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 |
|---|---|---|---|---|---|---|---|---|---|
| 11801 | 1620 Investment Advisors, Inc. CRD 119262 | Plymouth, MA | Wealth Manager · Small ($100M–$1B) | $242M | 242 | 593 | 5 | 06/03/2026 | ☆ |
| 11802 | True Measure Wealth Management CRD 116265 | Omaha, NE | Wealth Manager · Small ($100M–$1B) | $242M | 105 | 342 | 2 | 03/18/2026 | ☆ |
| 11803 | Prism Planning Partners, Llc CRD 290485 | Libertyville, IL | Wealth Manager · Small ($100M–$1B) | $242M | 151 | 482 | 4 | 03/02/2026 | ☆ |
| 11804 | Wealth Management Corporation Of America, Inc. CRD 109576 | Tallahassee, FL | Wealth Manager · Small ($100M–$1B) | $242M | 1,641 | 1,641 | 6 | 03/25/2026 | ☆ |
| 11805 | Treasure Coast Financial Planning, Inc. CRD 166684 | Vero Beach, FL | Wealth Manager · Small ($100M–$1B) | $241M | 251 | 661 | 6 | 03/30/2026 | ☆ |
| 11806 | Dfn Management Llc. CRD 285057 | Tampa, FL | Private Fund Manager · Small ($100M–$1B) | $241M | 2 | 2 | 6 | 03/31/2026 | ☆ |
| 11807 | Maven Royalty Partners, Llc CRD 288377 | Shreveport, LA | Private Fund Manager · Small ($100M–$1B) | $241M | 2 | 2 | 26 | 03/30/2026 | ☆ |
| 11808 | N CRD 155846 | Investment Adviser · Small ($100M–$1B) | $241M | 2 | 2 | 1 | 01/07/2025 | ☆ | |
| 11809 | Constitution Capital Llc CRD 310378 | Shelton, CT | Wealth Manager · Small ($100M–$1B) | $241M | 180 | 268 | 6 | 02/06/2026 | ☆ |
| 11810 | Tabr Capital Management, Llc CRD 129959 | Orange, CA | Wealth Manager · Small ($100M–$1B) | $241M | 235 | 713 | 3 | 03/26/2026 | ☆ |
| 11811 | Turnbridge Capital, Llc CRD 169843 | Little Elm, TX | Private Fund Manager · Small ($100M–$1B) | $241M | 10 | 10 | 3 | 03/26/2026 | ☆ |
| 11812 | Bland Garvey Wealth Advisors, Llc CRD 140066 | Richardson, TX | Wealth Manager · Small ($100M–$1B) | $241M | 122 | 354 | 5 | 03/18/2026 | ☆ |
| 11813 | Tenere Capital, Llc CRD 312441 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $241M | 5 | 5 | 5 | 09/25/2026 | ☆ |
| 11814 | N CRD 306433 | Investment Adviser · Small ($100M–$1B) | $241M | 2 | 4 | 8 | 11/05/2025 | ☆ | |
| 11815 | Vvr Holdings Llc CRD 334343 | Bellingham, WA | Wealth Manager · Small ($100M–$1B) | $241M | 262 | 636 | 3 | 10/01/2026 | ☆ |
| 11816 | English Capital Management Llc CRD 234790 | Bloomfield Hills, MI | Private Fund Manager · Small ($100M–$1B) | $241M | 1 | 1 | 2 | 02/26/2026 | ☆ |
| 11817 | Bayntree Wealth Advisors, Llc CRD 226708 | Scottsdale, AZ | Wealth Manager · Small ($100M–$1B) | $241M | 510 | 1,208 | 13 | 04/20/2026 | ☆ |
| 11818 | Barnstone Advisors Llc CRD 144511 | Phoenixville, PA | Wealth Manager · Small ($100M–$1B) | $241M | 90 | 288 | 4 | 01/27/2026 | ☆ |
| 11819 | Heritage Haus Wealth Partners Llc CRD 342736 | New Braunfels, TX | Wealth Manager · Small ($100M–$1B) | $241M | 533 | 1,177 | 6 | 09/29/2026 | ☆ |
| 11820 | Assured Retirement Financial Group, Inc. CRD 179516 | Edina, MN | Wealth Manager · Small ($100M–$1B) | $241M | 541 | 526 | 7 | 03/29/2026 | ☆ |
| 11821 | Greybull Partners Llc CRD 128390 | Atlanta, GA | Investment Adviser · Small ($100M–$1B) | $241M | 2 | 2 | 20 | 07/13/2026 | ☆ |
| 11822 | Bassam Wealth Management, Llc CRD 330695 | Palm Beach, FL | Multi-Family Office · Small ($100M–$1B) | $241M | 24 | 176 | 3 | 03/04/2026 | ☆ |
| 11823 | Armatus Capital Management, Llc CRD 284800 | Private Fund Manager · Small ($100M–$1B) | $241M | 3 | 3 | 6 | 06/29/2026 | ☆ | |
| 11824 | Carlin Wealth Management Group, Llc CRD 325306 | Austin, TX | Insurance-Affiliated · Small ($100M–$1B) | $241M | 189 | 1,076 | 4 | 03/12/2026 | ☆ |
| 11825 | Carolina Financial Advisors, Inc. CRD 118823 | Greensboro, NC | Insurance-Affiliated · Small ($100M–$1B) | $241M | 474 | 1,226 | 7 | 05/27/2026 | ☆ |
