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 |
|---|---|---|---|---|---|---|---|---|---|
| 13051 | Aca Ii Advisors, Llc CRD 156128 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $190M | 8 | 8 | 14 | 07/12/2026 | ☆ |
| 13052 | Signet Private Wealth, Llc CRD 290029 | Chicago, IL | Wealth Manager · Small ($100M–$1B) | $190M | 80 | 283 | 4 | 06/23/2026 | ☆ |
| 13053 | Financial Independence Advisors, Llc CRD 317193 | Jacksonville, FL | Wealth Manager · Small ($100M–$1B) | $190M | 186 | 393 | 8 | 01/30/2026 | ☆ |
| 13054 | N CRD 300753 | Investment Adviser · Small ($100M–$1B) | $190M | 77 | 77 | 9 | 02/20/2025 | ☆ | |
| 13055 | Calvert Wealth Management, Inc. CRD 115639 | Dunkirk, MD | Wealth Manager · Small ($100M–$1B) | $190M | 360 | 756 | 4 | 03/16/2026 | ☆ |
| 13056 | N CRD 329115 | Endowment & Foundation Advisor · Small ($100M–$1B) | $190M | 5 | 5 | 2 | 05/15/2025 | ☆ | |
| 13057 | Om Advisers Lp CRD 309024 | Summit, NJ | Private Fund Manager · Small ($100M–$1B) | $189M | 3 | 3 | 1 | 03/25/2026 | ☆ |
| 13058 | Solutions 4 Wealth, Ltd CRD 143248 | Southlake, TX | Wealth Manager · Small ($100M–$1B) | $189M | 209 | 649 | 5 | 03/27/2026 | ☆ |
| 13059 | Xception Advisory Services, Llc CRD 338122 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $189M | 28 | 28 | 5 | 05/27/2026 | ☆ |
| 13060 | N CRD 153082 | Private Fund Manager · Small ($100M–$1B) | $189M | 2 | 2 | 7 | 03/28/2026 | ☆ | |
| 13061 | Procuream Llc CRD 297134 | Mutual Fund / Asset Manager · Small ($100M–$1B) | $189M | 1 | 1 | 3 | 01/26/2026 | ☆ | |
| 13062 | Daytona Street Capital Llc CRD 316666 | Saint Louis, MO | Wealth Manager · Small ($100M–$1B) | $189M | 51 | 107 | 6 | 03/12/2026 | ☆ |
| 13063 | Odyssey Capital Advisors Inc. CRD 299034 | Bala Cynwyd, PA | Insurance-Affiliated · Small ($100M–$1B) | $189M | 259 | 642 | 5 | 05/21/2026 | ☆ |
| 13064 | Classic Asset Management, Llc CRD 122030 | Fargo, ND | Wealth Manager · Small ($100M–$1B) | $189M | 659 | 1,346 | 10 | 05/05/2026 | ☆ |
| 13065 | Bluerock Credit Fund Advisor, Llc CRD 291770 | New York, NY | Mutual Fund / Asset Manager · Small ($100M–$1B) | $189M | 1 | 1 | 11 | 03/28/2026 | ☆ |
| 13066 | Hara Capital Llc CRD 315108 | Wealth Manager · Small ($100M–$1B) | $189M | 35 | 110 | 1 | 03/18/2026 | ☆ | |
| 13067 | Argosy Lionbridge Management, Llc CRD 325413 | Wayne, PA | Endowment & Foundation Advisor · Small ($100M–$1B) | $189M | 5 | 9 | 6 | 03/30/2026 | ☆ |
| 13068 | Cfs Wealth Management, Llc CRD 135579 | Macon, GA | Wealth Manager · Small ($100M–$1B) | $189M | 465 | 465 | 3 | 03/12/2026 | ☆ |
| 13069 | Elm3 Financial Group, Llc CRD 140594 | Alpharetta, GA | Wealth Manager · Small ($100M–$1B) | $189M | 287 | 680 | 6 | 06/08/2026 | ☆ |
| 13070 | Ridgeline Wealth Advisors, Llc. CRD 284843 | Raleigh, NC | Insurance-Affiliated · Small ($100M–$1B) | $189M | 199 | 709 | 7 | 07/14/2026 | ☆ |
| 13071 | Bledsoe Asset Management, Llc CRD 145943 | Phoenix, AZ | Wealth Manager · Small ($100M–$1B) | $189M | 341 | 688 | 5 | 04/14/2026 | ☆ |
| 13072 | Keith Hamilton, Inc. CRD 155865 | La Jolla, CA | Wealth Manager · Small ($100M–$1B) | $189M | 171 | 395 | 5 | 03/23/2026 | ☆ |
| 13073 | Krs Capital Management, Llc CRD 142928 | Bloomfield Hills, MI | Wealth Manager · Small ($100M–$1B) | $189M | 42 | 148 | 2 | 01/16/2026 | ☆ |
| 13074 | Growth Capital Strategies, Llc CRD 288119 | Menlo Park, CA | Wealth Manager · Small ($100M–$1B) | $189M | 22 | 62 | 1 | 05/20/2026 | ☆ |
| 13075 | Azarias Capital Management, L.P. CRD 174466 | Westchester, PA | Investment Adviser · Small ($100M–$1B) | $189M | 2 | 6 | 6 | 06/09/2026 | ☆ |
