Investment advisers
45,163 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 |
|---|---|---|---|---|---|---|---|---|---|
| 9551 | Capital Investment Advisors, Inc. CRD 118269 | Washington D.C., DC | Wealth Manager · Small ($100M–$1B) | $374M | 437 | 1,640 | 11 | 09/28/2026 | ☆ |
| 9552 | Torren Management, Llc CRD 329263 | San Diego, CA | Multi-Family Office · Small ($100M–$1B) | $373M | 8 | 156 | 5 | 03/26/2026 | ☆ |
| 9553 | Morey & Quinn Wealth Partners Llc CRD 332074 | Omaha, NE | Insurance-Affiliated · Small ($100M–$1B) | $373M | 548 | 1,575 | 4 | 09/17/2026 | ☆ |
| 9554 | Odyssean, Llc CRD 338473 | Investment Adviser · Small ($100M–$1B) | $373M | 1 | 1 | 2 | 03/12/2026 | ☆ | |
| 9555 | Uniwealth Advisors, Inc. CRD 138009 | Investment Adviser · Small ($100M–$1B) | $373M | 9 | 18 | 1 | 03/11/2026 | ☆ | |
| 9556 | Kunath Karren Rinne & Atkin Llc CRD 104531 | Seattle, WA | Wealth Manager · Small ($100M–$1B) | $373M | 66 | 66 | 4 | 03/31/2026 | ☆ |
| 9557 | Hunting Hill Global Capital, Llc CRD 167481 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $373M | 10 | 10 | 8 | 03/31/2026 | ☆ |
| 9558 | The Karras Company, Inc. CRD 109578 | Roy, UT | Wealth Manager · Small ($100M–$1B) | $373M | 251 | 781 | 7 | 09/09/2026 | ☆ |
| 9559 | Cannell Capital Llc CRD 158371 | Alta, WY | Private Fund Manager · Small ($100M–$1B) | $373M | 8 | 11 | 4 | 03/20/2026 | ☆ |
| 9560 | Richard W. Paul & Associates, Llc CRD 156812 | Novi, MI | Wealth Manager · Small ($100M–$1B) | $373M | 674 | 1,755 | 8 | 03/25/2026 | ☆ |
| 9561 | Hibernia Wealth Partners, Llc CRD 319509 | Baton Rouge, LA | Insurance-Affiliated · Small ($100M–$1B) | $373M | 653 | 1,069 | 10 | 03/04/2026 | ☆ |
| 9562 | Margna Peak Advisors Ag CRD 128649 | Zurich | Wealth Manager · Small ($100M–$1B) | $372M | 48 | 48 | 4 | 02/18/2026 | ☆ |
| 9563 | Arbor Capital Management Inc CRD 111362 | Anchorage, AK | Wealth Manager · Small ($100M–$1B) | $372M | 601 | 627 | 7 | 06/26/2026 | ☆ |
| 9564 | Bestige Holdings, Llc CRD 305343 | Private Fund Manager · Small ($100M–$1B) | $372M | 12 | 12 | 16 | 06/12/2026 | ☆ | |
| 9565 | United Brokerage Services, Inc CRD 39062 | Parkersburg, WV | Insurance-Affiliated · Small ($100M–$1B) | $372M | 1,390 | 1,390 | 95 | 04/10/2026 | ☆ |
| 9566 | Lakeside Drive Management Llc CRD 306808 | Birmingham, MI | Private Fund Manager · Small ($100M–$1B) | $372M | 16 | 16 | 1 | 04/29/2026 | ☆ |
| 9567 | Callahan Wealth Advisory, Llc CRD 316124 | Wealth Manager · Small ($100M–$1B) | $372M | 290 | 867 | 4 | 03/12/2026 | ☆ | |
| 9568 | Rpo Llc CRD 318296 | Stamford, CT | Private Fund Manager · Small ($100M–$1B) | $372M | 8 | 8 | 6 | 04/30/2026 | ☆ |
| 9569 | Livelife Capital Partners Llc CRD 290008 | Southborough, MA | Wealth Manager · Small ($100M–$1B) | $372M | 261 | 1,239 | 9 | 06/11/2026 | ☆ |
| 9570 | Andrew W. Byrd & Co., L.L.C. CRD 163780 | Nashville, TN | Private Fund Manager · Small ($100M–$1B) | $372M | 6 | 6 | 13 | 03/30/2026 | ☆ |
| 9571 | Pacific Wealth Management, Llc CRD 113217 | San Diego, CA | Insurance-Affiliated · Small ($100M–$1B) | $372M | 209 | 529 | 6 | 04/01/2026 | ☆ |
| 9572 | Pinnacle Family Advisors, Llc CRD 145628 | Springfield, MO | Wealth Manager · Small ($100M–$1B) | $372M | 917 | 2,007 | 13 | 03/31/2026 | ☆ |
| 9573 | Union Strategic Advisors Llc CRD 340640 | Blue Ash, OH | Wealth Manager · Small ($100M–$1B) | $372M | 474 | 1,443 | 4 | 06/30/2026 | ☆ |
| 9574 | Olistico Wealth, Llc CRD 315028 | Tulsa, OK | Insurance-Affiliated · Small ($100M–$1B) | $372M | 404 | 405 | 4 | 03/24/2026 | ☆ |
