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 |
|---|---|---|---|---|---|---|---|---|---|
| 8301 | Anthemis Capital Managers (Americas) Llc CRD 323376 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $486M | 7 | 7 | 12 | 03/30/2026 | ☆ |
| 8302 | Peakequity Partners Management Co., L.L.C. CRD 281131 | Villanova, PA | Private Fund Manager · Small ($100M–$1B) | $485M | 3 | 3 | 3 | 03/31/2026 | ☆ |
| 8303 | Nwk Group, Inc. CRD 124186 | San Francisco, CA | Wealth Manager · Small ($100M–$1B) | $485M | 213 | 458 | 6 | 03/23/2026 | ☆ |
| 8304 | Bridger Management Llc CRD 160738 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $485M | 3 | 3 | 8 | 09/17/2026 | ☆ |
| 8305 | The Ambrus Group Llc CRD 316761 | Tampa, FL | Private Fund Manager · Small ($100M–$1B) | $485M | 7 | 6 | 5 | 05/28/2026 | ☆ |
| 8306 | Johnson & White Wealth Management Llc CRD 169795 | York, PA | Wealth Manager · Small ($100M–$1B) | $485M | 480 | 1,323 | 7 | 07/23/2026 | ☆ |
| 8307 | Vantage Point Financial Llc CRD 305016 | Lisle, IL | Wealth Manager · Small ($100M–$1B) | $485M | 566 | 1,683 | 17 | 09/09/2026 | ☆ |
| 8308 | Nine Masts Capital Advisers Llc CRD 322775 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $485M | 1 | 1 | 4 | 04/30/2026 | ☆ |
| 8309 | Xebec Asset Management, Llc CRD 305669 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $484M | 8 | 8 | 29 | 03/30/2026 | ☆ |
| 8310 | Graney & King, Llc CRD 126461 | Latham, NY | Insurance-Affiliated · Small ($100M–$1B) | $484M | 791 | 1,248 | 4 | 03/17/2026 | ☆ |
| 8311 | Mountain Pacific Advisors, Llc CRD 151666 | Bellevue, WA | Institutional / Pension Advisor · Small ($100M–$1B) | $484M | 2 | 4 | 6 | 03/24/2026 | ☆ |
| 8312 | Rail Splitter Capital Management Llc CRD 338394 | Winnetka, IL | Multi-Family Office · Small ($100M–$1B) | $484M | 34 | 108 | 3 | 06/24/2026 | ☆ |
| 8313 | Legacy Financial Independent Advisors Llc CRD 324258 | Louisville, KY | Wealth Manager · Small ($100M–$1B) | $484M | 749 | 2,614 | 8 | 03/30/2026 | ☆ |
| 8314 | Locus Investment Group, Ltd. CRD 297940 | Port Louis | Investment Adviser · Small ($100M–$1B) | $484M | 2 | 2 | 4 | 03/17/2026 | ☆ |
| 8315 | Militia Investments, Llc CRD 331788 | Austin, TX | Mutual Fund / Asset Manager · Small ($100M–$1B) | $484M | 1 | 1 | 4 | 03/18/2026 | ☆ |
| 8316 | Exodus Wealth, Llc CRD 174328 | Fort Lauderdale, FL | Insurance-Affiliated · Small ($100M–$1B) | $484M | 2,249 | 3,055 | 53 | 07/08/2026 | ☆ |
| 8317 | Morton Brown Family Wealth Llc CRD 292278 | Allentown, PA | Insurance-Affiliated · Small ($100M–$1B) | $483M | 272 | 275 | 10 | 05/12/2026 | ☆ |
| 8318 | Paradiem, Llc CRD 158200 | Covington, LA | Wealth Manager · Small ($100M–$1B) | $483M | 140 | 325 | 14 | 09/15/2026 | ☆ |
| 8319 | Altman Advisors, Inc CRD 281778 | Chicago, IL | Insurance-Affiliated · Small ($100M–$1B) | $483M | 184 | 553 | 13 | 07/30/2026 | ☆ |
| 8320 | Usadvisors Wealth Management, Llc CRD 158108 | Eden Prairie, MN | Wealth Manager · Small ($100M–$1B) | $483M | 1,901 | 2,145 | 15 | 02/19/2026 | ☆ |
| 8321 | Global Kandor Advisors, Llc CRD 308452 | Miami, FL | Wealth Manager · Small ($100M–$1B) | $483M | 74 | 255 | 13 | 07/28/2026 | ☆ |
| 8322 | Buttonwood Financial Advisors, Inc. CRD 144926 | Baltimore, MD | Wealth Manager · Small ($100M–$1B) | $483M | 327 | 1,066 | 8 | 03/07/2026 | ☆ |
| 8323 | Joyce Wealth Management, Llc CRD 325221 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $483M | 193 | 949 | 3 | 04/02/2026 | ☆ |
| 8324 | Van Strum & Towne Inc CRD 106228 | San Francisco, CA | Wealth Manager · Small ($100M–$1B) | $483M | 101 | 271 | 6 | 03/27/2026 | ☆ |
