Investment advisers
45,174 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 |
|---|---|---|---|---|---|---|---|---|---|
| 10751 | Estate Management Counselors,Llc CRD 126624 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $294M | 355 | 1,018 | 4 | 03/05/2026 | ☆ |
| 10752 | Christensen, King & Associates Investment Services, Inc. CRD 116556 | Richland, WA | Wealth Manager · Small ($100M–$1B) | $294M | 540 | 1,033 | 10 | 03/19/2026 | ☆ |
| 10753 | Baugh & Associates, Llc CRD 136342 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $294M | 161 | 437 | 4 | 03/20/2026 | ☆ |
| 10754 | A.R.T. Advisors, Llc CRD 161643 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $294M | 2 | 2 | 30 | 03/27/2026 | ☆ |
| 10755 | Eagle Bluffs Wealth Management Llc CRD 306311 | Columbia, MO | Wealth Manager · Small ($100M–$1B) | $294M | 165 | 550 | 5 | 03/10/2026 | ☆ |
| 10756 | M.C. Byrd Wealth Management, Llc CRD 151070 | Bellville, TX | Wealth Manager · Small ($100M–$1B) | $294M | 557 | 967 | 5 | 03/25/2026 | ☆ |
| 10757 | Plus Capital Management, L.L.C. CRD 167459 | Venice, CA | Private Fund Manager · Small ($100M–$1B) | $294M | 15 | 15 | 9 | 03/30/2026 | ☆ |
| 10758 | N CRD 150200 | Wealth Manager · Small ($100M–$1B) | $294M | 194 | 194 | 4 | 04/03/2025 | ☆ | |
| 10759 | Mdt Financial Advisors, Llc CRD 340925 | Webster, TX | Wealth Manager · Small ($100M–$1B) | $294M | 331 | 644 | 7 | 06/26/2026 | ☆ |
| 10760 | Generative Investment Partners Lp CRD 312473 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $294M | 10 | 10 | 4 | 03/31/2026 | ☆ |
| 10761 | Sherwood Financial Partners, Llc CRD 301329 | Westlake Village, CA | Wealth Manager · Small ($100M–$1B) | $294M | 88 | 207 | 6 | 04/30/2026 | ☆ |
| 10762 | Project Level Management Company, Llc CRD 335704 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $294M | 4 | 4 | 50 | 08/10/2026 | ☆ |
| 10763 | Resolute Wealth Advisor, Inc. CRD 290349 | Findlay, OH | Wealth Manager · Small ($100M–$1B) | $294M | 816 | 816 | 4 | 06/23/2026 | ☆ |
| 10764 | Nuclo Wealth Llc CRD 317730 | Houston, TX | Investment Adviser · Small ($100M–$1B) | $294M | 72 | 69 | 8 | 03/27/2026 | ☆ |
| 10765 | Copperplate Capital Llc CRD 174528 | Menlo Park, CA | Private Fund Manager · Small ($100M–$1B) | $294M | 3 | 3 | 2 | 03/31/2026 | ☆ |
| 10766 | Nextgen Growth Partners, Llc CRD 285024 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $294M | 8 | 8 | 15 | 03/30/2026 | ☆ |
| 10767 | Wisconsin Capital Management, Llc CRD 110394 | Madison, WI | Wealth Manager · Small ($100M–$1B) | $294M | 74 | 125 | 5 | 08/28/2026 | ☆ |
| 10768 | Newmile Capital Llc CRD 333726 | Private Fund Manager · Small ($100M–$1B) | $294M | 10 | 10 | 5 | 06/12/2026 | ☆ | |
| 10769 | Enright, Mollin, Cascio & Ramusevic, Inc. CRD 106574 | Elmhurst, NY | Wealth Manager · Small ($100M–$1B) | $294M | 111 | 245 | 3 | 03/05/2026 | ☆ |
| 10770 | Private Portfolios, Inc. CRD 111905 | San Mateo, CA | Wealth Manager · Small ($100M–$1B) | $293M | 267 | 454 | 3 | 09/02/2026 | ☆ |
| 10771 | Trademark Financial Management, Llc CRD 116543 | Bloomington, MN | Wealth Manager · Small ($100M–$1B) | $293M | 458 | 923 | 5 | 03/09/2026 | ☆ |
| 10772 | Tate Wealth Management CRD 120938 | Sacramento, CA | Wealth Manager · Small ($100M–$1B) | $293M | 145 | 396 | 4 | 04/24/2026 | ☆ |
| 10773 | Fiduciary Financial Partners, Llc CRD 156389 | Naperville, IL | Insurance-Affiliated · Small ($100M–$1B) | $293M | 220 | 829 | 6 | 09/16/2026 | ☆ |
| 10774 | Pelkonen And Associates Llc CRD 305933 | Melville, NY | Wealth Manager · Small ($100M–$1B) | $293M | 317 | 906 | 4 | 03/13/2026 | ☆ |
