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 |
|---|---|---|---|---|---|---|---|---|---|
| 8851 | Integrated Capital Management Llc CRD 284766 | Bloomfield Hills, MI | Insurance-Affiliated · Small ($100M–$1B) | $430M | 448 | 2,021 | 5 | 02/27/2026 | ☆ |
| 8852 | Compass Financial Group, Inc. CRD 125186 | Deerfield Beach, FL | Wealth Manager · Small ($100M–$1B) | $430M | 120 | 431 | 6 | 03/26/2026 | ☆ |
| 8853 | Navigate Wealth Management, Llc CRD 173770 | Birmingham, AL | Wealth Manager · Small ($100M–$1B) | $430M | 274 | 873 | 8 | 08/10/2026 | ☆ |
| 8854 | Shayne & Jacobs, Llc CRD 109423 | Nashville, TN | Wealth Manager · Small ($100M–$1B) | $429M | 169 | 231 | 5 | 03/27/2026 | ☆ |
| 8855 | Qbox Fiduciary Solutions, Llc CRD 167622 | Fort Wayne, IN | Institutional / Pension Advisor · Small ($100M–$1B) | $429M | 314 | 346 | 2 | 09/02/2026 | ☆ |
| 8856 | Radian Investment Management Llc CRD 325109 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $429M | 3 | 3 | 7 | 03/31/2026 | ☆ |
| 8857 | Square Wave Capital Llc CRD 318517 | Brooklyn, NY | Private Fund Manager · Small ($100M–$1B) | $429M | 3 | 3 | 4 | 03/31/2026 | ☆ |
| 8858 | Symphony Financial Services, Inc. CRD 125058 | Akron, OH | Insurance-Affiliated · Small ($100M–$1B) | $429M | 641 | 1,312 | 7 | 02/25/2026 | ☆ |
| 8859 | Lawson Kroeker Investment Management Inc CRD 105053 | Omaha, NE | Wealth Manager · Small ($100M–$1B) | $429M | 142 | 254 | 7 | 03/04/2026 | ☆ |
| 8860 | N CRD 285713 | Wealth Manager · Small ($100M–$1B) | $428M | 464 | 1,311 | 8 | 04/06/2026 | ☆ | |
| 8861 | Blue Water Asset Management, Llc CRD 175362 | Grand Rapids, MI | Wealth Manager · Small ($100M–$1B) | $428M | 940 | 1,855 | 10 | 06/03/2026 | ☆ |
| 8862 | Lega Z Advisory Llc CRD 297417 | Multi-Family Office · Small ($100M–$1B) | $428M | 7 | 64 | 1 | 03/18/2026 | ☆ | |
| 8863 | Coalescence Partners Investment Management Lp CRD 285361 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $428M | 6 | 6 | 6 | 03/31/2026 | ☆ |
| 8864 | Longwall Investment Partners, Llc CRD 324336 | Westport, CT | Wealth Manager · Small ($100M–$1B) | $428M | 50 | 120 | 5 | 07/23/2026 | ☆ |
| 8865 | Providence Financial Advisors, Llc CRD 124839 | Overland Park, KS | Endowment & Foundation Advisor · Small ($100M–$1B) | $428M | 186 | 559 | 5 | 02/27/2026 | ☆ |
| 8866 | Haven Private, Llc CRD 329012 | Orlando, FL | Wealth Manager · Small ($100M–$1B) | $428M | 186 | 684 | 6 | 04/24/2026 | ☆ |
| 8867 | Cpc Management, Llc CRD 313413 | Kansas City, MO | Private Fund Manager · Small ($100M–$1B) | $428M | 1 | 1 | 16 | 05/01/2026 | ☆ |
| 8868 | Kerux, Llc CRD 327724 | Granite Bay, CA | Wealth Manager · Small ($100M–$1B) | $428M | 541 | 1,563 | 2 | 07/14/2026 | ☆ |
| 8869 | Mccarter Private Wealth Services Llc CRD 108191 | Boston, MA | Wealth Manager · Small ($100M–$1B) | $428M | 126 | 199 | 6 | 12/16/2025 | ☆ |
| 8870 | Crux Capital Ltd CRD 149665 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $428M | 5 | 5 | 10 | 08/11/2026 | ☆ |
| 8871 | Belay Investment Group, Llc CRD 281985 | Sherman Oaks, CA | Investment Adviser · Small ($100M–$1B) | $427M | 2 | 4 | 16 | 04/02/2026 | ☆ |
| 8872 | N CRD 147881 | Wealth Manager · Small ($100M–$1B) | $427M | 335 | 797 | 4 | 03/26/2026 | ☆ | |
| 8873 | Shearwater Capital, Llc CRD 115399 | Denver, CO | Wealth Manager · Small ($100M–$1B) | $427M | 180 | 731 | 4 | 03/17/2026 | ☆ |
| 8874 | Sag Harbor Capital Management, Llc CRD 161490 | Great Neck, NY | Private Fund Manager · Small ($100M–$1B) | $427M | 2 | 2 | 13 | 03/30/2026 | ☆ |
| 8875 | O'donnell Financial Services, Llc CRD 172520 | San Rafael, CA | Wealth Manager · Small ($100M–$1B) | $427M | 995 | 999 | 12 | 03/26/2026 | ☆ |