| 8325 | Valen Private Capital, Llc. CRD 342364 | Paoli, PA | Insurance-Affiliated · Small ($100M–$1B) | $483M | 89 | 89 | 3 | 09/09/2026 | ☆ |
| 8326 | Astoria Strategic Wealth, Inc. CRD 113510 | Wealth Manager · Small ($100M–$1B) | $483M | 177 | 1,021 | 7 | 07/23/2026 | ☆ | |
| 8327 | Monte Financial Group, Llc CRD 150119 | Guilford, CT | Wealth Manager · Small ($100M–$1B) | $482M | 434 | 438 | 12 | 03/03/2026 | ☆ |
| 8328 | Genesis Private Wealth, Llc CRD 315692 | Ashburn, VA | Insurance-Affiliated · Small ($100M–$1B) | $482M | 308 | 691 | 6 | 07/16/2026 | ☆ |
| 8329 | Physicians Financial Services, Inc. CRD 118519 | Raleigh, NC | Wealth Manager · Small ($100M–$1B) | $482M | 216 | 569 | 6 | 03/30/2026 | ☆ |
| 8330 | Ping Capital Management, Inc. CRD 308358 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $482M | 6 | 6 | 10 | 03/02/2026 | ☆ |
| 8331 | Ss&H Financial Advisors, Inc. CRD 112256 | Troy, MI | Wealth Manager · Small ($100M–$1B) | $482M | 116 | 252 | 2 | 03/02/2026 | ☆ |
| 8332 | Oakstreet Wealth Management, Inc. CRD 288723 | Magnolia, TX | Institutional / Pension Advisor · Small ($100M–$1B) | $482M | 58 | 58 | 2 | 03/30/2026 | ☆ |
| 8333 | Emet Capital Management, Llc CRD 167047 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $482M | 2 | 2 | 10 | 03/27/2026 | ☆ |
| 8334 | Amj Financial Wealth Management Llc CRD 162878 | Leesburg, VA | Wealth Manager · Small ($100M–$1B) | $482M | 470 | 1,862 | 17 | 03/19/2026 | ☆ |
| 8335 | Cross Financial Advisors, Llc CRD 287686 | Portland, OR | Wealth Manager · Small ($100M–$1B) | $482M | 1,873 | 2,907 | 12 | 09/27/2026 | ☆ |
| 8336 | 15 Wealth Advisors Llc CRD 337459 | Mundelein, IL | Wealth Manager · Small ($100M–$1B) | $481M | 687 | 687 | 15 | 09/09/2026 | ☆ |
| 8337 | Ip Financial Advisory Services Llc CRD 305772 | Charlotte, NC | Insurance-Affiliated · Small ($100M–$1B) | $481M | 2,001 | 2,686 | 112 | 06/30/2026 | ☆ |
| 8338 | Tigeroak Management, Llc CRD 330640 | Nashville, TN | Wealth Manager · Small ($100M–$1B) | $481M | 285 | 626 | 5 | 02/20/2026 | ☆ |
| 8339 | Onyxpoint Global Management Lp CRD 288356 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $481M | 5 | 7 | 8 | 03/31/2026 | ☆ |
| 8340 | Pinnacle Peak Private Client Group, Llc CRD 282003 | Scottsdale, AZ | Insurance-Affiliated · Small ($100M–$1B) | $481M | 708 | 1,348 | 6 | 02/27/2026 | ☆ |
| 8341 | Aureon Partners Llc CRD 338348 | New York, NY | Investment Adviser · Small ($100M–$1B) | $481M | 1 | 1 | 7 | 03/11/2026 | ☆ |
| 8342 | Thurston Advisors, Llc CRD 318422 | Vero Beach, FL | Private Fund Manager · Small ($100M–$1B) | $481M | 9 | 9 | 9 | 05/12/2026 | ☆ |
| 8343 | Harbor Advisory Corporation CRD 105151 | Portsmouth, NH | Wealth Manager · Small ($100M–$1B) | $481M | 144 | 395 | 3 | 05/14/2026 | ☆ |
| 8344 | N CRD 309628 | Wealth Manager · Small ($100M–$1B) | $481M | 646 | 1,580 | 7 | 03/28/2025 | ☆ | |
| 8345 | Eaton Cambridge Inc. CRD 116798 | Phoenix, AZ | Wealth Manager · Small ($100M–$1B) | $481M | 311 | 1,075 | 11 | 06/12/2026 | ☆ |
| 8346 | Orange Avenue Advisors Llc CRD 339327 | Orlando, FL | Private Fund Manager · Small ($100M–$1B) | $481M | 1 | 1 | 2 | 05/17/2026 | ☆ |
| 8347 | Courage Miller Partners, Llc CRD 147360 | Norfolk, VA | Wealth Manager · Small ($100M–$1B) | $481M | 228 | 840 | 4 | 03/30/2026 | ☆ |
| 8348 | Lion Point Capital, Lp CRD 174322 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $481M | 8 | 8 | 7 | 04/30/2026 | ☆ |
| 8349 | Nine Ten Capital Management, Llc CRD 171420 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $481M | 1 | 1 | 3 | 09/15/2026 | ☆ |
| 8350 | Contrary Llc CRD 311054 | Private Fund Manager · Small ($100M–$1B) | $481M | 11 | 11 | 12 | 07/08/2026 | ☆ |