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 |
|---|---|---|---|---|---|---|---|---|---|
| 8051 | Greybull Advisors, Llc CRD 317767 | Jackson, WY | Private Fund Manager · Small ($100M–$1B) | $514M | 4 | 4 | 12 | 08/06/2026 | ☆ |
| 8052 | N CRD 327397 | Wealth Manager · Small ($100M–$1B) | $514M | 564 | 2,300 | 7 | 03/11/2025 | ☆ | |
| 8053 | Allocator Solutions, Llc CRD 337300 | St Louis, MO | Endowment & Foundation Advisor · Small ($100M–$1B) | $514M | 1 | 3 | 1 | 03/25/2026 | ☆ |
| 8054 | Elevatus Wealth Management, Llc CRD 325629 | Victor, NY | Insurance-Affiliated · Small ($100M–$1B) | $513M | 331 | 1,129 | 9 | 09/17/2026 | ☆ |
| 8055 | Canam Capital Management, Llc CRD 298587 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $513M | 13 | 13 | 2 | 05/08/2026 | ☆ |
| 8056 | Dew Point Capital, Inc. CRD 305010 | Los Angeles, CA | Wealth Manager · Small ($100M–$1B) | $513M | 618 | 1,036 | 2 | 03/27/2026 | ☆ |
| 8057 | Alaethes Wealth, Llc CRD 304920 | Wealth Manager · Small ($100M–$1B) | $513M | 103 | 339 | 3 | 09/28/2026 | ☆ | |
| 8058 | Pharvision Advisers, Llc CRD 311739 | Boca Raton, FL | Private Fund Manager · Small ($100M–$1B) | $513M | 6 | 6 | 2 | 03/27/2026 | ☆ |
| 8059 | Broadwing Capital Management Llc CRD 328881 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $513M | 6 | 6 | 11 | 09/22/2026 | ☆ |
| 8060 | Fortwood Capital Lp CRD 329381 | Greenwich, CT | Investment Adviser · Small ($100M–$1B) | $513M | 1 | 3 | 9 | 06/26/2026 | ☆ |
| 8061 | Ggm Financial Llc CRD 327008 | Columbus, OH | Insurance-Affiliated · Small ($100M–$1B) | $513M | 423 | 908 | 11 | 03/20/2026 | ☆ |
| 8062 | Wakefield Wealth Management, Lllp CRD 173997 | Englewood, CO | Wealth Manager · Small ($100M–$1B) | $513M | 157 | 625 | 10 | 03/30/2026 | ☆ |
| 8063 | Systima Capital Management Llc CRD 168318 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $513M | 7 | 7 | 7 | 03/27/2026 | ☆ |
| 8064 | Taylor & Morgan Wealth Management, Llc CRD 156177 | Troy, MI | Wealth Manager · Small ($100M–$1B) | $513M | 452 | 1,049 | 8 | 03/09/2026 | ☆ |
| 8065 | N CRD 136426 | Wealth Manager · Small ($100M–$1B) | $512M | 345 | 1,155 | 10 | 03/09/2026 | ☆ | |
| 8066 | Investment Research Partners Llc CRD 304315 | Lemont, PA | Investment Adviser · Small ($100M–$1B) | $512M | 3 | 799 | 6 | 03/26/2026 | ☆ |
| 8067 | Cypress Point Investment Management Lp CRD 316549 | Mill Valley, CA | Investment Adviser · Small ($100M–$1B) | $512M | 4 | 4 | 4 | 07/29/2026 | ☆ |
| 8068 | Leo Wealth Americas, Llc CRD 338799 | Hurst, TX | Wealth Manager · Small ($100M–$1B) | $512M | 984 | 1,332 | 21 | 06/03/2026 | ☆ |
| 8069 | Misaki Capital Inc. CRD 282308 | Tokyo | Private Fund Manager · Small ($100M–$1B) | $512M | 5 | 5 | 13 | 08/19/2026 | ☆ |
| 8070 | Venator Management Llc CRD 310406 | Pittsburgh, PA | Private Fund Manager · Small ($100M–$1B) | $512M | 82 | 82 | 3 | 03/30/2026 | ☆ |
| 8071 | St. James Investment Advisors, Llc CRD 283880 | Port Jefferson, NY | Investment Adviser · Small ($100M–$1B) | $512M | 138 | 2,017 | 7 | 02/18/2026 | ☆ |
| 8072 | Client 1 St Advisory Group Llc CRD 167790 | Dunedin, FL | Insurance-Affiliated · Small ($100M–$1B) | $511M | 353 | 924 | 8 | 03/27/2026 | ☆ |
| 8073 | Owner Resource Group, Llc CRD 164028 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $511M | 10 | 10 | 16 | 04/24/2026 | ☆ |
| 8074 | Florek Financial, Llc CRD 152235 | Duxbury, MA | Wealth Manager · Small ($100M–$1B) | $511M | 96 | 530 | 2 | 02/10/2026 | ☆ |
| 8075 | Robert L. Bender, Inc. Dba Robert Bender & Associates CRD 109766 | Pasadena, CA | Wealth Manager · Small ($100M–$1B) | $511M | 341 | 344 | 5 | 02/10/2026 | ☆ |
