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 |
|---|---|---|---|---|---|---|---|---|---|
| 8251 | Whitcomb & Hess, Inc. CRD 121064 | Ashland, OH | Wealth Manager · Small ($100M–$1B) | $491M | 1,368 | 2,800 | 31 | 02/25/2026 | ☆ |
| 8252 | Quantum Advisers, Llc CRD 160267 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $491M | 9 | 9 | 144 | 06/30/2026 | ☆ |
| 8253 | Redstone Advisors Inc CRD 107699 | Wichita, KS | Wealth Manager · Small ($100M–$1B) | $491M | 109 | 139 | 6 | 03/02/2026 | ☆ |
| 8254 | Lifewealth Investments, Llc CRD 332978 | Winter Garden, FL | Insurance-Affiliated · Small ($100M–$1B) | $491M | 544 | 1,531 | 22 | 03/30/2026 | ☆ |
| 8255 | Samalin Investment Counsel, Llc CRD 142214 | Chappaqua, NY | Wealth Manager · Small ($100M–$1B) | $491M | 544 | 1,289 | 13 | 06/26/2026 | ☆ |
| 8256 | Cypress Financial Planning, Llc CRD 151014 | Haddon Heights, NJ | Wealth Manager · Small ($100M–$1B) | $490M | 432 | 1,582 | 7 | 07/21/2026 | ☆ |
| 8257 | Synergy Fund Management Group Limited CRD 168167 | Central | Private Fund Manager · Small ($100M–$1B) | $490M | 10 | 10 | 9 | 03/31/2026 | ☆ |
| 8258 | Cook Pine Capital Llc CRD 134911 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $490M | 5 | 7 | 8 | 03/26/2026 | ☆ |
| 8259 | Tim Looney Investments, Llc CRD 164413 | Longwood, FL | Wealth Manager · Small ($100M–$1B) | $490M | 505 | 1,255 | 4 | 03/11/2026 | ☆ |
| 8260 | Fourpoints Investment Managers S.A.S CRD 164612 | Paris | Private Fund Manager · Small ($100M–$1B) | $490M | 467 | 467 | 12 | 04/01/2024 | ☆ |
| 8261 | Daher Capital Group, Llc CRD 341516 | Jupiter, FL | Institutional / Pension Advisor · Small ($100M–$1B) | $490M | 23 | 23 | 1 | 05/20/2026 | ☆ |
| 8262 | Hillcrest Credit And Income Fund Ii Manager, Llc CRD 288671 | New York, NY | Investment Adviser · Small ($100M–$1B) | $490M | 3 | 3 | 1 | 07/15/2026 | ☆ |
| 8263 | Montgomery Investment Management Inc CRD 105417 | Rockville, MD | Wealth Manager · Small ($100M–$1B) | $490M | 108 | 108 | 3 | 02/20/2026 | ☆ |
| 8264 | Mns Financial Management, L.L.C. CRD 116604 | Fort Myers, FL | Wealth Manager · Small ($100M–$1B) | $489M | 321 | 955 | 9 | 04/24/2026 | ☆ |
| 8265 | Iron Financial Llc CRD 106682 | Northbrook, IL | Wealth Manager · Small ($100M–$1B) | $489M | 246 | 649 | 10 | 07/01/2026 | ☆ |
| 8266 | Ifrah Financial Services, Inc. CRD 136925 | Little Rock, AR | Wealth Manager · Small ($100M–$1B) | $489M | 598 | 1,432 | 14 | 02/03/2026 | ☆ |
| 8267 | Postrock Partners Llc CRD 328865 | Overland Park, KS | Investment Adviser · Small ($100M–$1B) | $489M | 34 | 77 | 5 | 05/05/2026 | ☆ |
| 8268 | One Degree Advisors, Inc. CRD 170392 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $489M | 466 | 1,279 | 6 | 09/10/2026 | ☆ |
| 8269 | Wood Tarver Financial Group, Llc CRD 298793 | Boise, ID | Wealth Manager · Small ($100M–$1B) | $489M | 581 | 1,537 | 5 | 04/01/2026 | ☆ |
| 8270 | Westerly Capital Management Llc CRD 140089 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $489M | 3 | 3 | 3 | 03/31/2026 | ☆ |
| 8271 | Wph Gp, Llc CRD 295192 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $489M | 13 | 13 | 11 | 05/13/2026 | ☆ |
| 8272 | Thackeray Partners, Lp CRD 166351 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $489M | 4 | 4 | 11 | 09/04/2026 | ☆ |
| 8273 | Acorn Creek Capital Llc CRD 325809 | Fort Collins, CO | Wealth Manager · Small ($100M–$1B) | $489M | 322 | 2,073 | 5 | 07/06/2026 | ☆ |
| 8274 | Gordian Wealth Advisors, Llc CRD 281775 | Mill Valley, CA | Wealth Manager · Small ($100M–$1B) | $489M | 114 | 362 | 7 | 03/19/2026 | ☆ |
