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 |
|---|---|---|---|---|---|---|---|---|---|
| 11651 | Blueline Advisors Llc CRD 164642 | Exeter, NH | Wealth Manager · Small ($100M–$1B) | $247M | 148 | 510 | 3 | 03/11/2026 | ☆ |
| 11652 | Washington Growth Strategies Llc CRD 171774 | Washington, DC | Wealth Manager · Small ($100M–$1B) | $247M | 40 | 119 | 1 | 02/09/2026 | ☆ |
| 11653 | Anchor Bay Capital, Inc. CRD 116913 | Carlsbad, CA | Wealth Manager · Small ($100M–$1B) | $247M | 190 | 191 | 6 | 03/23/2026 | ☆ |
| 11654 | Fillmore Capital Partners, Llc CRD 139256 | Powell, OH | Private Fund Manager · Small ($100M–$1B) | $247M | 1 | 1 | 22 | 03/26/2026 | ☆ |
| 11655 | Agp Franklin, Llc CRD 331699 | Franklin, TN | Wealth Manager · Small ($100M–$1B) | $247M | 456 | 733 | 7 | 04/07/2026 | ☆ |
| 11656 | Baum Capital Partners Management, Llc CRD 288225 | Kansas City, MO | Private Fund Manager · Small ($100M–$1B) | $247M | 2 | 2 | 10 | 03/24/2026 | ☆ |
| 11657 | Intervest Ltd CRD 104614 | Chevy Chase, MD | Wealth Manager · Small ($100M–$1B) | $247M | 175 | 339 | 5 | 03/31/2026 | ☆ |
| 11658 | Northern Edge Wealth Management, Llc CRD 338102 | Marquette, MI | Wealth Manager · Small ($100M–$1B) | $247M | 551 | 1,315 | 6 | 03/25/2026 | ☆ |
| 11659 | N CRD 305130 | Wealth Manager · Small ($100M–$1B) | $247M | 111 | 292 | 4 | 03/25/2025 | ☆ | |
| 11660 | Eudaimonia Asset Management, Llc CRD 299379 | Winchester, TN | Wealth Manager · Small ($100M–$1B) | $247M | 684 | 985 | 4 | 03/31/2026 | ☆ |
| 11661 | Tenet Wealth Partners, Llc CRD 339818 | Champaign, IL | Insurance-Affiliated · Small ($100M–$1B) | $247M | 442 | 442 | 4 | 05/14/2026 | ☆ |
| 11662 | Impact Engine Management, Pbc CRD 304022 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $247M | 8 | 8 | 9 | 08/05/2026 | ☆ |
| 11663 | Lighthouse Wealth Management, Llc CRD 307529 | Camp Hill, PA | Wealth Manager · Small ($100M–$1B) | $247M | 93 | 347 | 2 | 03/24/2026 | ☆ |
| 11664 | Value Investment Professionals, Llc CRD 164704 | New York, NY | Wealth Manager · Small ($100M–$1B) | $247M | 158 | 158 | 4 | 03/03/2026 | ☆ |
| 11665 | Julex Capital Management, Llc CRD 166053 | Natick, MA | Investment Adviser · Small ($100M–$1B) | $247M | 1,716 | 1,716 | 3 | 02/24/2026 | ☆ |
| 11666 | Strive Financial Group, Llc CRD 333298 | Carmel, IN | Insurance-Affiliated · Small ($100M–$1B) | $247M | 769 | 1,991 | 12 | 07/10/2026 | ☆ |
| 11667 | Srp Capital Advisors Llc CRD 289466 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $247M | 7 | 7 | 45 | 03/31/2026 | ☆ |
| 11668 | 17 Capital Partners, Llc CRD 283013 | Phoenix, AZ | Wealth Manager · Small ($100M–$1B) | $246M | 190 | 416 | 7 | 03/31/2026 | ☆ |
| 11669 | N CRD 299003 | Wealth Manager · Small ($100M–$1B) | $246M | 127 | 414 | 4 | 02/27/2025 | ☆ | |
| 11670 | Vantage Consulting Group Inc CRD 105240 | Virginia Beach, VA | Private Fund Manager · Small ($100M–$1B) | $246M | 7 | 7 | 10 | 08/05/2026 | ☆ |
| 11671 | Taconic Advisors Inc. CRD 123961 | Saugerties, NY | Wealth Manager · Small ($100M–$1B) | $246M | 133 | 598 | 5 | 07/09/2026 | ☆ |
| 11672 | Nexxus Holdings Advisors Llc CRD 166884 | Santa Barbara, CA | Private Fund Manager · Small ($100M–$1B) | $246M | 4 | 4 | 7 | 03/27/2026 | ☆ |
| 11673 | Mckinney Capital Management Llc CRD 338774 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $246M | 689 | 912 | 7 | 06/04/2026 | ☆ |
| 11674 | New England Financial Planning Group, Llc CRD 105254 | Burlington, MA | Wealth Manager · Small ($100M–$1B) | $246M | 196 | 709 | 6 | 03/04/2026 | ☆ |
