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 |
|---|---|---|---|---|---|---|---|---|---|
| 8701 | Financial Freedom, Llc CRD 118772 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $443M | 114 | 783 | 4 | 03/13/2026 | ☆ |
| 8702 | Members Advisory Group, Llc CRD 153723 | Williamsville, NY | Insurance-Affiliated · Small ($100M–$1B) | $443M | 906 | 1,439 | 7 | 09/17/2026 | ☆ |
| 8703 | Greykasell Wealth Strategies, Inc. CRD 329018 | Danville, CA | Wealth Manager · Small ($100M–$1B) | $443M | 124 | 409 | 5 | 03/10/2026 | ☆ |
| 8704 | Inland Advisory Services, Llc CRD 338893 | Oak Brook, IL | Investment Adviser · Small ($100M–$1B) | $443M | 1 | 1 | 48 | 08/26/2026 | ☆ |
| 8705 | Selkirk Management, Llc CRD 162808 | Chatham, NJ | Private Fund Manager · Small ($100M–$1B) | $443M | 1 | 1 | 4 | 03/16/2026 | ☆ |
| 8706 | Spiegelman Wealth Management, Inc. CRD 336637 | Walnut Creek, CA | Wealth Manager · Small ($100M–$1B) | $443M | 183 | 528 | 4 | 06/22/2026 | ☆ |
| 8707 | Ulland Investment Advisors, Llc CRD 109610 | Minneapolis, MN | Wealth Manager · Small ($100M–$1B) | $443M | 211 | 211 | 5 | 06/08/2026 | ☆ |
| 8708 | Luminus Management, Llc CRD 157536 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $443M | 10 | 10 | 8 | 03/30/2026 | ☆ |
| 8709 | N CRD 304081 | Wealth Manager · Small ($100M–$1B) | $443M | 23 | 20 | 11 | 01/07/2026 | ☆ | |
| 8710 | James R. Martin Consulting, Inc. Dba Jrm Capital Management CRD 109542 | Vancouver, WA | Wealth Manager · Small ($100M–$1B) | $443M | 226 | 628 | 3 | 03/20/2026 | ☆ |
| 8711 | Lifesteps Financial, Inc. CRD 153852 | Claremont, CA | Wealth Manager · Small ($100M–$1B) | $443M | 680 | 1,191 | 9 | 09/11/2026 | ☆ |
| 8712 | Money Management Services, Inc. CRD 106832 | Birmingham, AL | Wealth Manager · Small ($100M–$1B) | $443M | 522 | 1,377 | 12 | 03/10/2026 | ☆ |
| 8713 | Sws Partners, Llc CRD 281838 | Columbus, OH | Wealth Manager · Small ($100M–$1B) | $443M | 157 | 519 | 6 | 07/14/2026 | ☆ |
| 8714 | East Bridge Capital Management Lp CRD 167207 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $442M | 4 | 4 | 5 | 02/04/2026 | ☆ |
| 8715 | Figure Investment Advisors, Llc CRD 158307 | San Francisco, CA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $442M | 5 | 5 | 5 | 03/31/2026 | ☆ |
| 8716 | N CRD 134508 | Wealth Manager · Small ($100M–$1B) | $442M | 147 | 1,064 | 4 | 02/06/2025 | ☆ | |
| 8717 | Oak Harbor Capital, Llc CRD 169089 | Las Vegas, NV | Private Fund Manager · Small ($100M–$1B) | $442M | 18 | 18 | 20 | 03/27/2026 | ☆ |
| 8718 | Ikalon Advisors Llc CRD 332654 | Miami, FL | Investment Adviser · Small ($100M–$1B) | $442M | 2 | 2 | 08/06/2026 | ☆ | |
| 8719 | Landmark Wealth Management, Llc CRD 158693 | Melville, NY | Wealth Manager · Small ($100M–$1B) | $442M | 296 | 865 | 6 | 09/15/2026 | ☆ |
| 8720 | Durational Capital Management Lp CRD 291371 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $442M | 2 | 2 | 5 | 05/21/2026 | ☆ |
| 8721 | Ovata Capital Management Llc CRD 316669 | Hong Kong | Private Fund Manager · Small ($100M–$1B) | $442M | 2 | 2 | 5 | 03/26/2026 | ☆ |
| 8722 | Meridiana Mfo Llc CRD 306237 | Coral Gables, FL | Multi-Family Office · Small ($100M–$1B) | $442M | 10 | 152 | 5 | 04/28/2026 | ☆ |
| 8723 | Templeton Financial Services Inc. CRD 128240 | Chandler, AZ | Wealth Manager · Small ($100M–$1B) | $442M | 315 | 318 | 4 | 03/31/2026 | ☆ |
| 8724 | Paradigm Asset Management Company, L.L.C. CRD 111479 | White Plains, NY | Investment Adviser · Small ($100M–$1B) | $442M | 7 | 10 | 5 | 03/30/2026 | ☆ |
| 8725 | Artemis Capital Partners Management Co., Llc CRD 285607 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $442M | 3 | 3 | 16 | 03/26/2026 | ☆ |
