Investment advisers
44,576 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 |
|---|---|---|---|---|---|---|---|---|---|
| 11551 | Murphy Wealth Management Group, Inc. CRD 277161 | Fishkill, NY | Wealth Manager · Small ($100M–$1B) | $252M | 384 | 860 | 6 | 01/06/2026 | ☆ |
| 11552 | Coinshares Asset Management (Us) Llc CRD 314541 | New York, NY | Mutual Fund / Asset Manager · Small ($100M–$1B) | $252M | 3 | 3 | 8 | 06/10/2026 | ☆ |
| 11553 | Advanced Financial Strategies Inc CRD 108296 | Irvine, CA | Wealth Manager · Small ($100M–$1B) | $252M | 145 | 388 | 6 | 03/31/2026 | ☆ |
| 11554 | Reutemann Financial Solutions, Inc. CRD 153247 | Rockville, MD | Insurance-Affiliated · Small ($100M–$1B) | $252M | 533 | 1,250 | 10 | 04/22/2026 | ☆ |
| 11555 | Bridges Capital Llc CRD 297718 | Fort Lauderdale, FL | Investment Adviser · Small ($100M–$1B) | $252M | 69 | 127 | 1 | 01/20/2026 | ☆ |
| 11556 | Hc2 Capital, Llc CRD 285982 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $252M | 52 | 52 | 7 | 03/30/2026 | ☆ |
| 11557 | Aretex Capital Management, Lp CRD 296753 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $252M | 1 | 1 | 3 | 03/31/2026 | ☆ |
| 11558 | Riverchase Wealth Management, Llc CRD 156950 | Flower Mound, TX | Wealth Manager · Small ($100M–$1B) | $251M | 170 | 572 | 5 | 04/07/2026 | ☆ |
| 11559 | Talisman Wealth Advisors, Llc CRD 313283 | Mountainside, NJ | Wealth Manager · Small ($100M–$1B) | $251M | 141 | 557 | 4 | 03/31/2026 | ☆ |
| 11560 | Windward Wealth Strategies, Inc. CRD 175126 | Oshkosh, WI | Wealth Manager · Small ($100M–$1B) | $251M | 397 | 397 | 3 | 03/06/2026 | ☆ |
| 11561 | Graham Capital Wealth Management, Llc CRD 281772 | Washington, DC | Wealth Manager · Small ($100M–$1B) | $251M | 710 | 1,251 | 8 | 02/10/2026 | ☆ |
| 11562 | Merced Capital, L.P. CRD 137228 | Minnetonka, MN | Private Fund Manager · Small ($100M–$1B) | $251M | 7 | 7 | 5 | 03/25/2026 | ☆ |
| 11563 | Cassia Capital Partners Llc CRD 159911 | Winston Salem, NC | Wealth Manager · Small ($100M–$1B) | $251M | 186 | 573 | 5 | 02/13/2026 | ☆ |
| 11564 | Mariaca Wealth Management, Llc CRD 164001 | Wellington, FL | Wealth Manager · Small ($100M–$1B) | $251M | 288 | 686 | 6 | 03/11/2026 | ☆ |
| 11565 | Peterson Wealth Management, Llc CRD 285415 | Sparks, NV | Wealth Manager · Small ($100M–$1B) | $251M | 1,144 | 1,145 | 7 | 05/12/2026 | ☆ |
| 11566 | Checks & Balances, Inc. CRD 112145 | Atlanta, GA | Multi-Family Office · Small ($100M–$1B) | $251M | 21 | 28 | 1 | 01/08/2026 | ☆ |
| 11567 | Team Financial Group, Llc CRD 309411 | Temecula, CA | Wealth Manager · Small ($100M–$1B) | $251M | 366 | 793 | 7 | 06/02/2026 | ☆ |
| 11568 | Windle Wealth, Llc CRD 285653 | Oklahoma City, OK | Wealth Manager · Small ($100M–$1B) | $251M | 399 | 1,022 | 3 | 03/30/2026 | ☆ |
| 11569 | Hmm Group Llc CRD 289044 | Indian Wells, CA | Wealth Manager · Small ($100M–$1B) | $251M | 251 | 622 | 3 | 01/28/2026 | ☆ |
| 11570 | Karlov Street Capital, Llc CRD 288910 | Boca Raton, FL | Private Fund Manager · Small ($100M–$1B) | $251M | 30 | 30 | 4 | 03/25/2026 | ☆ |
| 11571 | Seek First Inc. CRD 312546 | Campbell, CA | Wealth Manager · Small ($100M–$1B) | $251M | 86 | 511 | 6 | 05/26/2026 | ☆ |
| 11572 | Ac Investment Management, Llc CRD 140443 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $251M | 4 | 4 | 8 | 03/31/2026 | ☆ |
| 11573 | Teton Advisors, Llc CRD 105963 | Greenwich, CT | Mutual Fund / Asset Manager · Small ($100M–$1B) | $251M | 3 | 3 | 5 | 03/30/2026 | ☆ |
| 11574 | Blodgett Wealth Advisors, Llc CRD 316838 | Wealth Manager · Small ($100M–$1B) | $251M | 114 | 104 | 3 | 05/25/2026 | ☆ | |
