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 |
|---|---|---|---|---|---|---|---|---|---|
| 10151 | Edgeworth Capital Pty Ltd CRD 335630 | Bondi Junction, New South Wales | Investment Adviser · Small ($100M–$1B) | $331M | 7 | 7 | 4 | 03/27/2026 | ☆ |
| 10152 | Vigilare Wealth Management Llc CRD 157663 | Scottsdale, AZ | Insurance-Affiliated · Small ($100M–$1B) | $331M | 157 | 452 | 6 | 03/27/2026 | ☆ |
| 10153 | Sandstone Asset Management Inc. CRD 152742 | Calgary | Wealth Manager · Small ($100M–$1B) | $331M | 129 | 129 | 10 | 06/22/2026 | ☆ |
| 10154 | Hazoor Partners, Llc CRD 289744 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $331M | 7 | 7 | 10 | 03/24/2026 | ☆ |
| 10155 | General Innovation Capital, Llc CRD 331306 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $331M | 1 | 1 | 8 | 05/28/2026 | ☆ |
| 10156 | Lynch Asset Management, Inc. CRD 159938 | Multi-Family Office · Small ($100M–$1B) | $331M | 12 | 23 | 3 | 02/19/2026 | ☆ | |
| 10157 | Essex Private Wealth Management Llc CRD 149991 | Topsfield, MA | Wealth Manager · Small ($100M–$1B) | $331M | 216 | 797 | 6 | 06/11/2026 | ☆ |
| 10158 | Dustin Blodgett Insight Capital, Llc CRD 314558 | Concord, CA | Wealth Manager · Small ($100M–$1B) | $331M | 343 | 883 | 5 | 02/13/2026 | ☆ |
| 10159 | Uniplan Investment Counsel, Inc. CRD 154718 | Milwaukee, WI | Wealth Manager · Small ($100M–$1B) | $330M | 437 | 437 | 11 | 05/15/2026 | ☆ |
| 10160 | Broadview Management, Llc CRD 334073 | St. Louis, MO | Private Fund Manager · Small ($100M–$1B) | $330M | 4 | 4 | 31 | 07/31/2026 | ☆ |
| 10161 | Cypress Capital Wealth Management, Llc CRD 312340 | Ann Arbor, MI | Investment Adviser · Small ($100M–$1B) | $330M | 106 | 106 | 4 | 03/04/2026 | ☆ |
| 10162 | Claris Financial, Llc CRD 168503 | Glen Allen, VA | Wealth Manager · Small ($100M–$1B) | $330M | 599 | 1,038 | 8 | 03/30/2026 | ☆ |
| 10163 | Welton Investment Partners Llc CRD 172452 | Carmel, CA | Private Fund Manager · Small ($100M–$1B) | $330M | 10 | 7 | 18 | 08/28/2026 | ☆ |
| 10164 | Dai Wealth, Llc CRD 138938 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $330M | 1,537 | 2,048 | 40 | 03/30/2026 | ☆ |
| 10165 | Mai, Inc. CRD 107337 | Lexington, KY | Wealth Manager · Small ($100M–$1B) | $330M | 384 | 384 | 6 | 03/25/2026 | ☆ |
| 10166 | Boston Family Advisors Llc CRD 299060 | Boston, MA | Wealth Manager · Small ($100M–$1B) | $330M | 39 | 198 | 10 | 03/19/2026 | ☆ |
| 10167 | Stonebridge Financial Planning Group, Llc CRD 154616 | Orlando, FL | Insurance-Affiliated · Small ($100M–$1B) | $330M | 340 | 704 | 8 | 09/17/2026 | ☆ |
| 10168 | Fluent Financial, Llc CRD 170041 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $330M | 260 | 1,030 | 9 | 04/29/2026 | ☆ |
| 10169 | Dependable Alternative Investments, Llc CRD 300332 | Menlo Park, CA | Wealth Manager · Small ($100M–$1B) | $330M | 285 | 630 | 1 | 01/13/2026 | ☆ |
| 10170 | Colliers Securities Llc CRD 7477 | Minneapolis, MN | Insurance-Affiliated · Small ($100M–$1B) | $330M | 816 | 1,055 | 120 | 03/31/2026 | ☆ |
| 10171 | Paragon Financial Partners, Inc. CRD 158041 | Woodland Hills, CA | Wealth Manager · Small ($100M–$1B) | $330M | 127 | 513 | 2 | 03/18/2026 | ☆ |
| 10172 | N.V.N.G. Investments, Inc. CRD 107446 | Kalamazoo, MI | Wealth Manager · Small ($100M–$1B) | $330M | 39 | 41 | 1 | 01/29/2026 | ☆ |
| 10173 | Powers Advisory Group, Llc CRD 172252 | Highland, IL | Wealth Manager · Small ($100M–$1B) | $330M | 586 | 1,603 | 7 | 06/24/2026 | ☆ |
| 10174 | Stella Point Capital, Lp CRD 290013 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $329M | 9 | 9 | 12 | 03/25/2026 | ☆ |