| 13076 | Seed Wealth Management, Inc. CRD 171920 | Wealth Manager · Small ($100M–$1B) | $189M | 34 | 34 | 2 | 03/24/2026 | ☆ | |
| 13077 | Union Square Capital Partners, Llc CRD 288708 | Kennett Square, PA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $189M | 1 | 1 | 2 | 02/24/2026 | ☆ |
| 13078 | Rjp Investment Advisors, Llp CRD 111536 | Indianapolis, IN | Wealth Manager · Small ($100M–$1B) | $189M | 86 | 205 | 5 | 02/09/2026 | ☆ |
| 13079 | Hahn Financial Group Inc. CRD 169787 | Sioux Falls, SD | Insurance-Affiliated · Small ($100M–$1B) | $189M | 1,861 | 3,363 | 16 | 08/05/2026 | ☆ |
| 13080 | Mcculley Financial Group, Llc CRD 154891 | Westchester, IL | Wealth Manager · Small ($100M–$1B) | $189M | 169 | 169 | 4 | 04/08/2026 | ☆ |
| 13081 | Ivy League Financial Advisors Llc CRD 119145 | Rockville, MD | Wealth Manager · Small ($100M–$1B) | $189M | 103 | 345 | 4 | 03/24/2026 | ☆ |
| 13082 | Orvieto Partners, L.P. CRD 313475 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $189M | 1 | 1 | 4 | 05/01/2026 | ☆ |
| 13083 | N CRD 318415 | Wealth Manager · Small ($100M–$1B) | $189M | 230 | 475 | 5 | 03/05/2026 | ☆ | |
| 13084 | Nearside Advisors, Llc CRD 341851 | Indianapolis, IN | Wealth Manager · Small ($100M–$1B) | $189M | 113 | 299 | 3 | 08/10/2026 | ☆ |
| 13085 | Sdr Investment Management, Inc. CRD 108682 | Longwood, FL | Wealth Manager · Small ($100M–$1B) | $189M | 664 | 1,165 | 6 | 03/30/2026 | ☆ |
| 13086 | Highroad Wealth Advisors, Llc CRD 331566 | Coos Bay, OR | Wealth Manager · Small ($100M–$1B) | $189M | 111 | 318 | 3 | 01/26/2026 | ☆ |
| 13087 | Amicorp Wealth Services Llc CRD 319247 | Miami, FL | Investment Adviser · Small ($100M–$1B) | $189M | 13 | 13 | 3 | 03/24/2026 | ☆ |
| 13088 | Wright Wealth Llc CRD 321215 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $188M | 242 | 839 | 7 | 06/10/2026 | ☆ |
| 13089 | Wilshire Quinn Capital, Inc. CRD 148012 | San Diego, CA | Private Fund Manager · Small ($100M–$1B) | $188M | 1 | 1 | 6 | 01/21/2026 | ☆ |
| 13090 | Trailhead Planners, Llc CRD 284610 | Edina, MN | Wealth Manager · Small ($100M–$1B) | $188M | 151 | 594 | 4 | 07/06/2026 | ☆ |
| 13091 | Bristlecone Value Partners, Llc CRD 128117 | Los Angeles, CA | Wealth Manager · Small ($100M–$1B) | $188M | 94 | 323 | 3 | 02/20/2026 | ☆ |
| 13092 | Vine Capital Management, Llc CRD 269894 | Wealth Manager · Small ($100M–$1B) | $188M | 168 | 301 | 2 | 01/20/2026 | ☆ | |
| 13093 | Colarion Llc CRD 284588 | Mountain Brook, AL | Wealth Manager · Small ($100M–$1B) | $188M | 96 | 148 | 3 | 03/20/2026 | ☆ |
| 13094 | Timber Point Capital Management Llc CRD 307366 | White Plains, NY | Investment Adviser · Small ($100M–$1B) | $188M | 3 | 3 | 4 | 03/23/2026 | ☆ |
| 13095 | Métier Capital, Llc CRD 329009 | Investment Adviser · Small ($100M–$1B) | $188M | 74 | 2 | 03/25/2026 | ☆ | ||
| 13096 | Cross State Financial Group Llc CRD 282011 | Albuquerque, NM | Wealth Manager · Small ($100M–$1B) | $188M | 406 | 1,111 | 10 | 04/24/2026 | ☆ |
| 13097 | Frank Financial Services CRD 147537 | Carlsbad, CA | Insurance-Affiliated · Small ($100M–$1B) | $188M | 144 | 456 | 2 | 02/16/2026 | ☆ |
| 13098 | Barnes Dennig Private Wealth Management, Llc CRD 328496 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $188M | 198 | 419 | 7 | 03/24/2026 | ☆ |
| 13099 | N CRD 318637 | Investment Adviser · Small ($100M–$1B) | $188M | 1 | 15 | 7 | 12/15/2025 | ☆ | |
| 13100 | Financial Consultants Group Inc CRD 108062 | Cumming, GA | Wealth Manager · Small ($100M–$1B) | $188M | 245 | 577 | 8 | 07/22/2026 | ☆ |