| 8876 | Protium Capital Limited CRD 335585 | Hong Kong | Private Fund Manager · Small ($100M–$1B) | $427M | 1 | 4 | 10 | 03/30/2026 | ☆ |
| 8877 | Cp Capital (Us) Partners Lp CRD 158979 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $427M | 9 | 9 | 17 | 06/11/2026 | ☆ |
| 8878 | Care Equity Capital Management, L.P. CRD 312131 | Private Fund Manager · Small ($100M–$1B) | $427M | 2 | 2 | 7 | 03/31/2026 | ☆ | |
| 8879 | Hfg Advisors, Inc. CRD 282027 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $427M | 675 | 2,091 | 9 | 08/04/2026 | ☆ |
| 8880 | Beacon Bridge Wealth Partners, Llc CRD 321705 | Lower Gwynedd, PA | Wealth Manager · Small ($100M–$1B) | $427M | 717 | 1,113 | 11 | 09/29/2026 | ☆ |
| 8881 | Hep Management Corporation CRD 161855 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $427M | 3 | 3 | 9 | 03/31/2026 | ☆ |
| 8882 | Blue Like An Orange Capital Us Llc CRD 291948 | Washington, DC | Private Fund Manager · Small ($100M–$1B) | $427M | 2 | 2 | 6 | 03/12/2026 | ☆ |
| 8883 | Pacific Strategic Management, Lp CRD 127990 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $426M | 24 | 68 | 3 | 03/31/2026 | ☆ |
| 8884 | Abr Dynamic Funds, Llc CRD 171847 | New York, NY | Mutual Fund / Asset Manager · Small ($100M–$1B) | $426M | 7 | 7 | 10 | 06/09/2026 | ☆ |
| 8885 | Stark Richard Joseph CRD 107636 | Englewood, CO | Wealth Manager · Small ($100M–$1B) | $426M | 66 | 178 | 4 | 03/28/2025 | ☆ |
| 8886 | Cypress Capital, Llc CRD 171266 | Franklin, TN | Wealth Manager · Small ($100M–$1B) | $426M | 663 | 1,547 | 12 | 03/18/2026 | ☆ |
| 8887 | Professional Financial Advisors Inc CRD 107289 | Radnor, PA | Wealth Manager · Small ($100M–$1B) | $426M | 259 | 1,222 | 13 | 03/03/2026 | ☆ |
| 8888 | Astra Asset Management Uk Limited CRD 167413 | London | Private Fund Manager · Small ($100M–$1B) | $426M | 10 | 10 | 19 | 07/28/2026 | ☆ |
| 8889 | Legacy Bridge, Llc CRD 282261 | West Des Moines, IA | Wealth Manager · Small ($100M–$1B) | $426M | 67 | 117 | 8 | 03/18/2026 | ☆ |
| 8890 | Omni 360 Wealth, Inc. CRD 124878 | Plainsboro, NJ | Wealth Manager · Small ($100M–$1B) | $426M | 385 | 918 | 8 | 03/11/2026 | ☆ |
| 8891 | Sylvest Advisors, Llc CRD 165130 | Dallas, TX | Insurance-Affiliated · Small ($100M–$1B) | $426M | 428 | 1,214 | 8 | 03/25/2026 | ☆ |
| 8892 | Perigee Capital, Lp CRD 122085 | Sarasota, FL | Private Fund Manager · Small ($100M–$1B) | $426M | 119 | 119 | 1 | 03/27/2026 | ☆ |
| 8893 | Appomattox Advisory, Inc CRD 153731 | New York, NY | Multi-Family Office · Small ($100M–$1B) | $426M | 22 | 22 | 6 | 03/27/2026 | ☆ |
| 8894 | Cip Fund Management Llc CRD 160700 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $426M | 3 | 3 | 5 | 06/07/2024 | ☆ |
| 8895 | Quad Cities Investment Group, Llc CRD 154113 | Davenport, IA | Wealth Manager · Small ($100M–$1B) | $426M | 610 | 1,546 | 8 | 04/16/2026 | ☆ |
| 8896 | Science & Technology Partners, L.P. CRD 331267 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $425M | 3 | 3 | 9 | 05/29/2026 | ☆ |
| 8897 | Boothe Investment Group, Inc. CRD 291437 | Dover, DE | Wealth Manager · Small ($100M–$1B) | $425M | 622 | 1,612 | 9 | 08/31/2026 | ☆ |
| 8898 | Stonehearth Capital Management Llc CRD 128866 | Danvers, MA | Wealth Manager · Small ($100M–$1B) | $425M | 490 | 1,338 | 8 | 03/07/2026 | ☆ |
| 8899 | Buttonwood Wealth, Llc CRD 305896 | Winchester, VA | Wealth Manager · Small ($100M–$1B) | $425M | 406 | 1,062 | 7 | 02/11/2026 | ☆ |
| 8900 | Dubin Clark & Company, Inc CRD 282733 | Jacksonville Beach, FL | Private Fund Manager · Small ($100M–$1B) | $425M | 24 | 24 | 17 | 03/31/2026 | ☆ |