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 |
|---|---|---|---|---|---|---|---|---|---|
| 11251 | Csr Capital Partners, Llc CRD 335906 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $269M | 1 | 1 | 8 | 07/28/2026 | ☆ |
| 11252 | Byrne Asset Management, Llc CRD 125221 | Kingston, NJ | Wealth Manager · Small ($100M–$1B) | $269M | 168 | 166 | 5 | 03/10/2026 | ☆ |
| 11253 | Awani Capital Management Lp CRD 335179 | Washington, DC | Private Fund Manager · Small ($100M–$1B) | $269M | 1 | 1 | 8 | 08/14/2026 | ☆ |
| 11254 | Andrews Advisory Associates, Llc CRD 118957 | Honolulu, HI | Wealth Manager · Small ($100M–$1B) | $269M | 263 | 263 | 4 | 03/19/2026 | ☆ |
| 11255 | Memphis Capital Management, Llc CRD 134522 | Memphis, TN | Private Fund Manager · Small ($100M–$1B) | $269M | 3 | 3 | 2 | 05/07/2026 | ☆ |
| 11256 | Remora Capital Management, Llc CRD 316160 | Nashville, TN | Investment Adviser · Small ($100M–$1B) | $269M | 1 | 1 | 4 | 08/13/2026 | ☆ |
| 11257 | Athos Private Wealth Llc CRD 309862 | Holladay, UT | Wealth Manager · Small ($100M–$1B) | $268M | 146 | 928 | 7 | 03/31/2026 | ☆ |
| 11258 | Astra Wealth Partners Llc CRD 321136 | Jersey City, NJ | Wealth Manager · Small ($100M–$1B) | $268M | 138 | 578 | 3 | 03/25/2026 | ☆ |
| 11259 | Sage Investment Advisers Llc CRD 304559 | Wappingers Falls, NY | Wealth Manager · Small ($100M–$1B) | $268M | 307 | 750 | 5 | 03/17/2026 | ☆ |
| 11260 | Cws Capital Partners Llc CRD 166871 | Newport Beach, CA | Private Fund Manager · Small ($100M–$1B) | $268M | 28 | 28 | 52 | 05/04/2026 | ☆ |
| 11261 | Jmk & Associates, Llc CRD 312760 | Spokane, WA | Wealth Manager · Small ($100M–$1B) | $268M | 1,453 | 1,459 | 4 | 01/13/2026 | ☆ |
| 11262 | Karl Kapital Llc CRD 333558 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $268M | 7 | 7 | 6 | 03/31/2026 | ☆ |
| 11263 | Bpm Wealth Advisors, Llc CRD 325909 | San Francisco, CA | Institutional / Pension Advisor · Small ($100M–$1B) | $268M | 59 | 128 | 6 | 01/28/2026 | ☆ |
| 11264 | Kristen E. Coombs Llc CRD 311243 | State College, PA | Insurance-Affiliated · Small ($100M–$1B) | $268M | 283 | 639 | 5 | 05/13/2026 | ☆ |
| 11265 | Reliant Investment Partners, Llc CRD 297369 | Pinehurst, NC | Wealth Manager · Small ($100M–$1B) | $268M | 696 | 1,101 | 6 | 03/11/2026 | ☆ |
| 11266 | N CRD 165369 | Wealth Manager · Small ($100M–$1B) | $268M | 519 | 1,012 | 4 | 01/28/2025 | ☆ | |
| 11267 | Viewpoint Capital Management, Llc CRD 158899 | Seattle, WA | Wealth Manager · Small ($100M–$1B) | $268M | 125 | 270 | 1 | 03/21/2026 | ☆ |
| 11268 | Tradelink Capital Llc CRD 161971 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $268M | 2 | 2 | 11 | 03/27/2026 | ☆ |
| 11269 | Soviero Asset Management, Lp CRD 298418 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $268M | 3 | 3 | 6 | 03/23/2026 | ☆ |
| 11270 | Variant Private Wealth Llc CRD 288011 | Tysons, VA | Wealth Manager · Small ($100M–$1B) | $267M | 205 | 851 | 4 | 09/16/2026 | ☆ |
| 11271 | Riverplace Capital Management Inc CRD 109079 | Jacksonville, FL | Wealth Manager · Small ($100M–$1B) | $267M | 165 | 352 | 4 | 07/31/2026 | ☆ |
| 11272 | Matriarch Wealth Management, Llc CRD 327099 | Wealth Manager · Small ($100M–$1B) | $267M | 71 | 300 | 3 | 02/25/2026 | ☆ | |
| 11273 | The Evergreen Advantage Management, Inc. CRD 165547 | Santa Monica, CA | Private Fund Manager · Small ($100M–$1B) | $267M | 1 | 1 | 4 | 03/30/2026 | ☆ |
| 11274 | Retirementadvice | Jka CRD 153803 | Anaheim, CA | Insurance-Affiliated · Small ($100M–$1B) | $267M | 256 | 987 | 4 | 03/18/2026 | ☆ |
| 11275 | Las Olas Capital Advisors, Llc CRD 175077 | Fort Lauderdale, FL | Private Fund Manager · Small ($100M–$1B) | $267M | 7 | 9 | 6 | 08/21/2026 | ☆ |
