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 |
|---|---|---|---|---|---|---|---|---|---|
| 10051 | Kilner Capital Advisors, Llc CRD 139521 | Gaithersburg, MD | Wealth Manager · Small ($100M–$1B) | $337M | 230 | 672 | 3 | 03/12/2026 | ☆ |
| 10052 | Alterna Capital Partners Llc CRD 156954 | Private Fund Manager · Small ($100M–$1B) | $337M | 3 | 3 | 4 | 03/26/2026 | ☆ | |
| 10053 | N CRD 169126 | Private Fund Manager · Small ($100M–$1B) | $337M | 6 | 6 | 3 | 03/27/2025 | ☆ | |
| 10054 | Journey Financial Group, Inc. CRD 123565 | Buffalo Grove, IL | Wealth Manager · Small ($100M–$1B) | $336M | 330 | 915 | 7 | 03/24/2026 | ☆ |
| 10055 | Adg Wealth Management Group, Llc CRD 132341 | Metairie, LA | Wealth Manager · Small ($100M–$1B) | $336M | 569 | 1,553 | 4 | 02/25/2026 | ☆ |
| 10056 | Rps Retirement Plan Advisors CRD 319220 | Austin, TX | Insurance-Affiliated · Small ($100M–$1B) | $336M | 31 | 31 | 3 | 04/29/2026 | ☆ |
| 10057 | Colony Capital Investment Advisors, Llc CRD 175506 | Boca Raton, FL | Private Fund Manager · Small ($100M–$1B) | $336M | 5 | 5 | 86 | 05/01/2026 | ☆ |
| 10058 | Lonestar Registered Investment Advisors, Llc CRD 144200 | Lubbock, TX | Wealth Manager · Small ($100M–$1B) | $336M | 1,195 | 1,195 | 13 | 09/28/2026 | ☆ |
| 10059 | Capital Ideas, Llc CRD 114352 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $336M | 96 | 270 | 5 | 03/30/2026 | ☆ |
| 10060 | Agate Pass Investment Management, Llc CRD 155049 | Bainbridge Island, WA | Wealth Manager · Small ($100M–$1B) | $336M | 124 | 320 | 5 | 03/03/2026 | ☆ |
| 10061 | Loon Lake Capital Management Lp CRD 339830 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $336M | 3 | 3 | 6 | 04/30/2026 | ☆ |
| 10062 | Tvfp, Llc CRD 341732 | Meridian, ID | Insurance-Affiliated · Small ($100M–$1B) | $336M | 541 | 1,590 | 10 | 09/16/2026 | ☆ |
| 10063 | Cogent Strategic Wealth Llc CRD 152715 | Chicago, IL | Wealth Manager · Small ($100M–$1B) | $336M | 102 | 446 | 4 | 03/12/2026 | ☆ |
| 10064 | Intrepid Investment Management, Llc CRD 192522 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $336M | 9 | 9 | 7 | 09/29/2026 | ☆ |
| 10065 | Leh Iii Management Llc CRD 341093 | Englewood, CO | Private Fund Manager · Small ($100M–$1B) | $336M | 4 | 4 | 14 | 08/10/2026 | ☆ |
| 10066 | Bennett Selby Investments Limited Partnership CRD 137075 | Wealth Manager · Small ($100M–$1B) | $336M | 97 | 447 | 3 | 03/09/2026 | ☆ | |
| 10067 | Shared Vision Wealth Group, Llc CRD 325000 | Wealth Manager · Small ($100M–$1B) | $336M | 192 | 622 | 3 | 03/03/2026 | ☆ | |
| 10068 | Peachtree Investment Partners, Llc CRD 142839 | Wealth Manager · Small ($100M–$1B) | $336M | 263 | 490 | 2 | 09/14/2026 | ☆ | |
| 10069 | Cross Rapids Capital Lp CRD 313143 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $336M | 4 | 4 | 7 | 03/25/2026 | ☆ |
| 10070 | First Dallas Securities, Inc. CRD 24549 | Dallas, TX | Broker-Dealer (Dually Registered) · Small ($100M–$1B) | $336M | 266 | 266 | 20 | 10/31/2025 | ☆ |
| 10071 | Apricus Wealth Llc CRD 306239 | Beaufort, SC | Wealth Manager · Small ($100M–$1B) | $336M | 100 | 255 | 6 | 02/20/2026 | ☆ |
| 10072 | Mid American Wealth Advisory Group Inc. CRD 301621 | Kansas City, MO | Insurance-Affiliated · Small ($100M–$1B) | $336M | 958 | 2,191 | 21 | 03/27/2026 | ☆ |
| 10073 | Seix Clo Management Llc CRD 285354 | Park Ridge, NJ | Private Fund Manager · Small ($100M–$1B) | $336M | 2 | 2 | 12 | 04/28/2026 | ☆ |
| 10074 | N CRD 153350 | Wealth Manager · Small ($100M–$1B) | $335M | 242 | 759 | 6 | 01/20/2026 | ☆ | |
