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 |
|---|---|---|---|---|---|---|---|---|---|
| 8201 | Rench Wealth Management, Inc. CRD 159983 | Denton, TX | Wealth Manager · Small ($100M–$1B) | $496M | 279 | 280 | 5 | 03/30/2026 | ☆ |
| 8202 | Structural Capital Management Company Ii, Lp CRD 284310 | Menlo Park, CA | Private Fund Manager · Small ($100M–$1B) | $496M | 17 | 17 | 11 | 04/24/2026 | ☆ |
| 8203 | Monarch Capital Management Inc CRD 106244 | Fort Wayne, IN | Wealth Manager · Small ($100M–$1B) | $496M | 194 | 373 | 8 | 07/29/2026 | ☆ |
| 8204 | Klosters Capital Llc CRD 285582 | Miami, FL | Investment Adviser · Small ($100M–$1B) | $496M | 49 | 81 | 7 | 03/19/2026 | ☆ |
| 8205 | Piedmont Capital Management, Llc CRD 155682 | Greenboro, NC | Wealth Manager · Small ($100M–$1B) | $496M | 96 | 223 | 24 | 03/19/2026 | ☆ |
| 8206 | N CRD 331908 | Private Fund Manager · Small ($100M–$1B) | $496M | 2 | 2 | 4 | 03/19/2026 | ☆ | |
| 8207 | Cherrydale Wealth Management, Llc CRD 171541 | Montclair, NJ | Wealth Manager · Small ($100M–$1B) | $495M | 76 | 314 | 3 | 06/02/2026 | ☆ |
| 8208 | Mccay Wealth Advisory Llc CRD 286503 | Manchester, TN | Wealth Manager · Small ($100M–$1B) | $495M | 876 | 880 | 10 | 02/26/2026 | ☆ |
| 8209 | Semmax Financial Advisors, Inc. CRD 144978 | Winston Salem, NC | Insurance-Affiliated · Small ($100M–$1B) | $495M | 826 | 2,240 | 18 | 03/24/2026 | ☆ |
| 8210 | Med Venture Management, Llc CRD 335443 | Salt Lake City, UT | Private Fund Manager · Small ($100M–$1B) | $495M | 1 | 4 | 8 | 04/01/2026 | ☆ |
| 8211 | Great Range Capital, Llc CRD 164294 | Mission Woods, KS | Private Fund Manager · Small ($100M–$1B) | $495M | 3 | 3 | 17 | 03/30/2026 | ☆ |
| 8212 | Portfolio Advisory Council, L.L.C. CRD 107465 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $495M | 567 | 971 | 9 | 03/11/2026 | ☆ |
| 8213 | Infanger Investment Technology, Llc CRD 112328 | Mountain View, CA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $495M | 1 | 25 | 2 | 03/31/2026 | ☆ |
| 8214 | Greystone Financial Group, Llc CRD 306595 | Bloomfield Hills, MI | Wealth Manager · Small ($100M–$1B) | $495M | 582 | 1,264 | 8 | 03/31/2026 | ☆ |
| 8215 | Jdh Wealth Management, Llc CRD 112474 | Santa Rosa, CA | Insurance-Affiliated · Small ($100M–$1B) | $495M | 136 | 392 | 2 | 04/14/2026 | ☆ |
| 8216 | Sterling Wealth Management, Inc. CRD 131304 | Champaign, IL | Wealth Manager · Small ($100M–$1B) | $495M | 240 | 737 | 7 | 03/26/2026 | ☆ |
| 8217 | Pacific Ridge Capital Partners, Llc CRD 152154 | Lake Oswego, OR | Investment Adviser · Small ($100M–$1B) | $495M | 50 | 55 | 10 | 04/07/2026 | ☆ |
| 8218 | Lincolnshire Management, Inc. CRD 157144 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $494M | 9 | 9 | 23 | 03/27/2026 | ☆ |
| 8219 | The Connor Group Fund Manager, Llc CRD 342266 | Miamisburg, OH | Private Fund Manager · Small ($100M–$1B) | $494M | 10 | 10 | 6 | 04/24/2026 | ☆ |
| 8220 | Balanced Wealth Group Llc CRD 328007 | Westlake, OH | Wealth Manager · Small ($100M–$1B) | $494M | 498 | 1,588 | 12 | 09/03/2026 | ☆ |
| 8221 | True Wealth Design, Llc CRD 143194 | Akron, OH | Insurance-Affiliated · Small ($100M–$1B) | $494M | 366 | 1,295 | 12 | 07/30/2026 | ☆ |
| 8222 | Busey Capital Management, Inc. CRD 128044 | Urbana, IL | Endowment & Foundation Advisor · Small ($100M–$1B) | $494M | 384 | 512 | 22 | 03/12/2026 | ☆ |
| 8223 | Bonaventure Capital, Llc CRD 120780 | Birmingham, AL | Multi-Family Office · Small ($100M–$1B) | $494M | 25 | 30 | 3 | 03/30/2026 | ☆ |
| 8224 | N CRD 153763 | Wealth Manager · Small ($100M–$1B) | $494M | 482 | 1,461 | 11 | 03/31/2025 | ☆ | |
