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 |
|---|---|---|---|---|---|---|---|---|---|
| 9951 | Augment Advisors, Llc CRD 335130 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $343M | 1 | 38 | 3 | 04/14/2026 | ☆ |
| 9952 | Mba Advisors Llc CRD 168073 | Hermitage, PA | Wealth Manager · Small ($100M–$1B) | $343M | 264 | 1,017 | 5 | 02/10/2026 | ☆ |
| 9953 | Diameter Dcf Advisor Llc CRD 335395 | New York, NY | Mutual Fund / Asset Manager · Small ($100M–$1B) | $343M | 1 | 1 | 119 | 04/29/2026 | ☆ |
| 9954 | N CRD 298444 | Wealth Manager · Small ($100M–$1B) | $342M | 79 | 162 | 2 | 04/18/2025 | ☆ | |
| 9955 | Athena Investment Management CRD 106542 | Wealth Manager · Small ($100M–$1B) | $342M | 102 | 399 | 5 | 03/31/2026 | ☆ | |
| 9956 | William Howard & Co. Financial Advisors, Inc. CRD 105959 | Memphis, TN | Wealth Manager · Small ($100M–$1B) | $342M | 176 | 543 | 10 | 03/10/2026 | ☆ |
| 9957 | Legacy Beyond Wealth Llc CRD 328708 | Investment Adviser · Small ($100M–$1B) | $342M | 14 | 14 | 1 | 03/11/2026 | ☆ | |
| 9958 | M3 Advisory Group, Llc CRD 156208 | Wealth Manager · Small ($100M–$1B) | $342M | 341 | 671 | 6 | 09/18/2026 | ☆ | |
| 9959 | Chicago Atlantic Bdc Advisers, Llc CRD 312723 | New York, NY | Investment Adviser · Small ($100M–$1B) | $342M | 1 | 1 | 0 | 07/15/2026 | ☆ |
| 9960 | Eaglebrook Advisors, Inc. CRD 304438 | New York, NY | Investment Adviser · Small ($100M–$1B) | $342M | 159 | 1,110 | 22 | 03/30/2026 | ☆ |
| 9961 | Boyle Capital Management, L.L.C. CRD 132416 | West Des Moines, IA | Wealth Manager · Small ($100M–$1B) | $342M | 423 | 1,462 | 5 | 07/07/2026 | ☆ |
| 9962 | Steelhead Wealth Management Llc CRD 338410 | Glen Allen, VA | Wealth Manager · Small ($100M–$1B) | $342M | 280 | 280 | 7 | 03/19/2026 | ☆ |
| 9963 | J. Hagan Capital, Inc. CRD 168467 | Louisville, KY | Insurance-Affiliated · Small ($100M–$1B) | $342M | 876 | 1,689 | 14 | 09/28/2026 | ☆ |
| 9964 | Second 50 Financial Llc CRD 318626 | Manhattan Beach, CA | Wealth Manager · Small ($100M–$1B) | $342M | 156 | 498 | 5 | 06/13/2026 | ☆ |
| 9965 | Petros Family Wealth, Llc CRD 324059 | Bloomington, MN | Wealth Manager · Small ($100M–$1B) | $342M | 533 | 1,736 | 9 | 02/27/2026 | ☆ |
| 9966 | Astra Capital Management Llc CRD 284265 | Washington, DC | Private Fund Manager · Small ($100M–$1B) | $342M | 6 | 6 | 11 | 03/25/2026 | ☆ |
| 9967 | Ergawealth Advisors, Inc. CRD 290030 | Oak Brook, IL | Wealth Manager · Small ($100M–$1B) | $342M | 415 | 1,077 | 5 | 03/27/2026 | ☆ |
| 9968 | Blue Investment Management, Llc CRD 318610 | Miami Beach, FL | Multi-Family Office · Small ($100M–$1B) | $341M | 22 | 24 | 4 | 03/31/2026 | ☆ |
| 9969 | Thomas Wright Asset Management, Inc. CRD 105192 | San Juan, PR | Multi-Family Office · Small ($100M–$1B) | $341M | 30 | 47 | 1 | 03/30/2026 | ☆ |
| 9970 | Avila Re Capital, Llc CRD 325431 | Corte Madera, CA | Private Fund Manager · Small ($100M–$1B) | $341M | 5 | 5 | 47 | 05/13/2026 | ☆ |
| 9971 | Farringdon Asset Management Pte Ltd CRD 290461 | Singapore, Singapore | Wealth Manager · Small ($100M–$1B) | $341M | 380 | 840 | 16 | 03/27/2025 | ☆ |
| 9972 | Tiemann Investment Advisors, Llc CRD 125360 | Menlo Park, CA | Wealth Manager · Small ($100M–$1B) | $341M | 98 | 295 | 2 | 03/25/2026 | ☆ |
| 9973 | Eukles Asset Management, Llc CRD 156649 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $341M | 473 | 943 | 5 | 03/20/2026 | ☆ |
| 9974 | Carroll Advisory Group, Llc CRD 334565 | Texarkana, TX | Wealth Manager · Small ($100M–$1B) | $341M | 250 | 712 | 7 | 02/18/2026 | ☆ |
| 9975 | Reichard Capital, Llc CRD 305695 | Charlotte, NC | Wealth Manager · Small ($100M–$1B) | $341M | 113 | 219 | 4 | 03/18/2026 | ☆ |
