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 |
|---|---|---|---|---|---|---|---|---|---|
| 8451 | Mangrove Equity Partners, L.P. CRD 162429 | Tampa, FL | Private Fund Manager · Small ($100M–$1B) | $468M | 7 | 7 | 14 | 03/27/2026 | ☆ |
| 8452 | Thirtynorth Investments, Llc CRD 155355 | New Orleans, LA | Wealth Manager · Small ($100M–$1B) | $468M | 238 | 635 | 6 | 03/23/2026 | ☆ |
| 8453 | Flagstone Financial Management, Llc CRD 285484 | Lincoln, NE | Wealth Manager · Small ($100M–$1B) | $468M | 353 | 353 | 11 | 04/21/2026 | ☆ |
| 8454 | Fortitude Advisory Group L.L.C. CRD 116083 | Gig Harbor, WA | Wealth Manager · Small ($100M–$1B) | $468M | 622 | 1,354 | 15 | 09/23/2026 | ☆ |
| 8455 | North Branch Capital Management, L.P. CRD 307344 | Oak Brook, IL | Private Fund Manager · Small ($100M–$1B) | $468M | 5 | 5 | 8 | 04/29/2026 | ☆ |
| 8456 | Yukon Wealth Management, Inc. CRD 109413 | Overland Park, KS | Wealth Manager · Small ($100M–$1B) | $467M | 91 | 355 | 4 | 03/03/2026 | ☆ |
| 8457 | Rps Advisory Solutions, Llc CRD 311575 | Louisville, KY | Insurance-Affiliated · Small ($100M–$1B) | $467M | 1,212 | 2,812 | 10 | 07/15/2026 | ☆ |
| 8458 | Sands Capital Horizons, Llc CRD 335568 | Arlington, VA | Multi-Family Office · Small ($100M–$1B) | $467M | 1 | 8 | 4 | 08/25/2026 | ☆ |
| 8459 | Coston, Mcisaac, And Partners Inc. CRD 194515 | Bar Harbor, ME | Wealth Manager · Small ($100M–$1B) | $467M | 1,254 | 1,254 | 12 | 05/21/2026 | ☆ |
| 8460 | Seascape Capital Management,Llc CRD 126928 | Portsmouth, NH | Wealth Manager · Small ($100M–$1B) | $467M | 169 | 733 | 6 | 03/16/2026 | ☆ |
| 8461 | Edgewater Capital Management, Llc CRD 162735 | Independence, OH | Private Fund Manager · Small ($100M–$1B) | $467M | 4 | 4 | 18 | 05/21/2026 | ☆ |
| 8462 | Widmann Financial Services, Inc. CRD 289106 | Bowie, MD | Wealth Manager · Small ($100M–$1B) | $467M | 551 | 1,128 | 14 | 04/14/2026 | ☆ |
| 8463 | Z3 Capital Partners, Llc CRD 336791 | Richmond, VA | Wealth Manager · Small ($100M–$1B) | $467M | 311 | 1,009 | 5 | 09/11/2026 | ☆ |
| 8464 | Clear Sky Carbon Solutions Investment Management, Llc CRD 311751 | Bellaire, TX | Private Fund Manager · Small ($100M–$1B) | $467M | 8 | 8 | 5 | 03/30/2026 | ☆ |
| 8465 | Mark Sheptoff Financial Planning Llc CRD 108742 | Glastonbury, CT | Wealth Manager · Small ($100M–$1B) | $467M | 252 | 771 | 3 | 03/30/2026 | ☆ |
| 8466 | Wealthvalues, Llc CRD 140004 | Redwood City, CA | Multi-Family Office · Small ($100M–$1B) | $467M | 25 | 151 | 5 | 03/30/2026 | ☆ |
| 8467 | Closed Loop Partners, Llc CRD 307079 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $466M | 12 | 12 | 35 | 05/26/2026 | ☆ |
| 8468 | Alpha Solutions Investment Advisors, Llc CRD 156541 | South San Francisco, CA | Wealth Manager · Small ($100M–$1B) | $466M | 490 | 751 | 6 | 08/04/2026 | ☆ |
| 8469 | Peter Kimmelman Asset Management Lp CRD 133302 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $466M | 52 | 52 | 7 | 03/31/2026 | ☆ |
| 8470 | Access Fiduciary Services, Llc CRD 311558 | Institutional / Pension Advisor · Small ($100M–$1B) | $466M | 6 | 6 | 3 | 08/11/2026 | ☆ | |
| 8471 | Alliance Private Wealth, Llc CRD 316612 | North Reading, MA | Wealth Manager · Small ($100M–$1B) | $466M | 167 | 587 | 11 | 03/05/2026 | ☆ |
| 8472 | Consilium Wealth Advisory, Llc CRD 164993 | Wealth Manager · Small ($100M–$1B) | $466M | 120 | 510 | 7 | 05/28/2026 | ☆ | |
| 8473 | Adit Ventures Management, Llc CRD 283262 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $466M | 27 | 27 | 5 | 03/31/2026 | ☆ |
| 8474 | Alta Fundamental Advisers Llc CRD 168642 | New York, NY | Institutional / Pension Advisor · Small ($100M–$1B) | $466M | 18 | 18 | 5 | 03/24/2026 | ☆ |
