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 |
|---|---|---|---|---|---|---|---|---|---|
| 11551 | Toronado Partners Llc CRD 283612 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $254M | 2 | 2 | 3 | 03/17/2026 | ☆ |
| 11552 | Pps & V Asset Management Consultants Inc CRD 110491 | Portage, MI | Wealth Manager · Small ($100M–$1B) | $254M | 247 | 584 | 4 | 12/15/2025 | ☆ |
| 11553 | Decatur Capital Management, Inc. CRD 120679 | Decatur, GA | Investment Adviser · Small ($100M–$1B) | $254M | 23 | 40 | 6 | 03/26/2026 | ☆ |
| 11554 | Gate City Capital Management, Llc CRD 289122 | Chicago, IL | Endowment & Foundation Advisor · Small ($100M–$1B) | $254M | 1 | 3 | 4 | 03/13/2026 | ☆ |
| 11555 | Heronetta Management, L.P. CRD 157307 | New York, NY | Wealth Manager · Small ($100M–$1B) | $254M | 28 | 28 | 5 | 03/31/2026 | ☆ |
| 11556 | Washburn Capital Management Inc. CRD 125708 | Vero Beach, FL | Wealth Manager · Small ($100M–$1B) | $254M | 188 | 524 | 3 | 02/12/2026 | ☆ |
| 11557 | Clear Point Advisors, Inc. CRD 111775 | Melville, NY | Wealth Manager · Small ($100M–$1B) | $253M | 151 | 418 | 4 | 03/26/2026 | ☆ |
| 11558 | Alpha Analytics Investment Group Llc CRD 109844 | Los Angeles, CA | Wealth Manager · Small ($100M–$1B) | $253M | 68 | 187 | 2 | 03/25/2026 | ☆ |
| 11559 | Impact Capital, Llc CRD 297413 | Rockville, MD | Wealth Manager · Small ($100M–$1B) | $253M | 115 | 650 | 4 | 03/19/2026 | ☆ |
| 11560 | N CRD 317053 | Wealth Manager · Small ($100M–$1B) | $253M | 49 | 213 | 6 | 03/31/2025 | ☆ | |
| 11561 | Mhs Advisory Services, Llc CRD 174590 | Maple Grove, MN | Wealth Manager · Small ($100M–$1B) | $253M | 313 | 1,152 | 7 | 08/19/2026 | ☆ |
| 11562 | Blueprint Local Llc CRD 312944 | Private Fund Manager · Small ($100M–$1B) | $253M | 18 | 18 | 5 | 07/08/2026 | ☆ | |
| 11563 | Entelechy Llc CRD 285776 | Wealth Manager · Small ($100M–$1B) | $253M | 80 | 390 | 1 | 02/04/2026 | ☆ | |
| 11564 | Maguire Investments Llc CRD 164039 | King Of Prussia, PA | Wealth Manager · Small ($100M–$1B) | $253M | 151 | 342 | 4 | 03/30/2026 | ☆ |
| 11565 | Transcend Advisor Group, Llc CRD 311746 | Milwaukee, WI | Wealth Manager · Small ($100M–$1B) | $253M | 360 | 799 | 5 | 07/10/2026 | ☆ |
| 11566 | Pacific Wealth Strategies Group, Inc. CRD 144789 | Santa Barbara, CA | Wealth Manager · Small ($100M–$1B) | $253M | 197 | 526 | 3 | 07/14/2026 | ☆ |
| 11567 | Abf Investment Management, Llc CRD 333541 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $253M | 3 | 3 | 10 | 03/27/2026 | ☆ |
| 11568 | Sterling Retirement Group Of Sacramento Inc. CRD 168397 | Roseville, CA | Insurance-Affiliated · Small ($100M–$1B) | $253M | 515 | 1,050 | 4 | 03/26/2026 | ☆ |
| 11569 | Elevation Capital Advisory, Llc CRD 171473 | Bend, OR | Wealth Manager · Small ($100M–$1B) | $253M | 631 | 1,471 | 8 | 02/19/2026 | ☆ |
| 11570 | Robbins Farley Llc CRD 286581 | Bedford, NH | Wealth Manager · Small ($100M–$1B) | $253M | 263 | 743 | 5 | 03/22/2026 | ☆ |
| 11571 | Endeavor Wealth Advisors, Llc CRD 305348 | Pepper Pike, OH | Wealth Manager · Small ($100M–$1B) | $253M | 177 | 577 | 3 | 03/28/2026 | ☆ |
| 11572 | Corrado Advisors, Llc CRD 111721 | Ramsey, NJ | Wealth Manager · Small ($100M–$1B) | $253M | 342 | 782 | 9 | 03/24/2026 | ☆ |
| 11573 | Unless Management Lp CRD 318549 | Boulder, CO | Private Fund Manager · Small ($100M–$1B) | $253M | 4 | 4 | 4 | 07/17/2026 | ☆ |
| 11574 | Aurora Investment Counsel CRD 107460 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $253M | 65 | 65 | 3 | 03/30/2026 | ☆ |
| 11575 | Treasure Investment Management, Llc CRD 309258 | Scottsdale, AZ | Investment Adviser · Small ($100M–$1B) | $253M | 336 | 339 | 4 | 06/16/2026 | ☆ |