| 8076 | Shoker Investment Counsel Inc. CRD 107857 | Wealth Manager · Small ($100M–$1B) | $511M | 195 | 195 | 6 | 03/23/2026 | ☆ | |
| 8077 | Fidato Wealth Llc CRD 158173 | Middleburg Heights, OH | Insurance-Affiliated · Small ($100M–$1B) | $511M | 303 | 1,160 | 12 | 09/02/2026 | ☆ |
| 8078 | Horizon Advisory Services, Inc. CRD 305239 | West Henrietta, NY | Wealth Manager · Small ($100M–$1B) | $510M | 734 | 1,585 | 9 | 08/31/2026 | ☆ |
| 8079 | Eldridge Gp1 Advisers, Llc CRD 333934 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $510M | 3 | 3 | 292 | 05/13/2026 | ☆ |
| 8080 | Defender Capital Llc CRD 159607 | Charlotte, NC | Insurance-Affiliated · Small ($100M–$1B) | $510M | 187 | 189 | 3 | 01/28/2026 | ☆ |
| 8081 | Chase Investment Counsel Corporation CRD 104648 | Charlottesville, VA | Wealth Manager · Small ($100M–$1B) | $510M | 132 | 137 | 7 | 03/25/2026 | ☆ |
| 8082 | Madison Advisory Services, Inc. CRD 132386 | White Plains, NY | Wealth Manager · Small ($100M–$1B) | $510M | 1,102 | 2,229 | 16 | 04/03/2026 | ☆ |
| 8083 | Nebari Partners, Llc CRD 295859 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $510M | 15 | 15 | 11 | 05/01/2026 | ☆ |
| 8084 | Aspire Private Capital, Llc CRD 154116 | Cornelius, NC | Wealth Manager · Small ($100M–$1B) | $510M | 709 | 1,703 | 9 | 08/20/2026 | ☆ |
| 8085 | Highbrook Capital Partners Llc CRD 338408 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $509M | 197 | 596 | 6 | 03/31/2026 | ☆ |
| 8086 | Platform Wealth Management, Llc CRD 329313 | Holladay, UT | Wealth Manager · Small ($100M–$1B) | $509M | 270 | 776 | 17 | 09/15/2026 | ☆ |
| 8087 | Mana Advisors Llc CRD 284792 | New York, NY | Investment Adviser · Small ($100M–$1B) | $509M | 4 | 4 | 4 | 03/30/2026 | ☆ |
| 8088 | Turnspire Capital Partners Llc CRD 311053 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $509M | 13 | 13 | 11 | 07/23/2026 | ☆ |
| 8089 | Permanent Equity Management, Llc CRD 309530 | Columbia, MO | Private Fund Manager · Small ($100M–$1B) | $509M | 3 | 3 | 15 | 03/31/2026 | ☆ |
| 8090 | Lionheart Strategic Management, Llc CRD 314990 | New York, NY | Investment Adviser · Small ($100M–$1B) | $509M | 9 | 9 | 14 | 03/31/2026 | ☆ |
| 8091 | Taurus Private Markets, Llc CRD 300786 | Malvern, PA | Private Fund Manager · Small ($100M–$1B) | $509M | 3 | 3 | 9 | 03/19/2026 | ☆ |
| 8092 | Dover Partners Inc CRD 105133 | Dayton, OH | Institutional / Pension Advisor · Small ($100M–$1B) | $509M | 33 | 33 | 4 | 03/10/2026 | ☆ |
| 8093 | Pinnacle Holdings, Llc CRD 108086 | Tulsa, OK | Wealth Manager · Small ($100M–$1B) | $508M | 496 | 496 | 7 | 03/05/2026 | ☆ |
| 8094 | And Wealth Partners, Llc CRD 149136 | Baltimore, MD | Wealth Manager · Small ($100M–$1B) | $508M | 103 | 254 | 5 | 02/23/2026 | ☆ |
| 8095 | Ibn Asset Management, Llc CRD 290114 | Thousand Oaks, CA | Investment Adviser · Small ($100M–$1B) | $508M | 12 | 71 | 6 | 03/31/2026 | ☆ |
| 8096 | Quadratic Capital Management Llc CRD 172768 | Greenwich, CT | Mutual Fund / Asset Manager · Small ($100M–$1B) | $508M | 2 | 2 | 4 | 02/25/2026 | ☆ |
| 8097 | Solace Capital Partners, L.P. CRD 175319 | El Segundo, CA | Private Fund Manager · Small ($100M–$1B) | $508M | 1 | 1 | 10 | 03/23/2026 | ☆ |
| 8098 | Instrumental Wealth, Llc CRD 310788 | Tampa, FL | Wealth Manager · Small ($100M–$1B) | $508M | 573 | 2,128 | 12 | 03/28/2026 | ☆ |
| 8099 | Financial Designs Corporation CRD 14829 | Claremont, CA | Wealth Manager · Small ($100M–$1B) | $508M | 516 | 1,312 | 6 | 01/27/2026 | ☆ |
| 8100 | Wea Financial Advisors, Inc. CRD 144919 | Madison, WI | Institutional / Pension Advisor · Small ($100M–$1B) | $508M | 618 | 616 | 4 | 07/06/2026 | ☆ |