–$1B) | $537M | 298 | 728 | 6 | 04/01/2026 | ☆ |
| 7864 | Hinds Financial Group Inc CRD 129971 | Lakewood, CO | Wealth Manager · Small ($100M–$1B) | $537M | 298 | 629 | 10 | 12/02/2025 | ☆ |
| 7865 | Novapoint Capital Llc CRD 173663 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $536M | 218 | 812 | 6 | 03/27/2026 | ☆ |
| 7866 | J.G.Hendricks Financial Services, Llc CRD 289593 | Algonquin, IL | Wealth Manager · Small ($100M–$1B) | $536M | 919 | 2,734 | 7 | 06/09/2026 | ☆ |
| 7867 | Litvak Wealth, Llc CRD 170805 | Norwalk, CT | Wealth Manager · Small ($100M–$1B) | $536M | 75 | 224 | 6 | 03/06/2026 | ☆ |
| 7868 | Crescat Portfolio Management Llc CRD 139620 | Denver, CO | Private Fund Manager · Small ($100M–$1B) | $536M | 119 | 119 | 10 | 03/27/2026 | ☆ |
| 7869 | Ninth Avenue Capital, Lp CRD 337730 | Kansas City, MO | Private Fund Manager · Small ($100M–$1B) | $536M | 3 | 3 | 10 | 03/31/2026 | ☆ |
| 7870 | Bright Rock Capital Management Llc CRD 152820 | Hanover, MA | Bank · Small ($100M–$1B) | $536M | 2 | 2 | 5 | 03/04/2026 | ☆ |
| 7871 | Legacy Capital Group California, Inc. CRD 111436 | Los Gatos, CA | Insurance-Affiliated · Small ($100M–$1B) | $536M | 231 | 1,763 | 17 | 04/22/2026 | ☆ |
| 7872 | Fairbridge Asset Management Llc CRD 314538 | Darien, CT | Private Fund Manager · Small ($100M–$1B) | $535M | 3 | 3 | 17 | 03/31/2026 | ☆ |
| 7873 | Spg Advisors Llc CRD 284496 | Kirkland, WA | Wealth Manager · Small ($100M–$1B) | $535M | 692 | 2,366 | 9 | 09/08/2026 | ☆ |
| 7874 | Juniper Capital Advisors, L.P. CRD 173612 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $535M | 5 | 5 | 13 | 03/16/2026 | ☆ |
| 7875 | Triagen Wealth Management Llc CRD 308457 | Calabasas, CA | Wealth Manager · Small ($100M–$1B) | $535M | 351 | 1,532 | 5 | 03/03/2026 | ☆ |
| 7876 | Financial Innovations, Llc CRD 142769 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $535M | 353 | 1,071 | 2 | 03/20/2026 | ☆ |
| 7877 | National Wealth Management Group, Llc CRD 174883 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $535M | 1,314 | 2,741 | 18 | 09/09/2026 | ☆ |
| 7878 | Celeres Capital Advisors, Llc CRD 304581 | San Juan, PR | Investment Adviser · Small ($100M–$1B) | $535M | 2 | 2 | 4 | 03/30/2026 | ☆ |
| 7879 | Peak Financial Management Inc CRD 110559 | Wellesley, MA | Insurance-Affiliated · Small ($100M–$1B) | $534M | 353 | 1,696 | 9 | 09/23/2026 | ☆ |
| 7880 | Mezzasalma Advisors, Llc CRD 129045 | Tinton Falls, NJ | Wealth Manager · Small ($100M–$1B) | $534M | 373 | 1,124 | 8 | 03/19/2026 | ☆ |
| 7881 | Usa Financial Formulas Llc CRD 139987 | Ada, MI | Wealth Manager · Small ($100M–$1B) | $534M | 7,489 | 7,489 | 38 | 03/27/2026 | ☆ |
| 7882 | Morse Asset Management, Inc. CRD 285650 | Darien, CT | Wealth Manager · Small ($100M–$1B) | $534M | 198 | 287 | 6 | 03/31/2026 | ☆ |
| 7883 | Peirce Capital Management, Llc CRD 142654 | The Woodlands, TX | Wealth Manager · Small ($100M–$1B) | $534M | 165 | 1,023 | 5 | 03/23/2026 | ☆ |
| 7884 | Robertson Investment Management CRD 115425 | Houston, TX | Insurance-Affiliated · Small ($100M–$1B) | $534M | 1,143 | 1,143 | 20 | 03/31/2026 | ☆ |
| 7885 | Affiliated Private Investors Llc CRD 111545 | West Palm Beach, FL | Multi-Family Office · Small ($100M–$1B) | $534M | 27 | 54 | 6 | 03/30/2026 | ☆ |
| 7886 | Jacksonville Wealth Management, Llc CRD 309312 | Jacksonville, FL | Wealth Manager · Small ($100M–$1B) | $534M | 1,034 | 2,095 | 13 | 08/10/2026 | ☆ |
| 7887 | New Capital Management, Lp CRD 131658 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $534M | 130 | 777 | 5 | 03/30/2026 | ☆ |
| 7888 | Sky Island Capital Lp CRD 305087 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $533M | 9 | 9 | 14 | 03/30/2026 | ☆ |
| 7889 | Bayberry Capital Partners Lp CRD 300381 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $533M | 3 | 3 | 9 | 03/19/2026 | ☆ |
| 7890 | Collective Family Office, Llc CRD 301274 | York, PA | Multi-Family Office · Small ($100M–$1B) | $533M | 146 | 478 | 3 | 07/08/2026 | ☆ |
| 7891 | N CRD 289899 | Wealth Manager · Small ($100M–$1B) | $533M | 310 | 1,244 | 6 | 03/17/2025 | ☆ | |
| 7892 | N CRD 132389 | Wealth Manager · Small ($100M–$1B) | $533M | 181 | 1,662 | 8 | 03/27/2025 | ☆ | |
| 7893 | Trigran Investments, Inc. CRD 155200 | Northbrook, IL | Private Fund Manager · Small ($100M–$1B) | $533M | 2 | 14 | 9 | 03/27/2026 | ☆ |
| 7894 | Wealth Intelligently Navigated, Llc CRD 340998 | Greer, SC | Wealth Manager · Small ($100M–$1B) | $533M | 408 | 1,552 | 7 | 09/15/2026 | ☆ |
| 7895 | Argonautica Private Wealth Management, Inc CRD 316736 | Wellesley, MA | Insurance-Affiliated · Small ($100M–$1B) | $533M | 121 | 515 | 6 | 04/01/2026 | ☆ |
| 7896 | N CRD 165164 | Wealth Manager · Small ($100M–$1B) | $533M | 1,423 | 1,431 | 7 | 06/18/2025 | ☆ | |
| 7897 | Cimarron Healthcare Capital, Llc CRD 282387 | Salt Lake City, UT | Private Fund Manager · Small ($100M–$1B) | $533M | 7 | 8 | 7 | 03/26/2026 | ☆ |
| 7898 | Consultiva Wealth Management, Corp. CRD 111846 | San Juan, PR | Insurance-Affiliated · Small ($100M–$1B) | $533M | 137 | 137 | 25 | 04/14/2026 | ☆ |
| 7899 | Cmt Asset Management Llc CRD 290487 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $533M | 14 | 14 | 27 | 03/31/2026 | ☆ |
| 7900 | Brophy Wealth Management, Llc CRD 169894 | Bedford, NH | Wealth Manager · Small ($100M–$1B) | $533M | 391 | 1,205 | 11 | 05/20/2026 | ☆ |