| 11576 | Ghe, Llc CRD 125245 | Memphis, TN | Wealth Manager · Small ($100M–$1B) | $253M | 101 | 131 | 3 | 07/16/2026 | ☆ |
| 11577 | Patrick M. Sweeney & Associates, Inc CRD 112802 | Libertyville, IL | Wealth Manager · Small ($100M–$1B) | $253M | 86 | 305 | 2 | 03/25/2026 | ☆ |
| 11578 | Taylor Securities Services, Inc. CRD 304070 | Harrisburg, PA | Wealth Manager · Small ($100M–$1B) | $253M | 767 | 126 | 11 | 02/23/2026 | ☆ |
| 11579 | Humphreys Capital, Llc CRD 309323 | Oklahoma City, OK | Private Fund Manager · Small ($100M–$1B) | $252M | 5 | 5 | 20 | 04/10/2026 | ☆ |
| 11580 | Waycross Investment Management Company CRD 105034 | Bellingham, WA | Wealth Manager · Small ($100M–$1B) | $252M | 160 | 161 | 5 | 03/06/2026 | ☆ |
| 11581 | Lee, Kelleher, & Klein Wealth Management Llc CRD 331717 | Wealth Manager · Small ($100M–$1B) | $252M | 155 | 454 | 3 | 06/05/2026 | ☆ | |
| 11582 | Winters Financial Group, Inc. CRD 309549 | Westlake Village, CA | Wealth Manager · Small ($100M–$1B) | $252M | 273 | 634 | 3 | 03/21/2026 | ☆ |
| 11583 | Jcp Investment Management, Llc CRD 150635 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $252M | 11 | 31 | 6 | 03/27/2026 | ☆ |
| 11584 | Morgan Dempsey Capital Management Llc CRD 106288 | Milwaukee, WI | Wealth Manager · Small ($100M–$1B) | $252M | 464 | 464 | 6 | 03/06/2026 | ☆ |
| 11585 | Qca Capital Management Inc CRD 112104 | Los Angeles, CA | Broker-Dealer (Dually Registered) · Small ($100M–$1B) | $252M | 117 | 131 | 8 | 04/29/2026 | ☆ |
| 11586 | Db & C Advisors, Llc CRD 155645 | Holland, MI | Wealth Manager · Small ($100M–$1B) | $252M | 329 | 342 | 11 | 09/17/2026 | ☆ |
| 11587 | Principled Wealth Advisors, Llc CRD 138143 | Covington, KY | Wealth Manager · Small ($100M–$1B) | $252M | 157 | 783 | 5 | 06/22/2026 | ☆ |
| 11588 | Baird Venture Partners Management Company Iv, Llc CRD 168956 | Milwaukee, WI | Private Fund Manager · Small ($100M–$1B) | $252M | 3 | 3 | 14 | 09/04/2026 | ☆ |
| 11589 | Monarch Collective Fund Management, Lp CRD 326408 | Private Fund Manager · Small ($100M–$1B) | $252M | 2 | 2 | 6 | 07/02/2026 | ☆ | |
| 11590 | Bradley & Company Private Wealth Management, Llc CRD 296931 | Wealth Manager · Small ($100M–$1B) | $252M | 59 | 293 | 3 | 02/27/2026 | ☆ | |
| 11591 | Fischer Investment Strategies, Llc CRD 156883 | Westlake Village, CA | Wealth Manager · Small ($100M–$1B) | $252M | 418 | 1,125 | 5 | 02/11/2026 | ☆ |
| 11592 | Murphy Wealth Management Group, Inc. CRD 277161 | Fishkill, NY | Wealth Manager · Small ($100M–$1B) | $252M | 384 | 860 | 6 | 01/06/2026 | ☆ |
| 11593 | Coinshares Asset Management (Us) Llc CRD 314541 | New York, NY | Mutual Fund / Asset Manager · Small ($100M–$1B) | $252M | 3 | 3 | 8 | 06/10/2026 | ☆ |
| 11594 | Advanced Financial Strategies Inc CRD 108296 | Irvine, CA | Wealth Manager · Small ($100M–$1B) | $252M | 145 | 388 | 6 | 03/31/2026 | ☆ |
| 11595 | Reutemann Financial Solutions, Inc. CRD 153247 | Rockville, MD | Insurance-Affiliated · Small ($100M–$1B) | $252M | 533 | 1,250 | 10 | 04/22/2026 | ☆ |
| 11596 | Bridges Capital Llc CRD 297718 | Fort Lauderdale, FL | Investment Adviser · Small ($100M–$1B) | $252M | 69 | 127 | 1 | 01/20/2026 | ☆ |
| 11597 | Hc2 Capital, Llc CRD 285982 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $252M | 52 | 52 | 7 | 03/30/2026 | ☆ |
| 11598 | Aretex Capital Management, Lp CRD 296753 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $252M | 1 | 1 | 3 | 03/31/2026 | ☆ |
| 11599 | Riverchase Wealth Management, Llc CRD 156950 | Flower Mound, TX | Wealth Manager · Small ($100M–$1B) | $251M | 170 | 572 | 5 | 04/07/2026 | ☆ |
| 11600 | Talisman Wealth Advisors, Llc CRD 313283 | Mountainside, NJ | Wealth Manager · Small ($100M–$1B) | $251M | 141 | 557 | 4 | 03/31/2026 | ☆ |