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 |
|---|---|---|---|---|---|---|---|---|---|
| 13251 | Doheny Asset Management, L.L.C. CRD 106434 | Los Angeles, CA | Wealth Manager · Small ($100M–$1B) | $186M | 48 | 81 | 3 | 03/30/2026 | ☆ |
| 13252 | First Mason Financial, Llc CRD 145025 | Medina, OH | Wealth Manager · Small ($100M–$1B) | $186M | 383 | 1,068 | 3 | 03/31/2026 | ☆ |
| 13253 | Seven Six Capital Management, Llc CRD 299257 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $186M | 2 | 2 | 4 | 03/26/2026 | ☆ |
| 13254 | Larson Financial Planning Inc. CRD 155671 | Wealth Manager · Small ($100M–$1B) | $186M | 131 | 293 | 1 | 03/09/2026 | ☆ | |
| 13255 | Delos Private Client Group, Llc CRD 300734 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $186M | 95 | 382 | 9 | 09/11/2026 | ☆ |
| 13256 | Archer Pointe Wealth Management, Llc CRD 308777 | Davis, CA | Wealth Manager · Small ($100M–$1B) | $186M | 104 | 376 | 2 | 03/12/2026 | ☆ |
| 13257 | Cpwa Llc CRD 322424 | Hood River, OR | Insurance-Affiliated · Small ($100M–$1B) | $186M | 675 | 1,274 | 3 | 03/13/2026 | ☆ |
| 13258 | Niles Investment Management, Llc CRD 329384 | Plantation, FL | Private Fund Manager · Small ($100M–$1B) | $185M | 4 | 4 | 4 | 03/26/2026 | ☆ |
| 13259 | Hoffman Capital Advisors Llc CRD 287766 | Cranberry Twp, PA | Wealth Manager · Small ($100M–$1B) | $185M | 370 | 754 | 7 | 02/25/2026 | ☆ |
| 13260 | Networth Advisors, Llc CRD 311621 | Canonsburg, PA | Insurance-Affiliated · Small ($100M–$1B) | $185M | 405 | 1,081 | 12 | 05/19/2026 | ☆ |
| 13261 | Ahara Advisors Llc CRD 312385 | Jersey City, NJ | Wealth Manager · Small ($100M–$1B) | $185M | 55 | 132 | 3 | 08/03/2026 | ☆ |
| 13262 | Guild Investment Management, Inc. CRD 108390 | Westlake Village, CA | Wealth Manager · Small ($100M–$1B) | $185M | 90 | 211 | 4 | 03/26/2026 | ☆ |
| 13263 | Meadowbrook Investment Advisors Llc CRD 109960 | Livonia, MI | Wealth Manager · Small ($100M–$1B) | $185M | 71 | 217 | 3 | 01/19/2026 | ☆ |
| 13264 | Emissary Wealth Llc CRD 308002 | Hackensack, NJ | Wealth Manager · Small ($100M–$1B) | $185M | 230 | 942 | 6 | 03/30/2026 | ☆ |
| 13265 | Boon Capital Advisors Llc CRD 174016 | Northbrook, IL | Wealth Manager · Small ($100M–$1B) | $185M | 60 | 275 | 2 | 03/11/2026 | ☆ |
| 13266 | Jackson Avenue, Llc CRD 158854 | Investment Adviser · Small ($100M–$1B) | $185M | 61 | 63 | 2 | 03/06/2026 | ☆ | |
| 13267 | Halberstadt Financial Consultants, Inc. CRD 109462 | Princeton, NJ | Wealth Manager · Small ($100M–$1B) | $185M | 158 | 337 | 5 | 03/31/2026 | ☆ |
| 13268 | Strategic Advisory Services, L.L.C. CRD 108706 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $185M | 208 | 412 | 5 | 03/03/2026 | ☆ |
| 13269 | Schwarz Investment Partners CRD 113556 | Silver Lake, KS | Wealth Manager · Small ($100M–$1B) | $185M | 717 | 913 | 3 | 09/14/2026 | ☆ |
| 13270 | Brindle & Bay Financial Advisors, Llc CRD 291747 | Frisco, TX | Wealth Manager · Small ($100M–$1B) | $185M | 184 | 627 | 4 | 07/10/2026 | ☆ |
| 13271 | Pcb Capital Llc CRD 309784 | East Brunswick, NJ | Insurance-Affiliated · Small ($100M–$1B) | $185M | 358 | 597 | 5 | 05/08/2026 | ☆ |
| 13272 | N CRD 329358 | Wealth Manager · Small ($100M–$1B) | $185M | 310 | 311 | 4 | 02/20/2025 | ☆ | |
| 13273 | Torrey Payne Wealth Management, Llc CRD 336703 | Pasadena, CA | Wealth Manager · Small ($100M–$1B) | $185M | 237 | 409 | 2 | 03/06/2026 | ☆ |
| 13274 | Logic Wealth Management, Llc CRD 153453 | Pasadena, CA | Insurance-Affiliated · Small ($100M–$1B) | $185M | 220 | 220 | 9 | 03/24/2026 | ☆ |