| 8275 | Parkview Ltd. CRD 160171 | Zurich | Wealth Manager · Small ($100M–$1B) | $488M | 62 | 62 | 9 | 02/26/2026 | ☆ |
| 8276 | Register Financial Advisors, Llc CRD 143884 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $488M | 433 | 850 | 15 | 07/20/2026 | ☆ |
| 8277 | Bridgefront Capital, Llc CRD 291949 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $488M | 3 | 3 | 7 | 03/27/2026 | ☆ |
| 8278 | Financial Avengers, Inc. CRD 119636 | Oakland, CA | Wealth Manager · Small ($100M–$1B) | $488M | 206 | 787 | 2 | 03/30/2026 | ☆ |
| 8279 | Objectivity Squared, Llc CRD 311052 | Charleston, SC | Wealth Manager · Small ($100M–$1B) | $488M | 181 | 1,003 | 6 | 03/05/2026 | ☆ |
| 8280 | Hixon Zuercher, Llc CRD 123465 | Findlay, OH | Wealth Manager · Small ($100M–$1B) | $488M | 390 | 1,612 | 11 | 04/10/2026 | ☆ |
| 8281 | Hrc Wealth Management, Llc CRD 117212 | Moscow, ID | Wealth Manager · Small ($100M–$1B) | $487M | 878 | 1,845 | 8 | 03/23/2026 | ☆ |
| 8282 | 44 Wealth Management Llc CRD 309647 | Eugene, OR | Insurance-Affiliated · Small ($100M–$1B) | $487M | 237 | 1,176 | 5 | 09/28/2026 | ☆ |
| 8283 | Blt Fund Manager Llc CRD 166743 | Stamford, CT | Private Fund Manager · Small ($100M–$1B) | $487M | 5 | 5 | 7 | 06/10/2026 | ☆ |
| 8284 | Brown, Lisle/Cummings, Inc. CRD 1331 | Providence, RI | Insurance-Affiliated · Small ($100M–$1B) | $487M | 238 | 490 | 13 | 06/26/2026 | ☆ |
| 8285 | Argent Wealth, Llc CRD 311685 | Ridgeland, MS | Insurance-Affiliated · Small ($100M–$1B) | $487M | 470 | 844 | 11 | 03/30/2026 | ☆ |
| 8286 | Abr Capital Partners, Llc CRD 152121 | Baltimore, MD | Private Fund Manager · Small ($100M–$1B) | $487M | 12 | 12 | 26 | 05/12/2026 | ☆ |
| 8287 | Three Magnolias Financial Advisors, Llc CRD 114471 | Winston Salem, NC | Wealth Manager · Small ($100M–$1B) | $487M | 618 | 1,632 | 7 | 03/30/2026 | ☆ |
| 8288 | D.B. Fitzpatrick & Co., Inc. CRD 105671 | Boise, ID | Investment Adviser · Small ($100M–$1B) | $487M | 93 | 106 | 10 | 03/25/2026 | ☆ |
| 8289 | Bell & Brown Wealth Advisors, Llc CRD 175419 | Newport Beach, CA | Wealth Manager · Small ($100M–$1B) | $487M | 505 | 608 | 3 | 02/06/2026 | ☆ |
| 8290 | Rosenblum Silverman Sutton Sf Inc CRD 105774 | San Francisco, CA | Wealth Manager · Small ($100M–$1B) | $487M | 159 | 160 | 5 | 09/24/2026 | ☆ |
| 8291 | Interlock Equity Lp CRD 315618 | Los Angeles, CA | Private Fund Manager · Small ($100M–$1B) | $486M | 3 | 3 | 14 | 03/31/2026 | ☆ |
| 8292 | Ballina Capital, Llc CRD 289598 | Investment Adviser · Small ($100M–$1B) | $486M | 11 | 13 | 6 | 06/08/2026 | ☆ | |
| 8293 | Cornerstone Planning, Llc CRD 166886 | Charlotte, NC | Wealth Manager · Small ($100M–$1B) | $486M | 409 | 1,273 | 13 | 02/10/2026 | ☆ |
| 8294 | The Pines Wealth Management, Llc CRD 326353 | Southern Pines, NC | Wealth Manager · Small ($100M–$1B) | $486M | 262 | 957 | 4 | 07/20/2026 | ☆ |
| 8295 | I Qu & Co. Management, L.P. CRD 301006 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $486M | 14 | 14 | 7 | 08/14/2026 | ☆ |
| 8296 | 1505 Capital Llc CRD 298880 | New York, NY | Investment Adviser · Small ($100M–$1B) | $486M | 8 | 14 | 11 | 03/27/2026 | ☆ |
| 8297 | N CRD 304809 | Private Fund Manager · Small ($100M–$1B) | $486M | 4 | 5 | 5 | 03/27/2025 | ☆ | |
| 8298 | The Cavanaugh Group Inc CRD 105931 | Kiawah Island, SC | Multi-Family Office · Small ($100M–$1B) | $486M | 44 | 46 | 2 | 06/05/2026 | ☆ |
| 8299 | Anthemis Capital Managers Limited CRD 286542 | London | Private Fund Manager · Small ($100M–$1B) | $486M | 8 | 8 | 29 | 03/30/2026 | ☆ |
| 8300 | Armor Advisors, L.L.C. CRD 157238 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $486M | 5 | 5 | 7 | 03/26/2026 | ☆ |