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 |
|---|---|---|---|---|---|---|---|---|---|
| 11301 | Spraker West Wealth Management, Inc CRD 147075 | Winter Park, FL | Wealth Manager · Small ($100M–$1B) | $265M | 144 | 474 | 6 | 03/24/2026 | ☆ |
| 11302 | Ih2 Advisors & Company CRD 325788 | Wilmington, DE | Investment Adviser · Small ($100M–$1B) | $265M | 3 | 21 | 3 | 04/01/2026 | ☆ |
| 11303 | Demeter Tactical Investments Corp. CRD 329512 | Prospect, KY | Wealth Manager · Small ($100M–$1B) | $265M | 396 | 1,079 | 10 | 07/15/2026 | ☆ |
| 11304 | Livello Capital Management Lp CRD 305403 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $265M | 6 | 6 | 6 | 07/20/2026 | ☆ |
| 11305 | The Dala Group, Llc CRD 291828 | Hoffman Estates, IL | Insurance-Affiliated · Small ($100M–$1B) | $265M | 262 | 1,080 | 11 | 07/15/2026 | ☆ |
| 11306 | Gordian Advisors, Llc CRD 121362 | Tucson, AZ | Wealth Manager · Small ($100M–$1B) | $265M | 103 | 343 | 3 | 04/01/2026 | ☆ |
| 11307 | Echelon Group, Inc. CRD 333195 | Boise, ID | Institutional / Pension Advisor · Small ($100M–$1B) | $265M | 115 | 247 | 5 | 06/22/2026 | ☆ |
| 11308 | Cornerstone Advisors, Llc CRD 114510 | Topeka, KS | Wealth Manager · Small ($100M–$1B) | $265M | 470 | 1,139 | 2 | 03/31/2026 | ☆ |
| 11309 | Bright Wealth Management, Llc CRD 169771 | Lewisville, TX | Wealth Manager · Small ($100M–$1B) | $265M | 180 | 478 | 7 | 09/02/2026 | ☆ |
| 11310 | Kize Capital Lp CRD 305608 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $265M | 6 | 6 | 4 | 03/27/2026 | ☆ |
| 11311 | Dayah Capital Llc CRD 327487 | Stamford, CT | Private Fund Manager · Small ($100M–$1B) | $265M | 7 | 7 | 7 | 06/24/2026 | ☆ |
| 11312 | Innova Advisors Llc CRD 318958 | Coral Gables, FL | Investment Adviser · Small ($100M–$1B) | $265M | 41 | 54 | 4 | 08/28/2026 | ☆ |
| 11313 | Sender Company & Partners, Inc. CRD 282319 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $265M | 5 | 5 | 18 | 03/31/2026 | ☆ |
| 11314 | Evergreen Private Wealth Llc CRD 324777 | Greenwood Village, CO | Wealth Manager · Small ($100M–$1B) | $265M | 170 | 578 | 4 | 10/01/2026 | ☆ |
| 11315 | Birch Financial Group, Llc CRD 332057 | Keene, NH | Wealth Manager · Small ($100M–$1B) | $265M | 192 | 652 | 2 | 07/17/2026 | ☆ |
| 11316 | Krm Wealth Management L.L.C. CRD 173929 | Reno, NV | Wealth Manager · Small ($100M–$1B) | $265M | 406 | 829 | 4 | 03/11/2026 | ☆ |
| 11317 | C.W. O'conner Wealth Advisors, Inc. CRD 125646 | Duluth, GA | Wealth Manager · Small ($100M–$1B) | $265M | 135 | 464 | 3 | 02/18/2026 | ☆ |
| 11318 | Bnb Wealth Management, Llc CRD 107702 | Silver Spring, MD | Wealth Manager · Small ($100M–$1B) | $265M | 480 | 480 | 5 | 08/26/2026 | ☆ |
| 11319 | Imperium Wealth Management, Llc CRD 159148 | San Antonio, TX | Wealth Manager · Small ($100M–$1B) | $265M | 186 | 795 | 6 | 02/06/2026 | ☆ |
| 11320 | Wyze Wealth Advisors, Llc CRD 329413 | Canonsburg, PA | Insurance-Affiliated · Small ($100M–$1B) | $265M | 138 | 461 | 5 | 07/17/2026 | ☆ |
| 11321 | Fuller Investment Management Company CRD 167467 | Pasadena, CA | Private Fund Manager · Small ($100M–$1B) | $264M | 73 | 79 | 9 | 02/19/2026 | ☆ |
| 11322 | The Salient Zarvona Energy Fund Gp, L.P. CRD 162712 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $264M | 4 | 4 | 5 | 03/31/2026 | ☆ |
| 11323 | Patricof Co. Llc CRD 320902 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $264M | 35 | 35 | 11 | 03/27/2026 | ☆ |
| 11324 | Roi Financial Advisors, Llc CRD 160100 | Beaverton, OR | Wealth Manager · Small ($100M–$1B) | $264M | 283 | 1,518 | 8 | 03/30/2026 | ☆ |
