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 |
|---|---|---|---|---|---|---|---|---|---|
| 8151 | Multiplier Capital, Llc CRD 281209 | Washington, DC | Private Fund Manager · Small ($100M–$1B) | $503M | 4 | 4 | 14 | 06/30/2026 | ☆ |
| 8152 | Prosperity Financial Group, Inc. CRD 339321 | San Ramon, CA | Insurance-Affiliated · Small ($100M–$1B) | $503M | 612 | 1,360 | 10 | 07/27/2026 | ☆ |
| 8153 | Preservation Equity Fund Advisors, Llc CRD 300968 | Irvine, CA | Private Fund Manager · Small ($100M–$1B) | $503M | 4 | 4 | 11 | 03/23/2026 | ☆ |
| 8154 | Saybrook Capital Corp CRD 107679 | Sag Harbor, NY | Wealth Manager · Small ($100M–$1B) | $503M | 155 | 155 | 4 | 02/17/2026 | ☆ |
| 8155 | Boltwood Capital Management CRD 110293 | Walnut Creek, CA | Wealth Manager · Small ($100M–$1B) | $503M | 230 | 468 | 2 | 04/29/2026 | ☆ |
| 8156 | Crown Wealth Group Llc CRD 299732 | Charlotte, NC | Insurance-Affiliated · Small ($100M–$1B) | $502M | 254 | 1,040 | 10 | 08/10/2026 | ☆ |
| 8157 | Sharp Wealth Advisory, Llc CRD 289325 | Horsham, PA | Wealth Manager · Small ($100M–$1B) | $502M | 194 | 512 | 8 | 09/08/2026 | ☆ |
| 8158 | Quantitative Process, Llc CRD 165699 | Charlotte, NC | Institutional / Pension Advisor · Small ($100M–$1B) | $502M | 205 | 288 | 3 | 02/27/2026 | ☆ |
| 8159 | Investors Asset Management Of Georgia Inc CRD 106796 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $502M | 529 | 772 | 9 | 09/11/2026 | ☆ |
| 8160 | Transition Equity Partners, Llc CRD 324358 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $502M | 8 | 8 | 10 | 09/18/2026 | ☆ |
| 8161 | Humble Management, Llc CRD 322006 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $502M | 2 | 2 | 12 | 03/30/2026 | ☆ |
| 8162 | N CRD 112243 | Wealth Manager · Small ($100M–$1B) | $501M | 562 | 1,143 | 8 | 04/14/2025 | ☆ | |
| 8163 | First Washington Corporation CRD 6681 | Seattle, WA | Wealth Manager · Small ($100M–$1B) | $501M | 29 | 29 | 5 | 12/18/2025 | ☆ |
| 8164 | Lrz Capital Llc CRD 333746 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $501M | 4 | 4 | 5 | 09/25/2026 | ☆ |
| 8165 | Family Financial Solutions Group, Llc CRD 172725 | Durango, CO | Multi-Family Office · Small ($100M–$1B) | $501M | 20 | 20 | 1 | 03/10/2026 | ☆ |
| 8166 | Saothair Capital Partners, Llc CRD 328192 | Wayne, PA | Private Fund Manager · Small ($100M–$1B) | $501M | 4 | 4 | 8 | 04/29/2026 | ☆ |
| 8167 | Pandowealth. Llc CRD 281456 | Institutional / Pension Advisor · Small ($100M–$1B) | $500M | 770 | 2,060 | 28 | 04/21/2026 | ☆ | |
| 8168 | Hc Advisors Llc CRD 165200 | Sandy Springs, GA | Wealth Manager · Small ($100M–$1B) | $500M | 206 | 792 | 8 | 07/30/2026 | ☆ |
| 8169 | Maybourne Partners Management Lp CRD 343482 | Private Fund Manager · Small ($100M–$1B) | $500M | 1 | 1 | 2 | 08/13/2026 | ☆ | |
| 8170 | N CRD 316905 | Private Fund Manager · Small ($100M–$1B) | $500M | 1 | 1 | 4 | 03/21/2025 | ☆ | |
| 8171 | Private Wealth Solutions, Llc CRD 289437 | Calabasas, CA | Insurance-Affiliated · Small ($100M–$1B) | $500M | 275 | 700 | 5 | 02/17/2026 | ☆ |
| 8172 | Endowment Advisers, L.P. CRD 129346 | Austin, TX | Mutual Fund / Asset Manager · Small ($100M–$1B) | $500M | 15 | 15 | 9 | 06/30/2026 | ☆ |
| 8173 | First Sabrepoint Capital Management, Lp CRD 283638 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $500M | 1 | 1 | 5 | 03/25/2026 | ☆ |
| 8174 | Stokes Capital Advisors, Llc CRD 281278 | Greenwood, SC | Wealth Manager · Small ($100M–$1B) | $499M | 289 | 750 | 2 | 02/18/2026 | ☆ |
| 8175 | Greenstone Partners, Llc CRD 136566 | Larkspur, CA | Private Fund Manager · Small ($100M–$1B) | $499M | 1 | 1 | 5 | 06/12/2026 | ☆ |