| 13275 | N CRD 284720 | Investment Adviser · Small ($100M–$1B) | $185M | 9 | 9 | 7 | 03/31/2025 | ☆ | |
| 13276 | Vision One Management Partners, Lp CRD 316551 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $185M | 5 | 5 | 6 | 03/30/2026 | ☆ |
| 13277 | Reach Wealth Management Llc CRD 333710 | St. George, UT | Wealth Manager · Small ($100M–$1B) | $185M | 230 | 672 | 8 | 05/05/2026 | ☆ |
| 13278 | Greenway Wealth Advisors, Llc CRD 290727 | Charlotte, NC | Wealth Manager · Small ($100M–$1B) | $185M | 180 | 1,086 | 4 | 06/03/2026 | ☆ |
| 13279 | Wynnefield Capital, Inc. CRD 157604 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $185M | 4 | 4 | 2 | 06/15/2026 | ☆ |
| 13280 | Storgate, Llc CRD 334632 | Endowment & Foundation Advisor · Small ($100M–$1B) | $184M | 6 | 24 | 6 | 09/02/2026 | ☆ | |
| 13281 | Avail Investment Partners, Llc CRD 315678 | Lemont, PA | Wealth Manager · Small ($100M–$1B) | $184M | 144 | 427 | 8 | 03/11/2026 | ☆ |
| 13282 | Selkirk Wealth Advisors, Llc CRD 173605 | Spokane, WA | Wealth Manager · Small ($100M–$1B) | $184M | 164 | 166 | 4 | 03/23/2026 | ☆ |
| 13283 | Red Mountain Financial, Llc CRD 277100 | Wealth Manager · Small ($100M–$1B) | $184M | 151 | 350 | 1 | 07/30/2026 | ☆ | |
| 13284 | Rivertree Advisors, Llc CRD 168065 | Winter Park, FL | Wealth Manager · Small ($100M–$1B) | $184M | 103 | 342 | 3 | 03/24/2026 | ☆ |
| 13285 | Cleanhill Partners Lp CRD 338398 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $184M | 8 | 8 | 5 | 06/29/2026 | ☆ |
| 13286 | Cypress Point Capital Management, Llc CRD 167195 | Endowment & Foundation Advisor · Small ($100M–$1B) | $184M | 8 | 8 | 1 | 03/24/2026 | ☆ | |
| 13287 | N CRD 316320 | Wealth Manager · Small ($100M–$1B) | $184M | 23 | 225 | 4 | 03/24/2026 | ☆ | |
| 13288 | The Worley Banks Group, Llc CRD 306890 | Creve Coeur, MO | Wealth Manager · Small ($100M–$1B) | $184M | 749 | 768 | 3 | 02/27/2026 | ☆ |
| 13289 | Equity Armor Investments, Llc CRD 156327 | Chicago, IL | Investment Adviser · Small ($100M–$1B) | $184M | 92 | 121 | 3 | 09/08/2026 | ☆ |
| 13290 | Madrid Financial Services, Inc. CRD 172464 | Manhattan Beach, CA | Insurance-Affiliated · Small ($100M–$1B) | $184M | 244 | 490 | 2 | 02/23/2026 | ☆ |
| 13291 | Fifth Era Partners Lp CRD 316750 | Private Fund Manager · Small ($100M–$1B) | $184M | 31 | 31 | 8 | 03/31/2026 | ☆ | |
| 13292 | Global Wealth Management, L.C. CRD 150743 | Deerfield Beach, FL | Wealth Manager · Small ($100M–$1B) | $184M | 34 | 34 | 4 | 03/31/2026 | ☆ |
| 13293 | Longevity Capital Management Llc CRD 328283 | Thousand Oaks, CA | Wealth Manager · Small ($100M–$1B) | $184M | 187 | 254 | 3 | 03/05/2026 | ☆ |
| 13294 | N CRD 127748 | Wealth Manager · Small ($100M–$1B) | $184M | 119 | 448 | 8 | 02/26/2025 | ☆ | |
| 13295 | Cooper Financial Services, Inc. CRD 104671 | Shelton, CT | Insurance-Affiliated · Small ($100M–$1B) | $184M | 1,335 | 1,576 | 3 | 05/26/2026 | ☆ |
| 13296 | Atlas Financial Planning, Llc CRD 324861 | Alpharetta, GA | Wealth Manager · Small ($100M–$1B) | $184M | 116 | 506 | 2 | 02/11/2026 | ☆ |
| 13297 | Authentikos Wealth Advisory Llc CRD 286646 | New Braunfels, TX | Insurance-Affiliated · Small ($100M–$1B) | $184M | 432 | 928 | 5 | 07/02/2026 | ☆ |
| 13298 | Octagon Finance Llc CRD 289850 | Charlottesville, VA | Private Fund Manager · Small ($100M–$1B) | $184M | 9 | 9 | 5 | 03/31/2026 | ☆ |
| 13299 | Gll Investors, Llc CRD 161830 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $184M | 5 | 5 | 3 | 03/31/2026 | ☆ |
| 13300 | Nverses Capital, Llc CRD 323291 | Wellington, FL | Private Fund Manager · Small ($100M–$1B) | $184M | 1 | 1 | 11 | 03/31/2026 | ☆ |