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 |
|---|---|---|---|---|---|---|---|---|---|
| 13101 | Aegis Wealth Management, Llc CRD 199511 | Maitland, FL | Wealth Manager · Small ($100M–$1B) | $190M | 170 | 456 | 4 | 03/31/2026 | ☆ |
| 13102 | Mjc Advisors, Llc CRD 136839 | Wealth Manager · Small ($100M–$1B) | $190M | 83 | 371 | 2 | 03/12/2026 | ☆ | |
| 13103 | Armada Advisors, Inc. CRD 150416 | Pensacola, FL | Wealth Manager · Small ($100M–$1B) | $190M | 323 | 692 | 2 | 07/09/2026 | ☆ |
| 13104 | Clutinger Williams & Verhoye Inc CRD 111082 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $190M | 113 | 242 | 3 | 09/15/2026 | ☆ |
| 13105 | Ategra Capital Management, Llc CRD 164245 | Vienna, VA | Private Fund Manager · Small ($100M–$1B) | $190M | 2 | 2 | 5 | 03/04/2026 | ☆ |
| 13106 | Valued Retirements, Inc. CRD 114236 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $190M | 91 | 309 | 4 | 04/14/2026 | ☆ |
| 13107 | Silicon Beach Wealth, Llc CRD 310051 | Marina Del Rey, CA | Wealth Manager · Small ($100M–$1B) | $190M | 191 | 798 | 5 | 03/12/2026 | ☆ |
| 13108 | Three Sixty Wealth Management, Llc CRD 301007 | Bloomington, IL | Insurance-Affiliated · Small ($100M–$1B) | $190M | 186 | 627 | 6 | 04/02/2026 | ☆ |
| 13109 | Creek Drive Management Group Llc CRD 332075 | Private Fund Manager · Small ($100M–$1B) | $190M | 1 | 1 | 4 | 07/27/2026 | ☆ | |
| 13110 | Financial Horizons, Inc. CRD 110741 | Multi-Family Office · Small ($100M–$1B) | $190M | 14 | 14 | 1 | 03/30/2026 | ☆ | |
| 13111 | Altruist Advisors Llc CRD 340784 | Culver City, CA | Wealth Manager · Small ($100M–$1B) | $190M | 244 | 245 | 20 | 09/24/2026 | ☆ |
| 13112 | Blueprint Wealth Management Inc. CRD 325099 | Ellicott City, MD | Insurance-Affiliated · Small ($100M–$1B) | $190M | 320 | 320 | 6 | 03/20/2026 | ☆ |
| 13113 | Pacific Value, Llc CRD 147086 | Boise, ID | Wealth Manager · Small ($100M–$1B) | $190M | 169 | 433 | 4 | 03/26/2026 | ☆ |
| 13114 | Conceptual Financial Advisors, Llc CRD 167513 | Appleton, WI | Wealth Manager · Small ($100M–$1B) | $190M | 426 | 778 | 4 | 01/15/2026 | ☆ |
| 13115 | Tt Capital Management Llc CRD 158407 | Wealth Manager · Small ($100M–$1B) | $190M | 296 | 939 | 6 | 08/03/2026 | ☆ | |
| 13116 | Harbour Financial Resources, Ltd CRD 110261 | Skokie, IL | Insurance-Affiliated · Small ($100M–$1B) | $190M | 124 | 362 | 3 | 03/30/2026 | ☆ |
| 13117 | Rockwood Equity Partners Llc CRD 163846 | Denver, CO | Private Fund Manager · Small ($100M–$1B) | $190M | 6 | 6 | 13 | 03/31/2026 | ☆ |
| 13118 | Continental Advisors Llc CRD 109788 | Private Fund Manager · Small ($100M–$1B) | $190M | 1 | 1 | 2 | 03/30/2026 | ☆ | |
| 13119 | Aca Ii Advisors, Llc CRD 156128 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $190M | 8 | 8 | 14 | 07/12/2026 | ☆ |
| 13120 | Signet Private Wealth, Llc CRD 290029 | Chicago, IL | Wealth Manager · Small ($100M–$1B) | $190M | 80 | 283 | 4 | 06/23/2026 | ☆ |
| 13121 | Financial Independence Advisors, Llc CRD 317193 | Jacksonville, FL | Wealth Manager · Small ($100M–$1B) | $190M | 186 | 393 | 8 | 01/30/2026 | ☆ |
| 13122 | N CRD 300753 | Investment Adviser · Small ($100M–$1B) | $190M | 77 | 77 | 9 | 02/20/2025 | ☆ | |
| 13123 | Calvert Wealth Management, Inc. CRD 115639 | Dunkirk, MD | Wealth Manager · Small ($100M–$1B) | $190M | 360 | 756 | 4 | 03/16/2026 | ☆ |
| 13124 | N CRD 329115 | Endowment & Foundation Advisor · Small ($100M–$1B) | $190M | 5 | 5 | 2 | 05/15/2025 | ☆ | |
| 13125 | Om Advisers Lp CRD 309024 | Summit, NJ | Private Fund Manager · Small ($100M–$1B) | $189M | 3 | 3 | 1 | 03/25/2026 | ☆ |