| 8225 | N CRD 326885 | Private Fund Manager · Small ($100M–$1B) | $493M | 7 | 7 | 8 | 03/25/2025 | ☆ | |
| 8226 | Allred Capital Management, Llc CRD 297533 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $493M | 353 | 353 | 6 | 03/17/2026 | ☆ |
| 8227 | Sellaronda Global Management Lp CRD 325400 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $493M | 3 | 3 | 6 | 03/30/2026 | ☆ |
| 8228 | Hfm Investment Advisors, Inc. CRD 115799 | Wealth Manager · Small ($100M–$1B) | $493M | 220 | 589 | 2 | 05/27/2026 | ☆ | |
| 8229 | United American Securities, Inc. CRD 21274 | New York, NY | Wealth Manager · Small ($100M–$1B) | $493M | 361 | 363 | 6 | 05/19/2026 | ☆ |
| 8230 | Manteio Capital Llc CRD 311029 | Jersey City, NJ | Private Fund Manager · Small ($100M–$1B) | $493M | 9 | 8 | 34 | 03/17/2026 | ☆ |
| 8231 | Harber Capital Llc CRD 158939 | Asheville, NC | Private Fund Manager · Small ($100M–$1B) | $493M | 3 | 3 | 4 | 03/27/2026 | ☆ |
| 8232 | Symmetry Capital Advisors Llc CRD 122563 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $493M | 72 | 442 | 5 | 03/03/2026 | ☆ |
| 8233 | Basin Oil And Gas Management, Lp CRD 289099 | Fort Worth, TX | Private Fund Manager · Small ($100M–$1B) | $493M | 5 | 5 | 8 | 03/31/2026 | ☆ |
| 8234 | Carr's Hill Capital Partners Management, L.P. CRD 305205 | New Orleans, LA | Private Fund Manager · Small ($100M–$1B) | $493M | 8 | 8 | 10 | 04/29/2026 | ☆ |
| 8235 | True North Management Group, Llc CRD 161042 | Stamford, CT | Private Fund Manager · Small ($100M–$1B) | $493M | 5 | 5 | 9 | 03/16/2026 | ☆ |
| 8236 | Mastodon Advisory Group, Llc CRD 283494 | Endowment & Foundation Advisor · Small ($100M–$1B) | $492M | 3 | 2 | 03/17/2026 | ☆ | ||
| 8237 | Engle Capital Management, L.P. CRD 178525 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $492M | 4 | 4 | 8 | 03/30/2026 | ☆ |
| 8238 | Fusion Capital, Llc CRD 154726 | Mt. Pleasant, SC | Wealth Manager · Small ($100M–$1B) | $492M | 700 | 1,804 | 6 | 09/15/2026 | ☆ |
| 8239 | Hanc Wealth Management, Llc CRD 249789 | Grand Rapids, MI | Wealth Manager · Small ($100M–$1B) | $492M | 349 | 1,061 | 5 | 07/31/2026 | ☆ |
| 8240 | Rpd Fund Management Llc CRD 316867 | Private Fund Manager · Small ($100M–$1B) | $492M | 9 | 9 | 12 | 03/27/2026 | ☆ | |
| 8241 | Chico Wealth Ria, Inc. CRD 162562 | Chico, CA | Wealth Manager · Small ($100M–$1B) | $492M | 266 | 846 | 4 | 03/18/2026 | ☆ |
| 8242 | Central Illinois Group, Llc CRD 341748 | Champaign, IL | Wealth Manager · Small ($100M–$1B) | $492M | 433 | 1,123 | 8 | 09/11/2026 | ☆ |
| 8243 | Brick & Kyle Associates Inc CRD 107771 | Newtown, PA | Wealth Manager · Small ($100M–$1B) | $492M | 427 | 427 | 6 | 04/06/2026 | ☆ |
| 8244 | Tyler Street Capital CRD 340011 | Plymouth, MA | Multi-Family Office · Small ($100M–$1B) | $492M | 13 | 65 | 1 | 06/08/2026 | ☆ |
| 8245 | Atwater Capital, Llc CRD 299075 | Los Angeles, CA | Private Fund Manager · Small ($100M–$1B) | $491M | 13 | 13 | 6 | 03/19/2026 | ☆ |
| 8246 | If Advisors, Llc CRD 309631 | Institutional / Pension Advisor · Small ($100M–$1B) | $491M | 92 | 256 | 4 | 03/31/2026 | ☆ | |
| 8247 | Paces Ferry Wealth Advisors, Llc CRD 300057 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $491M | 219 | 698 | 6 | 03/31/2026 | ☆ |
| 8248 | Permit Capital, Llc CRD 138436 | West Conshohocken, PA | Private Fund Manager · Small ($100M–$1B) | $491M | 3 | 3 | 6 | 03/26/2026 | ☆ |
| 8249 | Victor Capital Partners Management Company, Lp CRD 313929 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $491M | 7 | 7 | 14 | 03/26/2026 | ☆ |
| 8250 | Maryland Capital Advisors, Inc. CRD 134875 | Chester, MD | Wealth Manager · Small ($100M–$1B) | $491M | 190 | 767 | 7 | 03/02/2026 | ☆ |