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 |
|---|---|---|---|---|---|---|---|---|---|
| 10801 | Millington Financial Advisors, Llc CRD 156315 | Naperville, IL | Wealth Manager · Small ($100M–$1B) | $291M | 187 | 554 | 11 | 08/04/2026 | ☆ |
| 10802 | Third Eye Capital Management, Llc CRD 287819 | Miami Beach, FL | Private Fund Manager · Small ($100M–$1B) | $291M | 17 | 17 | 1 | 07/02/2026 | ☆ |
| 10803 | The Ellerson Group Inc CRD 106658 | Annapolis, MD | Wealth Manager · Small ($100M–$1B) | $291M | 109 | 109 | 2 | 03/13/2026 | ☆ |
| 10804 | Kestrel Partners Llp CRD 226573 | London | Private Fund Manager · Small ($100M–$1B) | $291M | 11 | 16 | 11 | 06/26/2026 | ☆ |
| 10805 | Idirect Private Credit Advisors Llc CRD 333824 | New York, NY | Mutual Fund / Asset Manager · Small ($100M–$1B) | $291M | 1 | 1 | 158 | 06/30/2026 | ☆ |
| 10806 | Epiq Partners, Llc CRD 165139 | Minneapolis, MN | Wealth Manager · Small ($100M–$1B) | $291M | 93 | 318 | 6 | 05/07/2026 | ☆ |
| 10807 | Growth Beverage Group, Lp CRD 325508 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $291M | 7 | 7 | 10 | 03/31/2026 | ☆ |
| 10808 | Vivid Wealth Management, Llc CRD 322974 | West Des Moines, IA | Wealth Manager · Small ($100M–$1B) | $291M | 434 | 1,199 | 3 | 03/12/2026 | ☆ |
| 10809 | Flowering Tree Investment Management Pte. Ltd. CRD 159747 | Singapore | Private Fund Manager · Small ($100M–$1B) | $291M | 5 | 5 | 10 | 02/12/2026 | ☆ |
| 10810 | New Rhein Healthcare Investors Llc CRD 300842 | Philadelphia, PA | Private Fund Manager · Small ($100M–$1B) | $291M | 6 | 6 | 10 | 03/30/2026 | ☆ |
| 10811 | N CRD 291453 | Wealth Manager · Small ($100M–$1B) | $291M | 107 | 363 | 4 | 01/10/2025 | ☆ | |
| 10812 | Accretive Wealth Management, Llc CRD 164341 | San Ramon, CA | Wealth Manager · Small ($100M–$1B) | $291M | 220 | 377 | 4 | 06/08/2026 | ☆ |
| 10813 | Leigh Baldwin & Co., Llc CRD 38751 | Cazenovia, NY | Insurance-Affiliated · Small ($100M–$1B) | $291M | 682 | 986 | 16 | 05/19/2026 | ☆ |
| 10814 | Lockshield Partners, Inc. CRD 175433 | Glasgow, KY | Wealth Manager · Small ($100M–$1B) | $291M | 1,116 | 1,717 | 8 | 03/12/2026 | ☆ |
| 10815 | Birks Financial Corp. CRD 118623 | Herndon, VA | Wealth Manager · Small ($100M–$1B) | $291M | 159 | 628 | 3 | 06/10/2026 | ☆ |
| 10816 | Godshalk Welsh Capital Management, Inc. CRD 106410 | Radnor, PA | Wealth Manager · Small ($100M–$1B) | $290M | 110 | 266 | 2 | 03/26/2026 | ☆ |
| 10817 | Martin Capital Partners, Llc CRD 153452 | Eugene, OR | Wealth Manager · Small ($100M–$1B) | $290M | 507 | 507 | 4 | 09/09/2026 | ☆ |
| 10818 | Hmount Asset Management (Hk) Limited CRD 305937 | Hong Kong | Private Fund Manager · Small ($100M–$1B) | $290M | 2 | 2 | 3 | 03/04/2026 | ☆ |
| 10819 | Avalon Advisory Group Llc CRD 297090 | Wexford, PA | Wealth Manager · Small ($100M–$1B) | $290M | 137 | 457 | 4 | 03/30/2026 | ☆ |
| 10820 | M&B Investment Advisors, Llc CRD 154255 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $290M | 258 | 565 | 5 | 03/31/2026 | ☆ |
| 10821 | Fox Hill Wealth Management CRD 321881 | Dedham, MA | Wealth Manager · Small ($100M–$1B) | $290M | 410 | 1,244 | 8 | 03/30/2026 | ☆ |
| 10822 | N CRD 329373 | Investment Adviser · Small ($100M–$1B) | $290M | 4 | 4 | 11 | 06/18/2025 | ☆ | |
| 10823 | Gimbal Financial, Llc CRD 159003 | Carmel, IN | Insurance-Affiliated · Small ($100M–$1B) | $290M | 388 | 847 | 6 | 03/05/2026 | ☆ |
| 10824 | N CRD 317081 | Wealth Manager · Small ($100M–$1B) | $290M | 250 | 660 | 5 | 02/19/2025 | ☆ | |
| 10825 | Retirement Portfolios, Llc CRD 330289 | Lawrence, KS | Insurance-Affiliated · Small ($100M–$1B) | $290M | 245 | 253 | 2 | 04/28/2026 | ☆ |