| 10075 | N CRD 109675 | Wealth Manager · Small ($100M–$1B) | $335M | 56 | 202 | 5 | 02/04/2025 | ☆ | |
| 10076 | Personal Financial Profiles Inc CRD 109327 | Coral Springs, FL | Wealth Manager · Small ($100M–$1B) | $335M | 229 | 369 | 2 | 02/11/2026 | ☆ |
| 10077 | The Menard Financial Group, Llc CRD 299404 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $335M | 128 | 354 | 3 | 09/22/2026 | ☆ |
| 10078 | Cion Grosvenor Management, Llc CRD 330199 | New York, NY | Mutual Fund / Asset Manager · Small ($100M–$1B) | $335M | 2 | 2 | 5 | 03/31/2026 | ☆ |
| 10079 | Bvp Management Company, Llc CRD 307029 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $335M | 10 | 10 | 8 | 03/30/2026 | ☆ |
| 10080 | Trisperity Advisors, Llc CRD 142438 | Katy, TX | Wealth Manager · Small ($100M–$1B) | $335M | 264 | 825 | 2 | 03/27/2026 | ☆ |
| 10081 | Livet Wealth, Llc CRD 337826 | Spanish Fork, UT | Wealth Manager · Small ($100M–$1B) | $335M | 138 | 516 | 3 | 08/31/2026 | ☆ |
| 10082 | Arwa Llc CRD 337220 | Fort Worth, TX | Wealth Manager · Small ($100M–$1B) | $335M | 383 | 1,352 | 7 | 05/20/2026 | ☆ |
| 10083 | N CRD 152078 | Private Fund Manager · Small ($100M–$1B) | $335M | 14 | 15 | 4 | 04/29/2025 | ☆ | |
| 10084 | Pillsbury Lake Capital, Llc CRD 328282 | Private Fund Manager · Small ($100M–$1B) | $335M | 4 | 4 | 4 | 04/29/2026 | ☆ | |
| 10085 | Gotham Green Partners, Llc CRD 288771 | Santa Monica, CA | Private Fund Manager · Small ($100M–$1B) | $335M | 13 | 13 | 10 | 03/31/2026 | ☆ |
| 10086 | Abra Capital Management, Lp CRD 323353 | San Francisco, CA | Investment Adviser · Small ($100M–$1B) | $335M | 277 | 277 | 40 | 03/31/2026 | ☆ |
| 10087 | Molly B Investment Group Llc CRD 150555 | Marietta, GA | Insurance-Affiliated · Small ($100M–$1B) | $335M | 308 | 628 | 2 | 03/24/2026 | ☆ |
| 10088 | Weik Capital Management, Inc CRD 107068 | Wyomissing, PA | Wealth Manager · Small ($100M–$1B) | $335M | 195 | 195 | 8 | 03/27/2026 | ☆ |
| 10089 | Wealthharbor Capital Group, Llc CRD 118614 | Metairie, LA | Institutional / Pension Advisor · Small ($100M–$1B) | $335M | 252 | 374 | 9 | 03/25/2026 | ☆ |
| 10090 | Neuberger Berman Loan Advisers Europe Ii Lp CRD 337854 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $335M | 1 | 1 | 3 | 03/31/2026 | ☆ |
| 10091 | Ginjer Am CRD 174097 | Paris | Investment Adviser · Small ($100M–$1B) | $335M | 35 | 2 | 7 | 03/24/2026 | ☆ |
| 10092 | North Run Capital, Lp CRD 157922 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $335M | 4 | 4 | 4 | 07/07/2026 | ☆ |
| 10093 | Slayton Lewis Inc CRD 114596 | Salt Lake City, UT | Wealth Manager · Small ($100M–$1B) | $334M | 77 | 438 | 5 | 03/31/2026 | ☆ |
| 10094 | American Capital Advisory, Llc CRD 141944 | Ketchum, ID | Wealth Manager · Small ($100M–$1B) | $334M | 384 | 867 | 7 | 03/31/2026 | ☆ |
| 10095 | N CRD 132828 | Wealth Manager · Small ($100M–$1B) | $334M | 37 | 37 | 1 | 02/01/2026 | ☆ | |
| 10096 | Hewell Financial Group, Inc. CRD 333535 | Wealth Manager · Small ($100M–$1B) | $334M | 220 | 743 | 1 | 05/27/2026 | ☆ | |
| 10097 | Swan Investment Partners, Lp CRD 331679 | Old Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $334M | 5 | 5 | 5 | 07/16/2026 | ☆ |
| 10098 | Oceaniq Capital, Llc CRD 168062 | Palo Alto, CA | Wealth Manager · Small ($100M–$1B) | $334M | 452 | 452 | 7 | 06/24/2026 | ☆ |
| 10099 | Envision Capital Management Inc CRD 107150 | Wealth Manager · Small ($100M–$1B) | $334M | 226 | 226 | 2 | 02/17/2026 | ☆ | |
| 10100 | Evermont Wealth, Inc. CRD 168581 | Claremont, CA | Wealth Manager · Small ($100M–$1B) | $334M | 496 | 1,166 | 4 | 03/13/2026 | ☆ |