| 10175 | 501 North, Llc CRD 338118 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $329M | 3 | 3 | 9 | 03/31/2026 | ☆ |
| 10176 | Bryspen, Incorporated CRD 109004 | Washington, DC | Wealth Manager · Small ($100M–$1B) | $329M | 72 | 277 | 2 | 03/31/2026 | ☆ |
| 10177 | Gutierrez Wealth Advisory, Llc CRD 319481 | Little Rock, AR | Wealth Manager · Small ($100M–$1B) | $329M | 141 | 510 | 4 | 09/01/2026 | ☆ |
| 10178 | Ci Capital Partners Llc CRD 156863 | Private Fund Manager · Small ($100M–$1B) | $329M | 7 | 7 | 7 | 05/06/2026 | ☆ | |
| 10179 | Pearl Planning, Llc CRD 336568 | Dexter, MI | Wealth Manager · Small ($100M–$1B) | $329M | 305 | 949 | 7 | 08/21/2026 | ☆ |
| 10180 | Benchmark Investment Advisors Llc CRD 159705 | Chicago, IL | Wealth Manager · Small ($100M–$1B) | $329M | 126 | 126 | 6 | 03/31/2026 | ☆ |
| 10181 | Wealth Management Cpas, Llc CRD 310096 | Salt Lake City, UT | Wealth Manager · Small ($100M–$1B) | $329M | 396 | 1,002 | 11 | 09/15/2026 | ☆ |
| 10182 | Power Financial Partners, Llc CRD 324253 | Tampa, FL | Institutional / Pension Advisor · Small ($100M–$1B) | $329M | 250 | 452 | 4 | 02/12/2026 | ☆ |
| 10183 | Nwm Advisors, Llc CRD 283714 | San Luis Obispo, CA | Wealth Manager · Small ($100M–$1B) | $329M | 191 | 501 | 2 | 02/13/2026 | ☆ |
| 10184 | Mtc Wealth Management Llc CRD 305308 | Tampa, FL | Investment Adviser · Small ($100M–$1B) | $329M | 2 | 2 | 16 | 03/03/2026 | ☆ |
| 10185 | Techquity Capital Management, Llc CRD 162322 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $329M | 2 | 2 | 2 | 03/31/2026 | ☆ |
| 10186 | Game Creek Capital, Lp CRD 158973 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $329M | 14 | 14 | 10 | 04/01/2026 | ☆ |
| 10187 | Beto Financial Group, Llc CRD 307546 | Boise, ID | Wealth Manager · Small ($100M–$1B) | $329M | 348 | 874 | 7 | 04/28/2026 | ☆ |
| 10188 | Fvlcrum Partners, Llc CRD 310971 | Bethesda, MD | Private Fund Manager · Small ($100M–$1B) | $329M | 3 | 3 | 16 | 03/30/2026 | ☆ |
| 10189 | Ballast Capital Advisors Llc CRD 282369 | West Des Moines, IA | Wealth Manager · Small ($100M–$1B) | $329M | 42 | 147 | 7 | 03/02/2026 | ☆ |
| 10190 | Artifex Financial Group, Llc CRD 140643 | Oakwood, OH | Wealth Manager · Small ($100M–$1B) | $329M | 318 | 967 | 5 | 03/31/2026 | ☆ |
| 10191 | Wolf River Capital Management, Llc CRD 149038 | Memphis, TN | Private Fund Manager · Small ($100M–$1B) | $329M | 27 | 27 | 8 | 03/31/2026 | ☆ |
| 10192 | Kenney Investments Inc CRD 105665 | Northfield, IL | Wealth Manager · Small ($100M–$1B) | $328M | 34 | 34 | 2 | 03/30/2026 | ☆ |
| 10193 | Omc Financial Services Ltd CRD 110528 | Dewitt, NY | Wealth Manager · Small ($100M–$1B) | $328M | 269 | 672 | 7 | 03/23/2026 | ☆ |
| 10194 | Glide Capital Llc CRD 288592 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $328M | 2 | 2 | 7 | 03/25/2026 | ☆ |
| 10195 | Torrey Growth & Income Advisors, Llc CRD 139940 | Del Mar, CA | Wealth Manager · Small ($100M–$1B) | $328M | 293 | 294 | 5 | 08/14/2026 | ☆ |
| 10196 | Vb&T Wealth Management Llc CRD 318330 | Scottsdale, AZ | Wealth Manager · Small ($100M–$1B) | $328M | 92 | 314 | 4 | 03/04/2026 | ☆ |
| 10197 | Thomas Story And Son Llc CRD 148774 | Plymouth, IN | Wealth Manager · Small ($100M–$1B) | $328M | 39 | 159 | 2 | 03/05/2026 | ☆ |
| 10198 | N CRD 330528 | Wealth Manager · Small ($100M–$1B) | $328M | 240 | 661 | 5 | 03/28/2025 | ☆ | |
| 10199 | Sterneck Capital Management Llc CRD 111463 | Kansas City, MO | Wealth Manager · Small ($100M–$1B) | $328M | 265 | 670 | 5 | 07/07/2026 | ☆ |
| 10200 | Oxford Wealth Group, Llc CRD 319561 | Orlando, FL | Wealth Manager · Small ($100M–$1B) | $328M | 915 | 1,877 | 14 | 05/05/2026 | ☆ |