Investment advisers
45,182 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 |
|---|---|---|---|---|---|---|---|---|---|
| 12901 | Inman Financial Services, Inc. CRD 297414 | Portland, OR | Insurance-Affiliated · Small ($100M–$1B) | $197M | 237 | 625 | 5 | 04/10/2026 | ☆ |
| 12902 | Vanheel Management Limited CRD 282064 | Hong Kong S.A.R. | Broker-Dealer (Dually Registered) · Small ($100M–$1B) | $197M | 49 | 49 | 8 | 09/23/2026 | ☆ |
| 12903 | Copper Beech Financial Group, Llc CRD 313156 | Moorestown, NJ | Insurance-Affiliated · Small ($100M–$1B) | $197M | 201 | 584 | 9 | 03/12/2026 | ☆ |
| 12904 | Rydar Equities, Inc. CRD 154086 | Weatherford, TX | Insurance-Affiliated · Small ($100M–$1B) | $197M | 142 | 406 | 2 | 03/13/2026 | ☆ |
| 12905 | Bautis Financial, Llc CRD 148582 | Montclair, NJ | Insurance-Affiliated · Small ($100M–$1B) | $197M | 275 | 797 | 5 | 02/18/2026 | ☆ |
| 12906 | Global Partnerships CRD 300844 | Seattle, WA | Private Fund Manager · Small ($100M–$1B) | $197M | 5 | 5 | 41 | 09/29/2026 | ☆ |
| 12907 | Aps Advisors CRD 153504 | Jackson, CA | Wealth Manager · Small ($100M–$1B) | $197M | 557 | 810 | 2 | 03/04/2026 | ☆ |
| 12908 | Osprey Capital Management Corp. CRD 172524 | Miami Beach, FL | Wealth Manager · Small ($100M–$1B) | $197M | 1 | 1 | 02/18/2026 | ☆ | |
| 12909 | L Capital, Llc CRD 277098 | Windsor, CA | Private Fund Manager · Small ($100M–$1B) | $197M | 6 | 6 | 3 | 03/24/2026 | ☆ |
| 12910 | Davis Wealth Advisors Llc CRD 287736 | Salem, NH | Wealth Manager · Small ($100M–$1B) | $197M | 92 | 557 | 6 | 07/06/2026 | ☆ |
| 12911 | Concordia Wealth Management, Llc CRD 164278 | Concord, MA | Wealth Manager · Small ($100M–$1B) | $197M | 53 | 116 | 4 | 03/16/2026 | ☆ |
| 12912 | Usonia Advisory Group, Llc CRD 341550 | Briarcliff Manor, NY | Wealth Manager · Small ($100M–$1B) | $197M | 152 | 460 | 2 | 09/08/2026 | ☆ |
| 12913 | Keefer Pension Consulting, Inc. CRD 150657 | El Segundo, CA | Institutional / Pension Advisor · Small ($100M–$1B) | $197M | 57 | 92 | 1 | 03/06/2026 | ☆ |
| 12914 | Fee Only Fiduciary Advisors Llc CRD 143329 | Grand Rapids, MI | Wealth Manager · Small ($100M–$1B) | $197M | 292 | 885 | 3 | 06/08/2026 | ☆ |
| 12915 | Bireme Capital, Llc CRD 283224 | Rockville, MD | Investment Adviser · Small ($100M–$1B) | $197M | 65 | 75 | 2 | 03/19/2026 | ☆ |
| 12916 | Reciprocal Venture Management, L.L.C. CRD 288520 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $197M | 10 | 10 | 5 | 03/27/2026 | ☆ |
| 12917 | Rei Wealth Management Llc CRD 172220 | Wealth Manager · Small ($100M–$1B) | $197M | 26 | 60 | 2 | 03/20/2026 | ☆ | |
| 12918 | Rlh Capital, Llc CRD 321913 | Private Fund Manager · Small ($100M–$1B) | $197M | 4 | 4 | 1 | 10/01/2026 | ☆ | |
| 12919 | Bradley Wealth Llc CRD 131808 | Scottsdale, AZ | Insurance-Affiliated · Small ($100M–$1B) | $197M | 204 | 1,006 | 5 | 03/18/2026 | ☆ |
| 12920 | N CRD 133566 | Wealth Manager · Small ($100M–$1B) | $197M | 48 | 198 | 1 | 02/10/2026 | ☆ | |
| 12921 | Connor Capital Sb, Llc CRD 283073 | Santa Barbara, CA | Private Fund Manager · Small ($100M–$1B) | $197M | 8 | 8 | 4 | 03/27/2026 | ☆ |
| 12922 | The Bendix Financial Group, Inc. CRD 118999 | Garden City, NY | Wealth Manager · Small ($100M–$1B) | $197M | 211 | 211 | 4 | 09/08/2026 | ☆ |
| 12923 | Certified Planners, Inc. CRD 105364 | San Ramon, CA | Wealth Manager · Small ($100M–$1B) | $197M | 188 | 536 | 2 | 01/14/2026 | ☆ |
| 12924 | Springhouse Capital Management, Lp CRD 163080 | Private Fund Manager · Small ($100M–$1B) | $197M | 1 | 1 | 2 | 03/30/2026 | ☆ | |
| 12925 | Kingdom Legacy Advisors Corporation CRD 334847 | Wealth Manager · Small ($100M–$1B) | $197M | 223 | 823 | 5 | 09/08/2026 | ☆ | |
