Investment advisers
44,588 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 |
|---|---|---|---|---|---|---|---|---|---|
| 13001 | Sanctuary Wealth Advisors Llc CRD 285428 | Denver, CO | Wealth Manager · Small ($100M–$1B) | $192M | 45 | 47 | 2 | 03/24/2026 | ☆ |
| 13002 | Phorcys Capital Partners, Llc CRD 285635 | Alpharetta, GA | Insurance-Affiliated · Small ($100M–$1B) | $191M | 3 | 3 | 7 | 04/01/2026 | ☆ |
| 13003 | The Capital Group Fiduciary Advisors, Llc CRD 295193 | Wealth Manager · Small ($100M–$1B) | $191M | 285 | 722 | 3 | 03/19/2026 | ☆ | |
| 13004 | Strategic Advisory Partners, Llc CRD 314842 | Greensboro, NC | Wealth Manager · Small ($100M–$1B) | $191M | 346 | 828 | 8 | 03/25/2026 | ☆ |
| 13005 | Spinosa Wealth Management Group, Llc CRD 170903 | Mandeville, LA | Wealth Manager · Small ($100M–$1B) | $191M | 152 | 334 | 3 | 03/05/2026 | ☆ |
| 13006 | Variadic Llc CRD 332389 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $191M | 1 | 1 | 10 | 04/15/2026 | ☆ |
| 13007 | Aravalli Capital Management Lp CRD 327861 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $191M | 5 | 5 | 4 | 07/01/2026 | ☆ |
| 13008 | Togwotee Cio, Llc CRD 311981 | Investment Adviser · Small ($100M–$1B) | $191M | 13 | 25 | 1 | 01/28/2026 | ☆ | |
| 13009 | Guardian Wealth Partners, Llc CRD 310203 | New York, NY | Wealth Manager · Small ($100M–$1B) | $191M | 402 | 655 | 75 | 06/22/2026 | ☆ |
| 13010 | Lb Partners Llc CRD 309088 | Charlottesville, VA | Private Fund Manager · Small ($100M–$1B) | $191M | 4 | 4 | 2 | 07/29/2026 | ☆ |
| 13011 | Oceanside Advisors Llc CRD 170307 | Mount Pleasant, SC | Insurance-Affiliated · Small ($100M–$1B) | $191M | 253 | 765 | 5 | 02/04/2026 | ☆ |
| 13012 | N CRD 323562 | Private Fund Manager · Small ($100M–$1B) | $191M | 1 | 1 | 45 | 03/28/2025 | ☆ | |
| 13013 | Anchor Capital Management Group, Inc. CRD 123543 | Aliso Viejo, CA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $191M | 26 | 28 | 3 | 03/30/2026 | ☆ |
| 13014 | Investment Management Corporation CRD 107246 | Roanoke, VA | Wealth Manager · Small ($100M–$1B) | $191M | 193 | 666 | 6 | 02/26/2026 | ☆ |
| 13015 | High Plains Investment Advisors, Inc. CRD 114404 | Lubbock, TX | Wealth Manager · Small ($100M–$1B) | $191M | 137 | 415 | 2 | 02/09/2026 | ☆ |
| 13016 | Forthright Family Wealth Advisory Llc CRD 304547 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $191M | 64 | 221 | 2 | 03/31/2026 | ☆ |
| 13017 | Enza Financial, Llc CRD 315827 | Independence, OH | Wealth Manager · Small ($100M–$1B) | $191M | 198 | 339 | 5 | 03/02/2026 | ☆ |
| 13018 | Columbia River Advisors, Llc CRD 154571 | Tacoma, WA | Wealth Manager · Small ($100M–$1B) | $191M | 233 | 575 | 6 | 07/08/2026 | ☆ |
| 13019 | Apex Wealth Management, Llc CRD 317091 | Bedford, NH | Wealth Manager · Small ($100M–$1B) | $191M | 114 | 271 | 2 | 02/11/2026 | ☆ |
| 13020 | M83 Investment Group, Llc CRD 332416 | Calabasas, CA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $191M | 1 | 1 | 6 | 12/05/2025 | ☆ |
| 13021 | Calumet Capital Partners Llc CRD 318770 | Miami, FL | Investment Adviser · Small ($100M–$1B) | $191M | 3 | 3 | 03/27/2026 | ☆ | |
| 13022 | Bowen Financial Services, Llc CRD 116714 | Midlothian, VA | Wealth Manager · Small ($100M–$1B) | $191M | 67 | 305 | 3 | 03/30/2026 | ☆ |
| 13023 | Drh Investments, Inc. CRD 164945 | Thousand Oaks, CA | Wealth Manager · Small ($100M–$1B) | $191M | 101 | 332 | 4 | 03/30/2026 | ☆ |
| 13024 | Psg Credit Gp, Llc CRD 311297 | Columbia, MD | Private Fund Manager · Small ($100M–$1B) | $191M | 7 | 7 | 25 | 08/06/2026 | ☆ |
| 13025 | D & G Advisory Group, L.L.C. CRD 125055 | Insurance-Affiliated · Small ($100M–$1B) | $191M | 293 | 293 | 3 | 03/24/2026 | ☆ | |