| 8726 | Destiny Advisors Llc CRD 312099 | Austin, TX | Mutual Fund / Asset Manager · Small ($100M–$1B) | $441M | 1 | 1 | 4 | 03/17/2026 | ☆ |
| 8727 | North Island Ventures, Llc CRD 309291 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $441M | 3 | 3 | 9 | 03/20/2026 | ☆ |
| 8728 | Ardan Equity Partners, Llc CRD 312470 | West Palm Beach, FL | Private Fund Manager · Small ($100M–$1B) | $441M | 11 | 11 | 6 | 05/05/2026 | ☆ |
| 8729 | Rise Advisors, Llc CRD 309760 | Rochester, NY | Insurance-Affiliated · Small ($100M–$1B) | $441M | 472 | 1,354 | 9 | 08/17/2026 | ☆ |
| 8730 | Owls Nest Partners Ia, Llc CRD 289811 | Chadds Ford, PA | Private Fund Manager · Small ($100M–$1B) | $441M | 6 | 13 | 10 | 03/30/2026 | ☆ |
| 8731 | Tourmalet Advisors, Lp CRD 336207 | Fairfield, CT | Private Fund Manager · Small ($100M–$1B) | $441M | 5 | 5 | 2 | 07/07/2026 | ☆ |
| 8732 | Bishop & Company Investment Management, Llc CRD 146448 | Erie, PA | Wealth Manager · Small ($100M–$1B) | $441M | 209 | 506 | 3 | 03/18/2026 | ☆ |
| 8733 | Sage Private Wealth Group, Llc CRD 173399 | Oakbrook Terrace, IL | Wealth Manager · Small ($100M–$1B) | $441M | 482 | 480 | 15 | 09/18/2026 | ☆ |
| 8734 | King River Capital Management Pty Ltd CRD 317361 | Surry Hills, New South Wales | Private Fund Manager · Small ($100M–$1B) | $441M | 19 | 19 | 21 | 09/28/2026 | ☆ |
| 8735 | Black Diamond Financial, Llc CRD 314622 | Wealth Manager · Small ($100M–$1B) | $441M | 92 | 247 | 2 | 03/30/2026 | ☆ | |
| 8736 | Cohere Capital Partners, Lp CRD 305806 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $441M | 2 | 2 | 7 | 03/17/2026 | ☆ |
| 8737 | Ag Asset Advisory, Llc CRD 154406 | Los Angeles, CA | Multi-Family Office · Small ($100M–$1B) | $440M | 37 | 196 | 3 | 03/05/2026 | ☆ |
| 8738 | Borealis Strategic Capital Partners, Lp CRD 300562 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $440M | 8 | 8 | 6 | 03/17/2026 | ☆ |
| 8739 | Tower Wealth Partners, Inc. CRD 310461 | Lewisburg, PA | Wealth Manager · Small ($100M–$1B) | $440M | 920 | 1,842 | 9 | 03/04/2026 | ☆ |
| 8740 | Investment Management Consultants CRD 122718 | Las Vegas, NV | Investment Adviser · Small ($100M–$1B) | $440M | 185 | 437 | 2 | 04/01/2026 | ☆ |
| 8741 | Sgl Investment Advisors, Inc. CRD 145167 | Missoula, MT | Insurance-Affiliated · Small ($100M–$1B) | $440M | 883 | 1,533 | 7 | 09/25/2026 | ☆ |
| 8742 | Burford Brothers, Inc. CRD 306574 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $440M | 234 | 856 | 4 | 06/18/2026 | ☆ |
| 8743 | N CRD 277165 | Mutual Fund / Asset Manager · Small ($100M–$1B) | $440M | 2 | 2 | 89 | 03/28/2025 | ☆ | |
| 8744 | Primesolutions Advisors, Llc CRD 110085 | Pittsburgh, PA | Institutional / Pension Advisor · Small ($100M–$1B) | $440M | 3 | 2 | 03/19/2026 | ☆ | |
| 8745 | Tind Asset Management As CRD 334505 | Oslo | Private Fund Manager · Small ($100M–$1B) | $440M | 3 | 3 | 6 | 03/27/2026 | ☆ |
| 8746 | Bluestone Equity Partners, L.P. CRD 323332 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $440M | 1 | 1 | 9 | 06/29/2026 | ☆ |
| 8747 | Vantus Wealth Llc CRD 337216 | Lancaster, PA | Wealth Manager · Small ($100M–$1B) | $440M | 1,010 | 2,368 | 15 | 09/01/2026 | ☆ |
| 8748 | Collwick Funds Gp, Llc CRD 162923 | Charlotte, NC | Private Fund Manager · Small ($100M–$1B) | $440M | 1 | 1 | 4 | 03/10/2026 | ☆ |
| 8749 | The Moorings Group, Llc CRD 129403 | Wealth Manager · Small ($100M–$1B) | $440M | 124 | 165 | 2 | 05/13/2026 | ☆ | |
| 8750 | Biltmore Wealth Management, Llc CRD 151365 | Tempe, AZ | Wealth Manager · Small ($100M–$1B) | $440M | 307 | 639 | 4 | 02/17/2026 | ☆ |