| 11276 | C.M.Bidwell & Associates Ltd CRD 107449 | Wealth Manager · Small ($100M–$1B) | $267M | 165 | 165 | 5 | 03/11/2026 | ☆ | |
| 11277 | Arsenal Capital Advisors Llc CRD 325612 | Conshohocken, PA | Wealth Manager · Small ($100M–$1B) | $267M | 97 | 341 | 3 | 06/05/2026 | ☆ |
| 11278 | N CRD 286579 | Wealth Manager · Small ($100M–$1B) | $267M | 143 | 318 | 5 | 03/28/2025 | ☆ | |
| 11279 | Terra Partners Asset Management Limited CRD 166117 | Naxxar | Private Fund Manager · Small ($100M–$1B) | $267M | 3 | 3 | 11 | 03/25/2026 | ☆ |
| 11280 | Win Advisors, Inc CRD 300351 | Palm Beach Gardens, FL | Wealth Manager · Small ($100M–$1B) | $267M | 1,941 | 1,941 | 4 | 03/22/2026 | ☆ |
| 11281 | Lionhunter Capital Management Llc CRD 341117 | New York, NY | Wealth Manager · Small ($100M–$1B) | $267M | 14 | 2 | 07/24/2026 | ☆ | |
| 11282 | Gqg Private Capital Solutions Llc CRD 332231 | Tacoma, WA | Private Fund Manager · Small ($100M–$1B) | $267M | 4 | 4 | 10 | 03/30/2026 | ☆ |
| 11283 | N CRD 137724 | Wealth Manager · Small ($100M–$1B) | $267M | 204 | 571 | 6 | 03/26/2025 | ☆ | |
| 11284 | Decathlon Capital Management Ii, Llc CRD 175030 | Park City, UT | Private Fund Manager · Small ($100M–$1B) | $267M | 4 | 5 | 13 | 03/31/2026 | ☆ |
| 11285 | Prosser Creek Asset Management Llc CRD 318883 | Corte Madera, CA | Investment Adviser · Small ($100M–$1B) | $267M | 3 | 3 | 1 | 03/18/2026 | ☆ |
| 11286 | Woodside Wealth Management Llc CRD 175118 | Sudbury, MA | Wealth Manager · Small ($100M–$1B) | $267M | 110 | 401 | 4 | 09/01/2026 | ☆ |
| 11287 | Live Oak Investment Partners, Llc CRD 304406 | Austin, TX | Wealth Manager · Small ($100M–$1B) | $266M | 331 | 823 | 4 | 06/12/2026 | ☆ |
| 11288 | Dynamic Wealth Group, Llc CRD 326607 | Mutual Fund / Asset Manager · Small ($100M–$1B) | $266M | 1 | 1 | 4 | 03/09/2026 | ☆ | |
| 11289 | Harbour Wealth Management Group, Inc. CRD 314496 | Daniel Island, SC | Wealth Manager · Small ($100M–$1B) | $266M | 137 | 514 | 5 | 08/18/2026 | ☆ |
| 11290 | Wisniewski Wealth Management Llc CRD 150264 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $266M | 273 | 2,011 | 5 | 07/24/2026 | ☆ |
| 11291 | Capstone Wealth Management Group, Llc CRD 128097 | Bend, OR | Wealth Manager · Small ($100M–$1B) | $266M | 295 | 717 | 6 | 07/29/2026 | ☆ |
| 11292 | Tassel Capital Management, Inc. CRD 121112 | Matthews, NC | Wealth Manager · Small ($100M–$1B) | $266M | 245 | 850 | 5 | 01/26/2026 | ☆ |
| 11293 | Retirement Planology, Inc. CRD 171302 | Alexandria, VA | Institutional / Pension Advisor · Small ($100M–$1B) | $266M | 60 | 63 | 3 | 03/23/2026 | ☆ |
| 11294 | Garnett Advisors, Llc CRD 289930 | Denton, TX | Investment Adviser · Small ($100M–$1B) | $266M | 7 | 7 | 2 | 03/24/2026 | ☆ |
| 11295 | Road Capital Management Lp CRD 317609 | Private Fund Manager · Small ($100M–$1B) | $266M | 6 | 6 | 3 | 03/31/2026 | ☆ | |
| 11296 | Cerda Munoz Advisors, Inc CRD 170784 | Whittier, CA | Wealth Manager · Small ($100M–$1B) | $266M | 675 | 902 | 7 | 03/31/2026 | ☆ |
| 11297 | Brentview Investment Management, Llc CRD 300409 | Rosemont, IL | Investment Adviser · Small ($100M–$1B) | $266M | 309 | 315 | 6 | 09/23/2026 | ☆ |
| 11298 | Raven Music Partners Llc CRD 332058 | Palm Beach Gardens, FL | Private Fund Manager · Small ($100M–$1B) | $265M | 7 | 7 | 23 | 04/17/2026 | ☆ |
| 11299 | Thinagee Investments Inc. CRD 165054 | Bethesda, MD | Wealth Manager · Small ($100M–$1B) | $265M | 40 | 188 | 1 | 09/30/2026 | ☆ |
| 11300 | Bernzott Capital Advisors CRD 104583 | Camarillo, CA | Wealth Manager · Small ($100M–$1B) | $265M | 214 | 406 | 3 | 04/20/2026 | ☆ |