| 13026 | N CRD 108183 | Wealth Manager · Small ($100M–$1B) | $191M | 187 | 349 | 6 | 03/26/2025 | ☆ | |
| 13027 | Meyer Capital Management Llc. CRD 106904 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $191M | 116 | 353 | 7 | 03/30/2026 | ☆ |
| 13028 | Lfg Wealth Partners, Llc CRD 331339 | Elizabethtown, KY | Insurance-Affiliated · Small ($100M–$1B) | $191M | 360 | 919 | 26 | 02/09/2026 | ☆ |
| 13029 | Dynamic Wealth Strategies, Llc CRD 167594 | Granite Bay, CA | Wealth Manager · Small ($100M–$1B) | $191M | 159 | 159 | 8 | 03/23/2026 | ☆ |
| 13030 | Masus Financial Group, Ltd. CRD 174339 | Batavia, IL | Wealth Manager · Small ($100M–$1B) | $191M | 296 | 606 | 4 | 05/19/2026 | ☆ |
| 13031 | Wisdom Wealth Strategies, Llc CRD 170230 | Greenwood Village, CO | Insurance-Affiliated · Small ($100M–$1B) | $190M | 219 | 680 | 2 | 07/29/2026 | ☆ |
| 13032 | Bluestone Private Wealth, Llc CRD 326055 | Cleveland, OH | Multi-Family Office · Small ($100M–$1B) | $190M | 18 | 226 | 3 | 03/05/2026 | ☆ |
| 13033 | Vanguard Capital Wealth Advisors, Llc CRD 285052 | Denver, CO | Wealth Manager · Small ($100M–$1B) | $190M | 199 | 414 | 5 | 03/23/2026 | ☆ |
| 13034 | Lord Abbett Fif Advisor Llc CRD 332700 | Jersey City, NJ | Mutual Fund / Asset Manager · Small ($100M–$1B) | $190M | 2 | 2 | 821 | 12/24/2025 | ☆ |
| 13035 | Aegis Wealth Management, Llc CRD 199511 | Maitland, FL | Wealth Manager · Small ($100M–$1B) | $190M | 170 | 456 | 4 | 03/31/2026 | ☆ |
| 13036 | Mjc Advisors, Llc CRD 136839 | Wealth Manager · Small ($100M–$1B) | $190M | 83 | 371 | 2 | 03/12/2026 | ☆ | |
| 13037 | Armada Advisors, Inc. CRD 150416 | Pensacola, FL | Wealth Manager · Small ($100M–$1B) | $190M | 323 | 692 | 2 | 07/09/2026 | ☆ |
| 13038 | Ategra Capital Management, Llc CRD 164245 | Vienna, VA | Private Fund Manager · Small ($100M–$1B) | $190M | 2 | 2 | 5 | 03/04/2026 | ☆ |
| 13039 | Valued Retirements, Inc. CRD 114236 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $190M | 91 | 309 | 4 | 04/14/2026 | ☆ |
| 13040 | Silicon Beach Wealth, Llc CRD 310051 | Marina Del Rey, CA | Wealth Manager · Small ($100M–$1B) | $190M | 191 | 798 | 5 | 03/12/2026 | ☆ |
| 13041 | Three Sixty Wealth Management, Llc CRD 301007 | Bloomington, IL | Insurance-Affiliated · Small ($100M–$1B) | $190M | 186 | 627 | 6 | 04/02/2026 | ☆ |
| 13042 | Creek Drive Management Group Llc CRD 332075 | Private Fund Manager · Small ($100M–$1B) | $190M | 1 | 1 | 4 | 07/27/2026 | ☆ | |
| 13043 | Financial Horizons, Inc. CRD 110741 | Multi-Family Office · Small ($100M–$1B) | $190M | 14 | 14 | 1 | 03/30/2026 | ☆ | |
| 13044 | Blueprint Wealth Management Inc. CRD 325099 | Ellicott City, MD | Insurance-Affiliated · Small ($100M–$1B) | $190M | 320 | 320 | 6 | 03/20/2026 | ☆ |
| 13045 | Pacific Value, Llc CRD 147086 | Boise, ID | Wealth Manager · Small ($100M–$1B) | $190M | 169 | 433 | 4 | 03/26/2026 | ☆ |
| 13046 | Conceptual Financial Advisors, Llc CRD 167513 | Appleton, WI | Wealth Manager · Small ($100M–$1B) | $190M | 426 | 778 | 4 | 01/15/2026 | ☆ |
| 13047 | Tt Capital Management Llc CRD 158407 | Wealth Manager · Small ($100M–$1B) | $190M | 296 | 939 | 6 | 08/03/2026 | ☆ | |
| 13048 | Harbour Financial Resources, Ltd CRD 110261 | Skokie, IL | Insurance-Affiliated · Small ($100M–$1B) | $190M | 124 | 362 | 3 | 03/30/2026 | ☆ |
| 13049 | Rockwood Equity Partners Llc CRD 163846 | Denver, CO | Private Fund Manager · Small ($100M–$1B) | $190M | 6 | 6 | 13 | 03/31/2026 | ☆ |
| 13050 | Continental Advisors Llc CRD 109788 | Private Fund Manager · Small ($100M–$1B) | $190M | 1 | 1 | 2 | 03/30/2026 | ☆ |