| 11826 | Psc Capital Partners Llc CRD 165620 | Minneapolis, MN | Private Fund Manager · Small ($100M–$1B) | $241M | 6 | 6 | 19 | 03/26/2026 | ☆ |
| 11827 | The Kieckhefer Group Llc CRD 331128 | Mequon, WI | Wealth Manager · Small ($100M–$1B) | $241M | 61 | 148 | 3 | 01/27/2026 | ☆ |
| 11828 | Corporate Consulting Group, Inc. CRD 123761 | Tulsa, OK | Investment Adviser · Small ($100M–$1B) | $241M | 17 | 2 | 03/26/2026 | ☆ | |
| 11829 | Burrus Financial Services, Inc. CRD 141435 | Salt Lake City, UT | Wealth Manager · Small ($100M–$1B) | $241M | 322 | 671 | 5 | 03/16/2026 | ☆ |
| 11830 | Richmond Brothers, Inc. CRD 158916 | Jackson, MI | Wealth Manager · Small ($100M–$1B) | $241M | 667 | 1,866 | 20 | 03/30/2026 | ☆ |
| 11831 | Barker Wealth Management, Llc CRD 226768 | Camas, WA | Wealth Manager · Small ($100M–$1B) | $241M | 70 | 269 | 2 | 03/30/2026 | ☆ |
| 11832 | Christine Messmer, P.C. CRD 121202 | Collegeville, PA | Wealth Manager · Small ($100M–$1B) | $241M | 206 | 206 | 1 | 01/22/2026 | ☆ |
| 11833 | Forbes Financial Planning, Inc. CRD 143912 | East Greenwich, RI | Wealth Manager · Small ($100M–$1B) | $241M | 887 | 887 | 3 | 03/30/2026 | ☆ |
| 11834 | Kane Investment Management, Inc. CRD 127337 | Los Gatos, CA | Wealth Manager · Small ($100M–$1B) | $241M | 191 | 478 | 9 | 03/24/2026 | ☆ |
| 11835 | R. Stewart Eads Investment Counsel, Inc. CRD 105524 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $240M | 229 | 229 | 6 | 03/30/2026 | ☆ |
| 11836 | Blueline Capital Management, Llc CRD 338340 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $240M | 3 | 3 | 7 | 06/26/2026 | ☆ |
| 11837 | Interactive Financial Advisors, Inc. CRD 125117 | New Lenox, IL | Wealth Manager · Small ($100M–$1B) | $240M | 1,307 | 2,075 | 33 | 08/06/2026 | ☆ |
| 11838 | Storehouse Financial Llc CRD 140738 | Fort Worth, TX | Wealth Manager · Small ($100M–$1B) | $240M | 1,346 | 1,346 | 6 | 03/25/2026 | ☆ |
| 11839 | Keystone Financial Services, Llc CRD 308397 | Omaha, NE | Wealth Manager · Small ($100M–$1B) | $240M | 1,043 | 1,695 | 11 | 04/27/2026 | ☆ |
| 11840 | Delta Capital Management Llc CRD 106248 | Red Bank, NJ | Institutional / Pension Advisor · Small ($100M–$1B) | $240M | 41 | 41 | 4 | 03/11/2026 | ☆ |
| 11841 | Lumina Wealth Management, Llc CRD 291548 | Wilmington, NC | Wealth Manager · Small ($100M–$1B) | $240M | 181 | 595 | 3 | 08/06/2026 | ☆ |
| 11842 | Allied Portfolio Management, Inc. CRD 113809 | Tucson, AZ | Wealth Manager · Small ($100M–$1B) | $240M | 124 | 327 | 2 | 04/10/2026 | ☆ |
| 11843 | Clearfield Capital Management Lp CRD 174981 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $240M | 3 | 3 | 4 | 03/26/2026 | ☆ |
| 11844 | Buttonwood Group Advisors Llc CRD 173608 | Uniondale, NY | Private Fund Manager · Small ($100M–$1B) | $240M | 24 | 24 | 4 | 02/20/2026 | ☆ |
| 11845 | Kaiyo Wealth Llc CRD 316431 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $240M | 86 | 294 | 4 | 04/20/2026 | ☆ |
| 11846 | Jennings & Associates Financial Advisors, Llc CRD 312706 | Paducah, KY | Wealth Manager · Small ($100M–$1B) | $240M | 691 | 1,117 | 8 | 03/31/2026 | ☆ |
| 11847 | True Wealth Advisory Group, Llc CRD 306523 | Miami, FL | Investment Adviser · Small ($100M–$1B) | $240M | 102 | 260 | 4 | 03/19/2026 | ☆ |
| 11848 | Lane Brothers & Co Inc CRD 105968 | Prescott, AZ | Wealth Manager · Small ($100M–$1B) | $240M | 342 | 979 | 6 | 03/27/2026 | ☆ |
| 11849 | Ifs Group, Llc CRD 328774 | Mechanicsburg, PA | Insurance-Affiliated · Small ($100M–$1B) | $240M | 267 | 344 | 6 | 07/07/2026 | ☆ |
| 11850 | Loyola Asset Management Llc CRD 153255 | Coral Gables, FL | Investment Adviser · Small ($100M–$1B) | $240M | 57 | 63 | 5 | 03/17/2026 | ☆ |