| 11575 | Bios Capital Management, Lp CRD 298955 | Fort Worth, TX | Private Fund Manager · Small ($100M–$1B) | $251M | 24 | 24 | 8 | 03/30/2026 | ☆ |
| 11576 | The Rudd Company, Llc CRD 289276 | Fort Worth, TX | Insurance-Affiliated · Small ($100M–$1B) | $251M | 204 | 697 | 6 | 03/30/2026 | ☆ |
| 11577 | Titan Fund Management, Llc CRD 290562 | Albuquerque, NM | Private Fund Manager · Small ($100M–$1B) | $251M | 4 | 4 | 28 | 05/11/2026 | ☆ |
| 11578 | Deane Retirement Strategies, Inc. CRD 127096 | New Orleans, LA | Wealth Manager · Small ($100M–$1B) | $251M | 137 | 327 | 5 | 03/23/2026 | ☆ |
| 11579 | Ds2 Capital Llc CRD 340706 | Private Fund Manager · Small ($100M–$1B) | $251M | 1 | 1 | 7 | 07/20/2026 | ☆ | |
| 11580 | The Stone Creek Group, Llc CRD 182512 | Englewood, CO | Wealth Manager · Small ($100M–$1B) | $251M | 92 | 274 | 5 | 05/13/2026 | ☆ |
| 11581 | Wealthmd Corporation CRD 140498 | Louisville, KY | Wealth Manager · Small ($100M–$1B) | $251M | 1,061 | 1,593 | 4 | 03/30/2026 | ☆ |
| 11582 | Amara Financial, Llc CRD 308290 | San Francisco, CA | Insurance-Affiliated · Small ($100M–$1B) | $250M | 144 | 618 | 3 | 05/22/2026 | ☆ |
| 11583 | Legend Capital Advisors Llc CRD 336029 | Private Fund Manager · Small ($100M–$1B) | $250M | 114 | 114 | 3 | 07/27/2026 | ☆ | |
| 11584 | Recurring Capital Management Company, Llc CRD 285114 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $250M | 9 | 9 | 6 | 03/25/2026 | ☆ |
| 11585 | Mwa Investments, Llc CRD 156685 | White Stone, VA | Wealth Manager · Small ($100M–$1B) | $250M | 38 | 41 | 1 | 03/16/2026 | ☆ |
| 11586 | Lig Capital Management, Llc CRD 130489 | Oklahoma City, OK | Wealth Manager · Small ($100M–$1B) | $250M | 416 | 820 | 4 | 07/06/2026 | ☆ |
| 11587 | Farley Capital L.P. CRD 157747 | Private Fund Manager · Small ($100M–$1B) | $250M | 3 | 3 | 4 | 03/27/2026 | ☆ | |
| 11588 | Fisher & Wiens Wealth Management, Llc CRD 286079 | Danville, CA | Wealth Manager · Small ($100M–$1B) | $250M | 300 | 560 | 1 | 03/04/2026 | ☆ |
| 11589 | Mokan Wealth Management Inc CRD 328005 | Overland Park, KS | Wealth Manager · Small ($100M–$1B) | $250M | 173 | 704 | 4 | 01/28/2026 | ☆ |
| 11590 | Main Street Investment Advisors, Llc CRD 146036 | Northbrook, IL | Wealth Manager · Small ($100M–$1B) | $250M | 144 | 144 | 3 | 01/20/2026 | ☆ |
| 11591 | Maven Equity Partners, Llc CRD 304461 | Larkspur, CA | Private Fund Manager · Small ($100M–$1B) | $250M | 9 | 9 | 3 | 03/26/2026 | ☆ |
| 11592 | Cogent Private Wealth, Inc. CRD 319092 | Orlando, FL | Wealth Manager · Small ($100M–$1B) | $250M | 110 | 264 | 8 | 03/24/2026 | ☆ |
| 11593 | Journey Beyond Wealth, Llc CRD 290367 | Roswell, GA | Wealth Manager · Small ($100M–$1B) | $250M | 109 | 412 | 6 | 02/06/2026 | ☆ |
| 11594 | Tritonpoint Capital, Llc CRD 336417 | Chevy Chase, MD | Wealth Manager · Small ($100M–$1B) | $250M | 276 | 376 | 3 | 03/30/2026 | ☆ |
| 11595 | The Ehrlich Group Llc CRD 325595 | Laguna Niguel, CA | Wealth Manager · Small ($100M–$1B) | $250M | 207 | 682 | 5 | 01/28/2026 | ☆ |
| 11596 | Altura Wealth Advisors Inc. CRD 309501 | Santa Clara, CA | Wealth Manager · Small ($100M–$1B) | $250M | 448 | 1,027 | 12 | 03/27/2026 | ☆ |
| 11597 | Beadell A D Investment Counsel Inc CRD 106946 | Mequon, WI | Wealth Manager · Small ($100M–$1B) | $250M | 96 | 130 | 2 | 02/18/2026 | ☆ |
| 11598 | Bison Capital Advisors, Llc CRD 306471 | Oklahoma City, OK | Wealth Manager · Small ($100M–$1B) | $250M | 163 | 522 | 4 | 05/09/2025 | ☆ |
| 11599 | Firstrust Llc CRD 111800 | Daytona Beach, FL | Wealth Manager · Small ($100M–$1B) | $250M | 128 | 128 | 6 | 03/27/2026 | ☆ |
| 11600 | Investology Inc. CRD 130408 | Reston, VA | Wealth Manager · Small ($100M–$1B) | $250M | 450 | 450 | 5 | 08/10/2026 | ☆ |