| 11675 | N CRD 146383 | Wealth Manager · Small ($100M–$1B) | $246M | 133 | 347 | 4 | 03/31/2025 | ☆ | |
| 11676 | The Professional Financial Company Llc CRD 286419 | Orem, UT | Wealth Manager · Small ($100M–$1B) | $246M | 285 | 575 | 7 | 03/24/2026 | ☆ |
| 11677 | Asempa, Llc CRD 328609 | Baton Rouge, LA | Wealth Manager · Small ($100M–$1B) | $246M | 88 | 88 | 4 | 05/12/2026 | ☆ |
| 11678 | N CRD 296295 | Private Fund Manager · Small ($100M–$1B) | $246M | 5 | 5 | 9 | 07/17/2026 | ☆ | |
| 11679 | Des Moines Investments, Llc CRD 146322 | Des Moines, IA | Insurance-Affiliated · Small ($100M–$1B) | $246M | 700 | 1,497 | 4 | 06/17/2026 | ☆ |
| 11680 | Hall Retirement Planning Services, Llc CRD 289847 | Knoxville, TN | Wealth Manager · Small ($100M–$1B) | $246M | 248 | 510 | 6 | 03/05/2026 | ☆ |
| 11681 | Sierra Pacific Private Wealth, Llc CRD 131738 | Pleasanton, CA | Wealth Manager · Small ($100M–$1B) | $246M | 290 | 294 | 7 | 02/23/2026 | ☆ |
| 11682 | 3 B Capital Management, Lp CRD 300098 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $246M | 3 | 3 | 3 | 03/27/2026 | ☆ |
| 11683 | Pinnacle West Asset Management Inc CRD 106527 | Casper, WY | Wealth Manager · Small ($100M–$1B) | $246M | 98 | 226 | 3 | 04/01/2026 | ☆ |
| 11684 | Glc Investment Advisors, Llc CRD 158414 | Private Fund Manager · Small ($100M–$1B) | $246M | 3 | 3 | 1 | 04/30/2026 | ☆ | |
| 11685 | Insight Inv Llc CRD 172511 | El Segundo, CA | Wealth Manager · Small ($100M–$1B) | $246M | 92 | 228 | 5 | 03/04/2026 | ☆ |
| 11686 | Toro West Capital Advisors, Llc CRD 331265 | Louisville, CO | Multi-Family Office · Small ($100M–$1B) | $246M | 21 | 352 | 4 | 04/02/2026 | ☆ |
| 11687 | Global Wealth Management, Llc CRD 153677 | Kingston, NJ | Wealth Manager · Small ($100M–$1B) | $246M | 76 | 204 | 3 | 02/27/2026 | ☆ |
| 11688 | Alternative Fund Advisors, Llc CRD 313109 | Boston, MA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $246M | 1 | 1 | 6 | 03/25/2026 | ☆ |
| 11689 | Wealthway Financial Advisors CRD 108824 | Norfolk, VA | Wealth Manager · Small ($100M–$1B) | $246M | 166 | 552 | 5 | 02/26/2026 | ☆ |
| 11690 | Bostwick Capital Llc CRD 162386 | Locust Valley, NY | Private Fund Manager · Small ($100M–$1B) | $245M | 6 | 6 | 2 | 03/24/2026 | ☆ |
| 11691 | Rm Financial Services, Llc CRD 304297 | Falmouth, ME | Wealth Manager · Small ($100M–$1B) | $245M | 402 | 980 | 4 | 03/23/2026 | ☆ |
| 11692 | Optimist Retirement Group, Llc CRD 119086 | Bellevue, WA | Wealth Manager · Small ($100M–$1B) | $245M | 119 | 226 | 2 | 03/23/2026 | ☆ |
| 11693 | Strobe Ventures Lp CRD 334227 | Brooklyn, NY | Private Fund Manager · Small ($100M–$1B) | $245M | 7 | 7 | 4 | 05/21/2026 | ☆ |
| 11694 | Cannon Wealth Management Services, Llc CRD 323302 | Winston Salem, NC | Insurance-Affiliated · Small ($100M–$1B) | $245M | 411 | 1,001 | 8 | 04/30/2026 | ☆ |
| 11695 | N CRD 111303 | Investment Adviser · Small ($100M–$1B) | $245M | 3 | 1 | 01/28/2025 | ☆ | ||
| 11696 | N CRD 121764 | Wealth Manager · Small ($100M–$1B) | $245M | 287 | 712 | 10 | 03/17/2025 | ☆ | |
| 11697 | Saas Capital, Llc CRD 298213 | Cincinnati, OH | Private Fund Manager · Small ($100M–$1B) | $245M | 9 | 9 | 9 | 04/01/2026 | ☆ |
| 11698 | W Advisors Llc CRD 168452 | Germantown, TN | Wealth Manager · Small ($100M–$1B) | $245M | 95 | 500 | 3 | 03/17/2026 | ☆ |
| 11699 | Metronome Capital Llp CRD 311170 | London, London | Private Fund Manager · Small ($100M–$1B) | $245M | 1 | 2 | 6 | 06/29/2026 | ☆ |
| 11700 | Integras Partners, Llc CRD 172979 | Alpharetta, GA | Wealth Manager · Small ($100M–$1B) | $245M | 188 | 567 | 5 | 07/15/2026 | ☆ |