| 10775 | Greenwich Advisors, Llc CRD 165892 | Greenwich, CT | Wealth Manager · Small ($100M–$1B) | $293M | 72 | 211 | 4 | 07/09/2026 | ☆ |
| 10776 | Masterton Capital Management, Lp CRD 308917 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $293M | 3 | 3 | 3 | 03/26/2026 | ☆ |
| 10777 | 22 V Asset Management Llc CRD 323898 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $293M | 4 | 4 | 11 | 03/25/2026 | ☆ |
| 10778 | Blueprint Partners Llc CRD 312902 | Traverse City, MI | Wealth Manager · Small ($100M–$1B) | $293M | 337 | 337 | 4 | 02/09/2026 | ☆ |
| 10779 | Kilterhowling Llc CRD 169684 | Boulder, CO | Wealth Manager · Small ($100M–$1B) | $293M | 207 | 621 | 4 | 03/24/2026 | ☆ |
| 10780 | Renaissance Venture Capital Management, Inc. CRD 162268 | Ann Arbor, MI | Private Fund Manager · Small ($100M–$1B) | $293M | 5 | 5 | 4 | 01/27/2026 | ☆ |
| 10781 | Hemming& Wealth Management, Inc. CRD 300918 | Traverse City, MI | Wealth Manager · Small ($100M–$1B) | $293M | 446 | 1,614 | 9 | 06/05/2026 | ☆ |
| 10782 | Whitebark Investors Lp CRD 331803 | Incline Village, NV | Private Fund Manager · Small ($100M–$1B) | $292M | 5 | 5 | 6 | 05/27/2026 | ☆ |
| 10783 | Hamilton Robinson Llc CRD 162590 | Stamford, CT | Private Fund Manager · Small ($100M–$1B) | $292M | 12 | 12 | 10 | 07/28/2026 | ☆ |
| 10784 | Cornerstone Financial Group,Llc CRD 129246 | Omaha, NE | Wealth Manager · Small ($100M–$1B) | $292M | 349 | 950 | 7 | 06/08/2026 | ☆ |
| 10785 | Ec Ventures V Llc CRD 340444 | Colorado Springs, CO | Wealth Manager · Small ($100M–$1B) | $292M | 206 | 527 | 8 | 07/10/2026 | ☆ |
| 10786 | Luken Investment Analytics, Llc CRD 169008 | Brentwood, TN | Wealth Manager · Small ($100M–$1B) | $292M | 267 | 664 | 6 | 05/21/2026 | ☆ |
| 10787 | Apex Strategic Wealth, Llc CRD 308569 | Chattanooga, TN | Insurance-Affiliated · Small ($100M–$1B) | $292M | 604 | 1,328 | 8 | 08/04/2026 | ☆ |
| 10788 | Cassady Wealth & Retirement Planning L.L.C. CRD 309710 | Henderson, NV | Wealth Manager · Small ($100M–$1B) | $292M | 455 | 685 | 5 | 07/10/2026 | ☆ |
| 10789 | N CRD 317867 | Wealth Manager · Small ($100M–$1B) | $292M | 319 | 998 | 2 | 03/13/2026 | ☆ | |
| 10790 | Sempolinski, William John CRD 338120 | Easton, MA | Wealth Manager · Small ($100M–$1B) | $292M | 290 | 750 | 3 | 07/31/2026 | ☆ |
| 10791 | Efinancial Alliance, Llc CRD 161352 | Franklin, TN | Wealth Manager · Small ($100M–$1B) | $292M | 212 | 873 | 5 | 04/16/2026 | ☆ |
| 10792 | Jmn Financial, Llc CRD 316673 | Wealth Manager · Small ($100M–$1B) | $292M | 139 | 399 | 2 | 03/17/2026 | ☆ | |
| 10793 | Long Island Wealth Management, Inc. CRD 173363 | Wealth Manager · Small ($100M–$1B) | $292M | 125 | 487 | 1 | 09/30/2026 | ☆ | |
| 10794 | Madden Advisory Services, Inc. CRD 112607 | Jacksonville, FL | Wealth Manager · Small ($100M–$1B) | $292M | 335 | 846 | 5 | 05/28/2026 | ☆ |
| 10795 | Dudley Capital Management Llc CRD 282958 | Middleburg, VA | Wealth Manager · Small ($100M–$1B) | $292M | 110 | 357 | 3 | 04/28/2026 | ☆ |
| 10796 | Mcnaughton Wealth Management, Llc CRD 300330 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $292M | 240 | 944 | 6 | 03/31/2026 | ☆ |
| 10797 | Hatch Cove Capital, Llc CRD 324472 | Investment Adviser · Small ($100M–$1B) | $292M | 3 | 3 | 4 | 03/03/2026 | ☆ | |
| 10798 | Sugar Maple Asset Management, Llc CRD 282632 | Sister Bay, WI | Wealth Manager · Small ($100M–$1B) | $292M | 208 | 210 | 3 | 03/11/2026 | ☆ |
| 10799 | N CRD 304462 | Wealth Manager · Small ($100M–$1B) | $291M | 168 | 564 | 3 | 01/31/2025 | ☆ | |
| 10800 | Tpg Advisors Llc CRD 298496 | Northfield, IL | Insurance-Affiliated · Small ($100M–$1B) | $291M | 267 | 761 | 4 | 03/24/2026 | ☆ |