| 9976 | Rm Private Wealth Management Inc. CRD 300082 | Miami, FL | Wealth Manager · Small ($100M–$1B) | $341M | 71 | 185 | 1 | 03/10/2026 | ☆ |
| 9977 | Weybosset Research & Management, Llc CRD 108047 | Providence, RI | Wealth Manager · Small ($100M–$1B) | $341M | 224 | 225 | 3 | 03/11/2026 | ☆ |
| 9978 | Premia Global Advisors, Llc CRD 282426 | Coral Gables, FL | Wealth Manager · Small ($100M–$1B) | $341M | 44 | 48 | 3 | 09/02/2026 | ☆ |
| 9979 | Cap Six Advisors Llc CRD 325164 | Houston, TX | Investment Adviser · Small ($100M–$1B) | $341M | 107 | 128 | 5 | 03/30/2026 | ☆ |
| 9980 | Phillips Wealth Planners Llc CRD 319226 | Starkville, MS | Wealth Manager · Small ($100M–$1B) | $341M | 321 | 2,986 | 6 | 03/04/2026 | ☆ |
| 9981 | Feldman Jeffrey Mark CRD 107956 | Wealth Manager · Small ($100M–$1B) | $341M | 320 | 320 | 1 | 01/13/2026 | ☆ | |
| 9982 | Melodeon Capital Partners, Lp CRD 300896 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $341M | 5 | 5 | 2 | 03/23/2026 | ☆ |
| 9983 | Scholtz & Company, L.L.C. CRD 107363 | Stamford, CT | Wealth Manager · Small ($100M–$1B) | $341M | 206 | 380 | 7 | 03/16/2026 | ☆ |
| 9984 | Blueprint Fund Management Llc CRD 306419 | Greensboro, NC | Mutual Fund / Asset Manager · Small ($100M–$1B) | $340M | 2 | 2 | 9 | 07/10/2026 | ☆ |
| 9985 | Left Brain Wealth Management, Llc CRD 170348 | Naperville, IL | Wealth Manager · Small ($100M–$1B) | $340M | 207 | 712 | 7 | 03/20/2026 | ☆ |
| 9986 | Gunpowder Capital Management, Llc CRD 314867 | Towson, MD | Wealth Manager · Small ($100M–$1B) | $340M | 496 | 1,390 | 6 | 03/30/2026 | ☆ |
| 9987 | Post Resch Tallon Group, Inc. CRD 156302 | Pittsford, NY | Wealth Manager · Small ($100M–$1B) | $340M | 440 | 857 | 5 | 03/27/2026 | ☆ |
| 9988 | Marathon Management Partners Llc CRD 332549 | Beverly Hills, CA | Private Fund Manager · Small ($100M–$1B) | $340M | 4 | 4 | 6 | 06/29/2026 | ☆ |
| 9989 | Aip Capital Advisors Llc CRD 328465 | Stamford, CT | Private Fund Manager · Small ($100M–$1B) | $340M | 2 | 2 | 15 | 06/03/2026 | ☆ |
| 9990 | Eltekon Advisors, Llc. CRD 115371 | West Lake Hills, TX | Insurance-Affiliated · Small ($100M–$1B) | $340M | 500 | 900 | 8 | 08/25/2026 | ☆ |
| 9991 | The Mathes Company, Inc. CRD 109288 | New York, NY | Wealth Manager · Small ($100M–$1B) | $340M | 210 | 210 | 8 | 03/20/2026 | ☆ |
| 9992 | Park, Miller, Llc CRD 146856 | Walnut Creek, CA | Wealth Manager · Small ($100M–$1B) | $340M | 44 | 223 | 4 | 03/31/2026 | ☆ |
| 9993 | Quantum Portfolio Management, Llc CRD 326280 | New York, NY | Endowment & Foundation Advisor · Small ($100M–$1B) | $340M | 47 | 234 | 7 | 04/27/2026 | ☆ |
| 9994 | Insight 2811 Inc CRD 109784 | Chicago, IL | Wealth Manager · Small ($100M–$1B) | $340M | 345 | 839 | 8 | 03/18/2026 | ☆ |
| 9995 | Ap Wealth Management, Llc CRD 156417 | Augusta, GA | Wealth Manager · Small ($100M–$1B) | $340M | 283 | 948 | 7 | 07/09/2026 | ☆ |
| 9996 | Superstring Capital Management Lp CRD 305743 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $340M | 6 | 6 | 5 | 03/30/2026 | ☆ |
| 9997 | N CRD 122997 | Wealth Manager · Small ($100M–$1B) | $339M | 284 | 574 | 7 | 12/10/2025 | ☆ | |
| 9998 | Garnet Equity Capital Holdings, Inc. CRD 161948 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $339M | 2 | 2 | 7 | 02/24/2026 | ☆ |
| 9999 | Turning Point Benefit Group, Inc. CRD 301282 | Frederick, MD | Insurance-Affiliated · Small ($100M–$1B) | $339M | 794 | 1,804 | 23 | 07/01/2026 | ☆ |
| 10000 | Keyvantage Wealth, Llc CRD 331996 | Bethlehem, PA | Wealth Manager · Small ($100M–$1B) | $339M | 143 | 143 | 5 | 03/23/2026 | ☆ |