| 8176 | Elevated Capital Advisors, Llc CRD 226721 | Draper, UT | Insurance-Affiliated · Small ($100M–$1B) | $499M | 1,007 | 2,428 | 30 | 03/17/2026 | ☆ |
| 8177 | Evt Financial Advisors Ag CRD 155268 | Zurich | Wealth Manager · Small ($100M–$1B) | $499M | 124 | 124 | 4 | 05/18/2026 | ☆ |
| 8178 | Presidio Capital Management, Llc CRD 304501 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $499M | 351 | 1,080 | 14 | 03/03/2026 | ☆ |
| 8179 | Act Advisors, Llc CRD 173120 | Asheville, NC | Wealth Manager · Small ($100M–$1B) | $499M | 428 | 1,089 | 10 | 03/30/2026 | ☆ |
| 8180 | Scientech Research Llc CRD 310615 | Jersey City, NJ | Private Fund Manager · Small ($100M–$1B) | $499M | 4 | 4 | 25 | 03/30/2026 | ☆ |
| 8181 | Clark Financial Services Group Inc CRD 110650 | Chesterfield, MO | Insurance-Affiliated · Small ($100M–$1B) | $499M | 431 | 1,896 | 6 | 07/31/2026 | ☆ |
| 8182 | Kahn Brothers Advisors Llc CRD 144368 | New York, NY | Wealth Manager · Small ($100M–$1B) | $499M | 347 | 351 | 5 | 09/16/2026 | ☆ |
| 8183 | Blue Opal Capital, Llc CRD 315680 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $499M | 39 | 39 | 4 | 09/10/2026 | ☆ |
| 8184 | Outrunner Capital, Llc CRD 331377 | Austin, TX | Wealth Manager · Small ($100M–$1B) | $498M | 35 | 163 | 4 | 08/28/2026 | ☆ |
| 8185 | Hastings Equity Partners, Llc CRD 167499 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $498M | 6 | 6 | 13 | 03/30/2026 | ☆ |
| 8186 | Jackson Financial Services, Llc CRD 132252 | Mt. Pleasant, SC | Wealth Manager · Small ($100M–$1B) | $498M | 557 | 958 | 3 | 03/30/2026 | ☆ |
| 8187 | Ruedi Wealth Management, Inc. CRD 173262 | Champaign, IL | Wealth Manager · Small ($100M–$1B) | $498M | 469 | 1,249 | 5 | 09/17/2026 | ☆ |
| 8188 | Pitzl Financial, Llc CRD 171441 | Arden Hills, MN | Wealth Manager · Small ($100M–$1B) | $498M | 394 | 1,892 | 8 | 02/09/2026 | ☆ |
| 8189 | Xcel Wealth Management, Llc CRD 158863 | Holly Hill, FL | Wealth Manager · Small ($100M–$1B) | $498M | 334 | 844 | 4 | 02/19/2026 | ☆ |
| 8190 | Socorro Asset Management, L.P. CRD 304401 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $498M | 8 | 8 | 6 | 03/27/2026 | ☆ |
| 8191 | William Madison Advisors, Inc. CRD 294782 | Abilene, TX | Wealth Manager · Small ($100M–$1B) | $498M | 505 | 1,658 | 8 | 03/31/2026 | ☆ |
| 8192 | Schmidt Financial Management, Inc. CRD 328247 | Kirkland, WA | Wealth Manager · Small ($100M–$1B) | $498M | 140 | 827 | 7 | 03/27/2026 | ☆ |
| 8193 | Legeis Capital Advisors, Llc CRD 332943 | Great Neck, NY | Private Fund Manager · Small ($100M–$1B) | $497M | 3 | 3 | 1 | 04/07/2026 | ☆ |
| 8194 | Verdis Investment Management, Llc CRD 134445 | West Conshohocken, PA | Private Fund Manager · Small ($100M–$1B) | $497M | 10 | 10 | 11 | 04/07/2026 | ☆ |
| 8195 | The Milwealth Group, Llc CRD 108931 | Milwaukee, WI | Wealth Manager · Small ($100M–$1B) | $497M | 236 | 822 | 8 | 03/25/2026 | ☆ |
| 8196 | Rr Advisors, Llc CRD 130609 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $497M | 10 | 10 | 8 | 03/20/2026 | ☆ |
| 8197 | Riposte Capital Llc CRD 322217 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $497M | 5 | 5 | 9 | 08/05/2026 | ☆ |
| 8198 | Peavine Capital, Llc CRD 159922 | Investment Adviser · Small ($100M–$1B) | $496M | 11 | 20 | 2 | 01/20/2026 | ☆ | |
| 8199 | Powerlaw Fund Adviser, Llc CRD 338152 | San Francisco, CA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $496M | 1 | 1 | 14 | 04/30/2026 | ☆ |
| 8200 | White Oaks Investment Management, Inc CRD 170016 | Sarasota, FL | Private Fund Manager · Small ($100M–$1B) | $496M | 10 | 11 | 2 | 05/27/2026 | ☆ |