| 10826 | Full Financial Inc. CRD 330574 | Insurance-Affiliated · Small ($100M–$1B) | $290M | 264 | 719 | 2 | 03/06/2026 | ☆ | |
| 10827 | Cifc Private Credit Management Llc CRD 334020 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $290M | 3 | 3 | 200 | 03/31/2026 | ☆ |
| 10828 | Legacy Wealth Management Group, Inc. CRD 322235 | Lynchburg, VA | Wealth Manager · Small ($100M–$1B) | $290M | 991 | 1,744 | 19 | 03/22/2026 | ☆ |
| 10829 | Pomona Wealth Management, Llc CRD 329171 | Investment Adviser · Small ($100M–$1B) | $290M | 41 | 658 | 2 | 03/31/2026 | ☆ | |
| 10830 | Orser Capital Management Llc CRD 144847 | Southlake, TX | Wealth Manager · Small ($100M–$1B) | $290M | 141 | 345 | 2 | 02/19/2026 | ☆ |
| 10831 | The Litigation Fund Manager, Llc CRD 330517 | Mill Valley, CA | Private Fund Manager · Small ($100M–$1B) | $290M | 6 | 6 | 3 | 03/31/2026 | ☆ |
| 10832 | One Stone Partners L.L.C. CRD 163742 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $290M | 9 | 9 | 3 | 03/26/2026 | ☆ |
| 10833 | Money Management Financial Services Llc CRD 288375 | Moorestown, NJ | Wealth Manager · Small ($100M–$1B) | $290M | 331 | 708 | 4 | 04/24/2026 | ☆ |
| 10834 | Fayerweather Management, Llc CRD 187517 | Cambridge, MA | Private Fund Manager · Small ($100M–$1B) | $290M | 2 | 2 | 3 | 02/04/2026 | ☆ |
| 10835 | Hiley Hunt Wealth Management, Inc. CRD 164942 | Omaha, NE | Wealth Manager · Small ($100M–$1B) | $290M | 265 | 1,044 | 3 | 09/29/2026 | ☆ |
| 10836 | Watchtower Advisors, Lp CRD 299887 | Old Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $289M | 2 | 3 | 5 | 04/24/2026 | ☆ |
| 10837 | Family Cfo Inc CRD 127335 | Wealth Manager · Small ($100M–$1B) | $289M | 53 | 213 | 4 | 02/18/2026 | ☆ | |
| 10838 | Grant Koehler & Levin Ltd. CRD 125531 | Wealth Manager · Small ($100M–$1B) | $289M | 191 | 195 | 3 | 03/18/2026 | ☆ | |
| 10839 | Alcova Capital Management Lp CRD 298021 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $289M | 2 | 2 | 6 | 06/10/2026 | ☆ |
| 10840 | Gradient Advisors, Llc CRD 152665 | Arden Hills, MN | Wealth Manager · Small ($100M–$1B) | $289M | 2,152 | 2,152 | 173 | 03/31/2026 | ☆ |
| 10841 | Aifam Group Llc CRD 158290 | Rye, NY | Private Fund Manager · Small ($100M–$1B) | $289M | 3 | 3 | 10 | 05/26/2026 | ☆ |
| 10842 | Aiga Capital Partners Llc CRD 311692 | Jersey City, NJ | Private Fund Manager · Small ($100M–$1B) | $289M | 4 | 4 | 10 | 03/31/2026 | ☆ |
| 10843 | Champion Hill Labs, Llc CRD 323636 | Private Fund Manager · Small ($100M–$1B) | $289M | 26 | 26 | 4 | 06/29/2026 | ☆ | |
| 10844 | Arba Credit Management, L.P. CRD 304734 | Conshohocken, PA | Private Fund Manager · Small ($100M–$1B) | $289M | 2 | 2 | 9 | 03/30/2026 | ☆ |
| 10845 | North Star Advisory Group, Llc CRD 171694 | Beachwood, OH | Insurance-Affiliated · Small ($100M–$1B) | $289M | 484 | 487 | 7 | 03/19/2026 | ☆ |
| 10846 | Guardian Wealth Management Inc. CRD 154159 | Peoria, IL | Insurance-Affiliated · Small ($100M–$1B) | $289M | 190 | 429 | 5 | 05/19/2026 | ☆ |
| 10847 | Pfg Private Wealth Management, Llc CRD 282301 | Lutz, FL | Wealth Manager · Small ($100M–$1B) | $289M | 478 | 1,202 | 7 | 03/13/2026 | ☆ |
| 10848 | Impactfolio Llc CRD 291716 | Denver, CO | Wealth Manager · Small ($100M–$1B) | $289M | 127 | 574 | 3 | 02/22/2026 | ☆ |
| 10849 | Chatham Capital Management, Llc CRD 160961 | Atlanta, GA | Private Fund Manager · Small ($100M–$1B) | $289M | 6 | 6 | 8 | 03/31/2026 | ☆ |
| 10850 | Power Innovation Partners, L.P. CRD 312100 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $289M | 2 | 2 | 8 | 06/18/2026 | ☆ |