| 12926 | Avant Financial Advisors Llc CRD 297894 | Austin, TX | Wealth Manager · Small ($100M–$1B) | $196M | 166 | 522 | 5 | 02/20/2026 | ☆ |
| 12927 | Friedenthal Financial, Llc CRD 150457 | Marlton, NJ | Wealth Manager · Small ($100M–$1B) | $196M | 196 | 536 | 4 | 08/12/2026 | ☆ |
| 12928 | Round2 Investment Partners Llc CRD 326807 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $196M | 2 | 2 | 6 | 07/13/2026 | ☆ |
| 12929 | Grand Central Investment Group, Llc CRD 172537 | Tampa, FL | Wealth Manager · Small ($100M–$1B) | $196M | 238 | 343 | 5 | 06/30/2026 | ☆ |
| 12930 | Amphora Wealth Management, Llc CRD 157968 | Chapel Hill, NC | Wealth Manager · Small ($100M–$1B) | $196M | 103 | 649 | 3 | 03/30/2026 | ☆ |
| 12931 | Reyes Financial Architecture Inc. CRD 153194 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $196M | 170 | 170 | 5 | 03/12/2026 | ☆ |
| 12932 | Smith Partners Wealth Management, Llc CRD 112231 | Greensboro, NC | Wealth Manager · Small ($100M–$1B) | $196M | 123 | 416 | 4 | 03/10/2026 | ☆ |
| 12933 | Bellingrath Wealth Management, L.L.C. CRD 336024 | New Orleans, LA | Broker-Dealer (Dually Registered) · Small ($100M–$1B) | $196M | 210 | 459 | 6 | 05/06/2026 | ☆ |
| 12934 | Hummer Financial Advisory Services Inc CRD 108550 | Wealth Manager · Small ($100M–$1B) | $196M | 44 | 37 | 1 | 02/13/2026 | ☆ | |
| 12935 | Trueman Brown, Llc CRD 141602 | Lake Zurich, IL | Wealth Manager · Small ($100M–$1B) | $196M | 129 | 373 | 2 | 03/25/2026 | ☆ |
| 12936 | Frazier Financial Consultants, Llc CRD 112897 | Chapel Hill, NC | Wealth Manager · Small ($100M–$1B) | $196M | 89 | 323 | 3 | 02/04/2026 | ☆ |
| 12937 | Monson Wealth Management Llc CRD 337251 | Endowment & Foundation Advisor · Small ($100M–$1B) | $196M | 15 | 28 | 1 | 03/05/2026 | ☆ | |
| 12938 | Golden Gate Personal Financial Planning CRD 132264 | San Francisco, CA | Wealth Manager · Small ($100M–$1B) | $196M | 33 | 175 | 1 | 02/11/2026 | ☆ |
| 12939 | Hillman Capital Management Inc CRD 110096 | Bethesda, MD | Investment Adviser · Small ($100M–$1B) | $196M | 185 | 185 | 7 | 03/11/2026 | ☆ |
| 12940 | Spice Expeditions, Lp CRD 333626 | Westport, CT | Private Fund Manager · Small ($100M–$1B) | $196M | 6 | 6 | 5 | 06/26/2026 | ☆ |
| 12941 | Covestor Ltd CRD 145694 | London | Wealth Manager · Small ($100M–$1B) | $196M | 3,467 | 3,555 | 17 | 03/24/2026 | ☆ |
| 12942 | J.K. Financial, Inc. CRD 114929 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $196M | 133 | 417 | 3 | 02/19/2026 | ☆ |
| 12943 | J2 Capital Management, Inc. CRD 152964 | Troy, MI | Wealth Manager · Small ($100M–$1B) | $196M | 209 | 917 | 2 | 09/25/2026 | ☆ |
| 12944 | Balance Capital Partners L.P. CRD 325617 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $196M | 2 | 2 | 3 | 06/29/2026 | ☆ |
| 12945 | Tepp Ria Llc CRD 283899 | Westfield, NJ | Wealth Manager · Small ($100M–$1B) | $196M | 149 | 150 | 6 | 03/26/2026 | ☆ |
| 12946 | Marvin & Palmer Associates CRD 105399 | Wilmington, DE | Private Fund Manager · Small ($100M–$1B) | $196M | 7 | 7 | 7 | 03/20/2026 | ☆ |
| 12947 | Stonetree Investment Partners Llc CRD 318477 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $196M | 6 | 6 | 6 | 09/15/2026 | ☆ |
| 12948 | Ark Advisors Llc CRD 167456 | Bloomington, IL | Wealth Manager · Small ($100M–$1B) | $196M | 339 | 1,059 | 2 | 01/25/2026 | ☆ |
| 12949 | Vfpe Advisors Llc CRD 299829 | Audubon, PA | Private Fund Manager · Small ($100M–$1B) | $196M | 13 | 13 | 6 | 08/28/2026 | ☆ |
| 12950 | Cf Capital Llc CRD 325287 | Private Fund Manager · Small ($100M–$1B) | $196M | 3 | 4 | 3 | 04/30/2026 | ☆ |