| 8475 | Baldwin & Clarke Advisory Services Llc CRD 105666 | Bedford, NH | Wealth Manager · Small ($100M–$1B) | $466M | 294 | 631 | 7 | 07/21/2026 | ☆ |
| 8476 | Bloomfield Capital Holdings, Llc CRD 169198 | Birmingham, MI | Private Fund Manager · Small ($100M–$1B) | $466M | 9 | 9 | 18 | 03/31/2026 | ☆ |
| 8477 | Clelland & Co Inc CRD 105406 | San Diego, CA | Investment Adviser · Small ($100M–$1B) | $466M | 109 | 325 | 3 | 03/23/2026 | ☆ |
| 8478 | Arrowroot Capital Management, Llc CRD 285193 | Marina Del Rey, CA | Private Fund Manager · Small ($100M–$1B) | $465M | 9 | 9 | 16 | 05/13/2026 | ☆ |
| 8479 | Fellowship Financial Planning, Llc CRD 330347 | Spokane, WA | Insurance-Affiliated · Small ($100M–$1B) | $465M | 1,130 | 2,474 | 12 | 08/03/2026 | ☆ |
| 8480 | Bwm Planning Llc CRD 304855 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $465M | 86 | 358 | 6 | 03/13/2026 | ☆ |
| 8481 | Sharpvue Capital, Llc CRD 304746 | Raleigh, NC | Private Fund Manager · Small ($100M–$1B) | $465M | 12 | 12 | 9 | 05/07/2026 | ☆ |
| 8482 | Acumen Financial Advisors, Llc CRD 152748 | Edina, MN | Wealth Manager · Small ($100M–$1B) | $465M | 220 | 624 | 5 | 03/30/2026 | ☆ |
| 8483 | Olive Partners Management Llc CRD 335855 | Palo Alto, CA | Private Fund Manager · Small ($100M–$1B) | $465M | 14 | 14 | 14 | 09/01/2026 | ☆ |
| 8484 | First Citizens Asset Management, Inc CRD 140777 | Raleigh, NC | Insurance-Affiliated · Small ($100M–$1B) | $465M | 1,264 | 1,274 | 58 | 05/27/2026 | ☆ |
| 8485 | John F Suby Wealth Management Llc CRD 150824 | Madison, WI | Wealth Manager · Small ($100M–$1B) | $465M | 196 | 287 | 3 | 08/19/2026 | ☆ |
| 8486 | Lpwm Llc CRD 299007 | Minneapolis, MN | Wealth Manager · Small ($100M–$1B) | $465M | 408 | 1,452 | 6 | 09/02/2026 | ☆ |
| 8487 | Dew Wealth Management, Llc CRD 114148 | Scottsdale, AZ | Insurance-Affiliated · Small ($100M–$1B) | $465M | 246 | 596 | 36 | 09/08/2026 | ☆ |
| 8488 | Cypress Capital Partners, Llc CRD 140754 | Chicago, IL | Multi-Family Office · Small ($100M–$1B) | $464M | 32 | 53 | 3 | 03/19/2026 | ☆ |
| 8489 | Vert Asset Management Llc CRD 288445 | Sausalito, CA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $464M | 2 | 2 | 2 | 01/28/2026 | ☆ |
| 8490 | Colonial River Investments, Llc CRD 284839 | Midlothian, VA | Wealth Manager · Small ($100M–$1B) | $464M | 1,798 | 1,799 | 21 | 03/31/2026 | ☆ |
| 8491 | Obrien Greene & Co Inc CRD 110281 | Media, PA | Wealth Manager · Small ($100M–$1B) | $464M | 148 | 355 | 7 | 06/17/2026 | ☆ |
| 8492 | Accountants Proprietary Financial Servicenet, Llc CRD 126685 | Plainview, NY | Institutional / Pension Advisor · Small ($100M–$1B) | $464M | 283 | 283 | 3 | 12/11/2025 | ☆ |
| 8493 | Slw Investment Management, Llc CRD 332006 | Dallas, TX | Mutual Fund / Asset Manager · Small ($100M–$1B) | $464M | 2 | 2 | 11 | 06/16/2026 | ☆ |
| 8494 | Sard Wealth Management Group, Llc CRD 123457 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $464M | 325 | 1,127 | 3 | 02/10/2026 | ☆ |
| 8495 | Scoggin Management Lp CRD 157587 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $464M | 5 | 5 | 18 | 03/30/2026 | ☆ |
| 8496 | Destra Capital Advisors Llc CRD 148574 | Bozeman, MT | Mutual Fund / Asset Manager · Small ($100M–$1B) | $464M | 2 | 2 | 12 | 03/12/2026 | ☆ |
| 8497 | Independence Financial Advisors, Llc CRD 156305 | Franklin, NH | Insurance-Affiliated · Small ($100M–$1B) | $464M | 2,777 | 3,065 | 11 | 12/19/2025 | ☆ |
| 8498 | Tufton Capital Management, Llc CRD 113543 | Hunt Valley, MD | Wealth Manager · Small ($100M–$1B) | $464M | 248 | 423 | 9 | 04/13/2026 | ☆ |
| 8499 | Mkt Advisors Llc CRD 163833 | Carlsbad, CA | Wealth Manager · Small ($100M–$1B) | $464M | 383 | 991 | 6 | 08/17/2026 | ☆ |
| 8500 | Tcp Management Llc CRD 319179 | Atlanta, GA | Private Fund Manager · Small ($100M–$1B) | $464M | 4 | 4 | 12 | 06/24/2026 | ☆ |