| 13126 | Solutions 4 Wealth, Ltd CRD 143248 | Southlake, TX | Wealth Manager · Small ($100M–$1B) | $189M | 209 | 649 | 5 | 09/23/2026 | ☆ |
| 13127 | Xception Advisory Services, Llc CRD 338122 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $189M | 28 | 28 | 5 | 05/27/2026 | ☆ |
| 13128 | N CRD 153082 | Private Fund Manager · Small ($100M–$1B) | $189M | 2 | 2 | 7 | 03/28/2026 | ☆ | |
| 13129 | Procuream Llc CRD 297134 | Mutual Fund / Asset Manager · Small ($100M–$1B) | $189M | 1 | 1 | 3 | 01/26/2026 | ☆ | |
| 13130 | Daytona Street Capital Llc CRD 316666 | Saint Louis, MO | Wealth Manager · Small ($100M–$1B) | $189M | 51 | 107 | 6 | 03/12/2026 | ☆ |
| 13131 | Odyssey Capital Advisors Inc. CRD 299034 | Bala Cynwyd, PA | Insurance-Affiliated · Small ($100M–$1B) | $189M | 259 | 642 | 5 | 05/21/2026 | ☆ |
| 13132 | Classic Asset Management, Llc CRD 122030 | Fargo, ND | Wealth Manager · Small ($100M–$1B) | $189M | 659 | 1,346 | 10 | 05/05/2026 | ☆ |
| 13133 | Bluerock Credit Fund Advisor, Llc CRD 291770 | New York, NY | Mutual Fund / Asset Manager · Small ($100M–$1B) | $189M | 1 | 1 | 11 | 03/28/2026 | ☆ |
| 13134 | Hara Capital Llc CRD 315108 | Wealth Manager · Small ($100M–$1B) | $189M | 35 | 110 | 1 | 03/18/2026 | ☆ | |
| 13135 | Argosy Lionbridge Management, Llc CRD 325413 | Wayne, PA | Endowment & Foundation Advisor · Small ($100M–$1B) | $189M | 5 | 9 | 6 | 09/21/2026 | ☆ |
| 13136 | Cfs Wealth Management, Llc CRD 135579 | Macon, GA | Wealth Manager · Small ($100M–$1B) | $189M | 465 | 465 | 3 | 03/12/2026 | ☆ |
| 13137 | Elm3 Financial Group, Llc CRD 140594 | Alpharetta, GA | Wealth Manager · Small ($100M–$1B) | $189M | 287 | 680 | 6 | 06/08/2026 | ☆ |
| 13138 | Ridgeline Wealth Advisors, Llc. CRD 284843 | Raleigh, NC | Insurance-Affiliated · Small ($100M–$1B) | $189M | 199 | 709 | 7 | 07/14/2026 | ☆ |
| 13139 | Public Equity Partners, Llc CRD 126765 | Multi-Family Office · Small ($100M–$1B) | $189M | 2 | 2 | 1 | 10/01/2026 | ☆ | |
| 13140 | Bledsoe Asset Management, Llc CRD 145943 | Phoenix, AZ | Wealth Manager · Small ($100M–$1B) | $189M | 341 | 688 | 5 | 04/14/2026 | ☆ |
| 13141 | Keith Hamilton, Inc. CRD 155865 | La Jolla, CA | Wealth Manager · Small ($100M–$1B) | $189M | 171 | 395 | 5 | 03/23/2026 | ☆ |
| 13142 | Nathan Manor, Inc. CRD 343827 | Wealth Manager · Small ($100M–$1B) | $189M | 171 | 395 | 4 | 09/22/2026 | ☆ | |
| 13143 | Krs Capital Management, Llc CRD 142928 | Bloomfield Hills, MI | Wealth Manager · Small ($100M–$1B) | $189M | 42 | 148 | 2 | 01/16/2026 | ☆ |
| 13144 | Growth Capital Strategies, Llc CRD 288119 | Menlo Park, CA | Wealth Manager · Small ($100M–$1B) | $189M | 22 | 62 | 1 | 05/20/2026 | ☆ |
| 13145 | Azarias Capital Management, L.P. CRD 174466 | Westchester, PA | Investment Adviser · Small ($100M–$1B) | $189M | 2 | 6 | 6 | 06/09/2026 | ☆ |
| 13146 | Seed Wealth Management, Inc. CRD 171920 | Wealth Manager · Small ($100M–$1B) | $189M | 34 | 34 | 2 | 03/24/2026 | ☆ | |
| 13147 | Union Square Capital Partners, Llc CRD 288708 | Kennett Square, PA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $189M | 1 | 1 | 2 | 02/24/2026 | ☆ |
| 13148 | Rjp Investment Advisors, Llp CRD 111536 | Indianapolis, IN | Wealth Manager · Small ($100M–$1B) | $189M | 86 | 205 | 5 | 02/09/2026 | ☆ |
| 13149 | Hahn Financial Group Inc. CRD 169787 | Sioux Falls, SD | Insurance-Affiliated · Small ($100M–$1B) | $189M | 1,861 | 3,363 | 16 | 08/05/2026 | ☆ |
| 13150 | Mcculley Financial Group, Llc CRD 154891 | Westchester, IL | Wealth Manager · Small ($100M–$1B) | $189M | 169 | 169 | 4 | 04/08/2026 | ☆ |