| 9575 | Guggenheim Wealth Solutions, Llc CRD 283238 | Santa Monica, CA | Investment Adviser · Small ($100M–$1B) | $371M | 233 | 242 | 10 | 03/31/2026 | ☆ |
| 9576 | Warther Private Wealth, Llc CRD 125145 | Akron, OH | Wealth Manager · Small ($100M–$1B) | $371M | 249 | 617 | 9 | 03/26/2025 | ☆ |
| 9577 | Bdt & Associates, Inc. CRD 288008 | Yuma, AZ | Wealth Manager · Small ($100M–$1B) | $371M | 477 | 1,683 | 11 | 04/16/2026 | ☆ |
| 9578 | Duvarney, Craig Douglas CRD 126911 | Insurance-Affiliated · Small ($100M–$1B) | $371M | 152 | 681 | 1 | 01/14/2026 | ☆ | |
| 9579 | Orion Capital Management Llc CRD 119428 | Coronado, CA | Wealth Manager · Small ($100M–$1B) | $371M | 163 | 550 | 4 | 03/26/2026 | ☆ |
| 9580 | Ravenstone Capital Management Inc. CRD 338898 | Toronto, Ontario | Private Fund Manager · Small ($100M–$1B) | $371M | 567 | 1,985 | 5 | 06/25/2026 | ☆ |
| 9581 | Macro Advisors, Inc. CRD 118832 | York, PA | Insurance-Affiliated · Small ($100M–$1B) | $371M | 683 | 1,649 | 9 | 05/27/2026 | ☆ |
| 9582 | Helm Investment Management, Llc CRD 141773 | Denver, CO | Wealth Manager · Small ($100M–$1B) | $371M | 140 | 559 | 3 | 03/20/2026 | ☆ |
| 9583 | Fact Capital, L.P. CRD 307860 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $371M | 5 | 5 | 7 | 03/31/2026 | ☆ |
| 9584 | Archer Investment Management, Llc CRD 146852 | Wealth Manager · Small ($100M–$1B) | $371M | 254 | 2,174 | 4 | 09/11/2026 | ☆ | |
| 9585 | Juniper Capital Investment Management, L.P. CRD 312630 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $371M | 2 | 2 | 13 | 03/16/2026 | ☆ |
| 9586 | Atala Financial Inc CRD 318371 | Calabasas, CA | Wealth Manager · Small ($100M–$1B) | $371M | 68 | 248 | 3 | 03/06/2026 | ☆ |
| 9587 | Langley Wealth Management, Llc CRD 312823 | Corinth, MS | Insurance-Affiliated · Small ($100M–$1B) | $371M | 1,229 | 1,827 | 9 | 08/26/2026 | ☆ |
| 9588 | S & P Financial, Inc. CRD 139358 | Ashland, OR | Insurance-Affiliated · Small ($100M–$1B) | $371M | 556 | 1,651 | 2 | 03/31/2026 | ☆ |
| 9589 | Donoghue Forlines Llc CRD 285403 | Boston, MA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $371M | 13 | 20 | 7 | 03/27/2026 | ☆ |
| 9590 | Cordant, Inc. CRD 152395 | Portland, OR | Wealth Manager · Small ($100M–$1B) | $371M | 164 | 999 | 8 | 03/30/2026 | ☆ |
| 9591 | Masonry Capital Management, Llc CRD 292664 | Charlottesville, VA | Investment Adviser · Small ($100M–$1B) | $370M | 54 | 60 | 3 | 08/07/2026 | ☆ |
| 9592 | Rebel Financial, Llc. CRD 168263 | Groveport, OH | Wealth Manager · Small ($100M–$1B) | $370M | 443 | 1,767 | 6 | 03/30/2026 | ☆ |
| 9593 | Catalyst Private Wealth, Llc CRD 305565 | San Mateo, CA | Wealth Manager · Small ($100M–$1B) | $370M | 524 | 524 | 5 | 08/26/2026 | ☆ |
| 9594 | Wealthspring Partners, Llc CRD 322756 | Long Beach, CA | Wealth Manager · Small ($100M–$1B) | $370M | 409 | 922 | 10 | 09/17/2026 | ☆ |
| 9595 | Charbeth Advisory L.L.C. CRD 342682 | Investment Adviser · Small ($100M–$1B) | $370M | 1 | 1 | 1 | 06/15/2026 | ☆ | |
| 9596 | Warwick Group Ii, Inc. CRD 161549 | Private Fund Manager · Small ($100M–$1B) | $370M | 2 | 2 | 1 | 04/30/2026 | ☆ | |
| 9597 | Cosner Financial Group, Llc CRD 147942 | Windsor, CO | Wealth Manager · Small ($100M–$1B) | $370M | 635 | 991 | 5 | 02/12/2026 | ☆ |
| 9598 | Willow Grove Advisors, Llc CRD 151993 | Berkeley, CA | Wealth Manager · Small ($100M–$1B) | $370M | 194 | 782 | 7 | 03/13/2026 | ☆ |
| 9599 | Glassy Mountain Advisors, Inc. CRD 314937 | Bethesda, MD | Wealth Manager · Small ($100M–$1B) | $370M | 127 | 329 | 7 | 03/27/2026 | ☆ |
| 9600 | Valued Wealth Advisors, Llc CRD 316746 | Holladay, UT | Wealth Manager · Small ($100M–$1B) | $370M | 334 | 1,054 | 10 | 03/25/2026 | ☆ |