| 11325 | Optimus Capital Advisors, Llc CRD 147500 | Coppell, TX | Wealth Manager · Small ($100M–$1B) | $264M | 194 | 533 | 4 | 03/13/2026 | ☆ |
| 11326 | Binnacle Investments, Inc. CRD 313185 | Urbandale, IA | Wealth Manager · Small ($100M–$1B) | $264M | 354 | 885 | 8 | 05/21/2026 | ☆ |
| 11327 | N CRD 151794 | Wealth Manager · Small ($100M–$1B) | $264M | 111 | 303 | 4 | 03/27/2025 | ☆ | |
| 11328 | Wallace Hart Llc CRD 285981 | Lexington, KY | Wealth Manager · Small ($100M–$1B) | $264M | 230 | 873 | 5 | 03/24/2026 | ☆ |
| 11329 | Hudson Canyon Capital Management, Llc CRD 286437 | New York, NY | Institutional / Pension Advisor · Small ($100M–$1B) | $264M | 4 | 4 | 1 | 03/25/2026 | ☆ |
| 11330 | Comprehensive Financial Planning Corporation CRD 107549 | Richmond, VA | Insurance-Affiliated · Small ($100M–$1B) | $264M | 174 | 841 | 4 | 03/27/2026 | ☆ |
| 11331 | Arka Capital A.M. Ltd CRD 339997 | Investment Adviser · Small ($100M–$1B) | $264M | 0 | 2 | 1 | 07/23/2026 | ☆ | |
| 11332 | Welch Investment Group, Llc CRD 131006 | Grants Pass, OR | Wealth Manager · Small ($100M–$1B) | $264M | 405 | 973 | 3 | 03/30/2026 | ☆ |
| 11333 | Bankplus Wealth Management, Llc CRD 152588 | Jackson, MS | Wealth Manager · Small ($100M–$1B) | $264M | 645 | 944 | 19 | 09/30/2026 | ☆ |
| 11334 | N CRD 314516 | Wealth Manager · Small ($100M–$1B) | $264M | 193 | 197 | 8 | 11/17/2025 | ☆ | |
| 11335 | Guidestream Financial, Inc. CRD 150890 | Spring Arbor, MI | Wealth Manager · Small ($100M–$1B) | $263M | 882 | 1,710 | 9 | 08/28/2026 | ☆ |
| 11336 | Myecfo, Llc CRD 166919 | Wealth Manager · Small ($100M–$1B) | $263M | 187 | 187 | 6 | 02/27/2026 | ☆ | |
| 11337 | Cq Wealth Advisors, Inc. CRD 313833 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $263M | 682 | 775 | 4 | 09/24/2026 | ☆ |
| 11338 | Harmony Point Wealth Advisors, Inc. CRD 323643 | Irvine, CA | Wealth Manager · Small ($100M–$1B) | $263M | 272 | 620 | 2 | 03/25/2026 | ☆ |
| 11339 | Millbank Dartmoor Portsmouth Llc CRD 311046 | Asheville, NC | Investment Adviser · Small ($100M–$1B) | $263M | 4 | 3 | 03/27/2026 | ☆ | |
| 11340 | Gallagher Capital Advisors, Llc CRD 170955 | Insurance-Affiliated · Small ($100M–$1B) | $263M | 302 | 553 | 1 | 03/03/2026 | ☆ | |
| 11341 | Crestwood Capital Management, L.P. CRD 160807 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $263M | 6 | 6 | 4 | 03/25/2026 | ☆ |
| 11342 | Jc Capital Advisors Group Llc CRD 339298 | Stamford, CT | Wealth Manager · Small ($100M–$1B) | $263M | 215 | 356 | 2 | 06/03/2026 | ☆ |
| 11343 | Cibra Capital Llc CRD 334678 | Private Fund Manager · Small ($100M–$1B) | $263M | 3 | 3 | 3 | 06/12/2026 | ☆ | |
| 11344 | Coastal Investment Company, Llc CRD 322164 | Winter Park, FL | Private Fund Manager · Small ($100M–$1B) | $263M | 41 | 41 | 9 | 04/30/2026 | ☆ |
| 11345 | Lewis & Clark Equity Partners, Llc CRD 299686 | St. Louis, MO | Private Fund Manager · Small ($100M–$1B) | $263M | 8 | 8 | 25 | 05/01/2026 | ☆ |
| 11346 | Nerdwallet Wealth Partners, Llc CRD 337328 | New York, NY | Wealth Manager · Small ($100M–$1B) | $263M | 694 | 1,118 | 23 | 09/21/2026 | ☆ |
| 11347 | Redwood Financial Network Corp. CRD 157834 | Solon, OH | Insurance-Affiliated · Small ($100M–$1B) | $263M | 1,019 | 1,019 | 11 | 03/31/2026 | ☆ |
| 11348 | Semus Wealth Partners, Llc CRD 305758 | Boca Raton, FL | Wealth Manager · Small ($100M–$1B) | $263M | 147 | 620 | 3 | 03/18/2026 | ☆ |
| 11349 | Salus Financial Advisors, Llc CRD 329882 | Wealth Manager · Small ($100M–$1B) | $263M | 365 | 1,143 | 5 | 03/18/2026 | ☆ | |
| 11350 | Newport Wealth Advisors, Inc. CRD 137159 | Newport Beach, CA | Insurance-Affiliated · Small ($100M–$1B) | $263M | 1,193 | 1,193 | 8 | 04/06/2026 | ☆ |