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 |
|---|---|---|---|---|---|---|---|---|---|
| 13301 | Bradesco Global Advisors Inc. CRD 134416 | Coral Gables, FL | Private Fund Manager · Small ($100M–$1B) | $182M | 1,196 | 1,196 | 21 | 04/07/2026 | ☆ |
| 13302 | Richard Ney & Associates Asset Management, Inc. CRD 109075 | Wealth Manager · Small ($100M–$1B) | $182M | 64 | 64 | 1 | 02/27/2026 | ☆ | |
| 13303 | U.S. Wealth Group, Llc CRD 141062 | Insurance-Affiliated · Small ($100M–$1B) | $182M | 257 | 257 | 2 | 03/26/2026 | ☆ | |
| 13304 | Rbp Investment Advisors Inc. CRD 137830 | Wealth Manager · Small ($100M–$1B) | $182M | 102 | 247 | 4 | 03/31/2026 | ☆ | |
| 13305 | New Dimensions Wealth Management, L.L.C. CRD 152136 | Allen, TX | Wealth Manager · Small ($100M–$1B) | $182M | 111 | 508 | 3 | 03/31/2026 | ☆ |
| 13306 | Lakeshore Capital Group, Inc. CRD 325609 | Rolling Meadows, IL | Wealth Manager · Small ($100M–$1B) | $181M | 230 | 637 | 3 | 01/21/2026 | ☆ |
| 13307 | Spahn Wealth & Retirement Llc CRD 285932 | Scottsdale, AZ | Wealth Manager · Small ($100M–$1B) | $181M | 133 | 283 | 2 | 03/23/2026 | ☆ |
| 13308 | Enduring Wealth Management, Llc CRD 337527 | Meridian, ID | Wealth Manager · Small ($100M–$1B) | $181M | 172 | 611 | 1 | 03/10/2026 | ☆ |
| 13309 | Balanced Financial Planning, Inc. CRD 128161 | Overland Park, KS | Wealth Manager · Small ($100M–$1B) | $181M | 80 | 80 | 3 | 02/17/2026 | ☆ |
| 13310 | Rutherford Asset Planning, Inc. CRD 128036 | Tampa, FL | Wealth Manager · Small ($100M–$1B) | $181M | 77 | 254 | 2 | 02/04/2026 | ☆ |
| 13311 | Spear Advisors Llc CRD 314594 | Mutual Fund / Asset Manager · Small ($100M–$1B) | $181M | 1 | 1 | 1 | 05/04/2026 | ☆ | |
| 13312 | Fpf Fa L.L.C. CRD 311329 | Charlotte, NC | Wealth Manager · Small ($100M–$1B) | $181M | 132 | 387 | 1 | 01/05/2026 | ☆ |
| 13313 | Private Client Asset Management, Inc. CRD 147052 | Massapequa, NY | Wealth Manager · Small ($100M–$1B) | $181M | 244 | 642 | 2 | 04/16/2026 | ☆ |
| 13314 | Wax Asset Management Llc CRD 157405 | Wealth Manager · Small ($100M–$1B) | $181M | 74 | 125 | 1 | 03/12/2026 | ☆ | |
| 13315 | Vauban Wealth Management CRD 305222 | Guaynabo, PR | Wealth Manager · Small ($100M–$1B) | $181M | 59 | 59 | 2 | 03/30/2026 | ☆ |
| 13316 | Murphy Clarke Williams & Stone Llc CRD 330290 | Miami Beach, FL | Mutual Fund / Asset Manager · Small ($100M–$1B) | $181M | 1 | 1 | 2 | 03/02/2026 | ☆ |
| 13317 | Crews & Associates, Inc. CRD 8052 | Little Rock, AR | Insurance-Affiliated · Small ($100M–$1B) | $181M | 336 | 336 | 145 | 07/02/2026 | ☆ |
| 13318 | Chronos Capital Advisors Llc CRD 283639 | Miami, FL | Multi-Family Office · Small ($100M–$1B) | $181M | 6 | 6 | 2 | 03/11/2026 | ☆ |
| 13319 | Cole Wealth Management, Llc CRD 134509 | Scottsdale, AZ | Insurance-Affiliated · Small ($100M–$1B) | $181M | 281 | 774 | 4 | 05/28/2026 | ☆ |
| 13320 | Stonepine Capital Management, Llc CRD 139891 | Bend, OR | Private Fund Manager · Small ($100M–$1B) | $181M | 1 | 1 | 4 | 06/26/2026 | ☆ |
| 13321 | Carry Advisors Llc CRD 323620 | Brooklyn, NY | Wealth Manager · Small ($100M–$1B) | $181M | 3,375 | 8,933 | 2 | 07/27/2026 | ☆ |
| 13322 | Square Nine Capital, Lp CRD 336297 | Los Angeles, CA | Private Fund Manager · Small ($100M–$1B) | $181M | 1 | 1 | 6 | 03/25/2026 | ☆ |
| 13323 | Atmos Advisory, Llc CRD 160087 | Pittsburgh, PA | Wealth Manager · Small ($100M–$1B) | $181M | 90 | 295 | 4 | 01/23/2026 | ☆ |
| 13324 | Cornerstone Investment Advisors, Llc CRD 116447 | Boulder, CO | Wealth Manager · Small ($100M–$1B) | $181M | 122 | 260 | 2 | 03/24/2026 | ☆ |
| 13325 | Saperston Legacy Advisors, Inc. CRD 105849 | Hamburg, NY | Wealth Manager · Small ($100M–$1B) | $181M | 436 | 436 | 5 | 03/09/2026 | ☆ |
| 13326 | Good Steward Wealth Advisers Llc CRD 333092 | Clarksville, TN | Wealth Manager · Small ($100M–$1B) | $181M | 331 | 891 | 7 | 03/25/2026 | ☆ |
| 13327 | Horowitz & Company, Inc. CRD 106737 | Fort Lauderdale, FL | Wealth Manager · Small ($100M–$1B) | $181M | 206 | 429 | 2 | 03/19/2026 | ☆ |
| 13328 | Allegiance Financial Group, Inc. CRD 113826 | South Portland, ME | Wealth Manager · Small ($100M–$1B) | $181M | 173 | 433 | 10 | 03/26/2026 | ☆ |
| 13329 | Alpine Woods Capital Investors, Llc CRD 112496 | Purchase, NY | Private Fund Manager · Small ($100M–$1B) | $181M | 3 | 4 | 12 | 04/21/2026 | ☆ |
| 13330 | Pereon Wealth Llc CRD 338908 | Wealth Manager · Small ($100M–$1B) | $181M | 132 | 571 | 7 | 03/25/2026 | ☆ | |
| 13331 | Integrity Capital Management Llc CRD 142693 | Kingsport, TN | Wealth Manager · Small ($100M–$1B) | $181M | 361 | 482 | 4 | 03/10/2026 | ☆ |
| 13332 | Consortium Brand Partners, Llc CRD 326505 | Private Fund Manager · Small ($100M–$1B) | $181M | 7 | 7 | 4 | 06/24/2026 | ☆ | |
| 13333 | Cyr Financial Inc. CRD 277118 | Hennepin, IL | Insurance-Affiliated · Small ($100M–$1B) | $181M | 472 | 1,348 | 9 | 04/13/2026 | ☆ |
| 13334 | Accelerated Wealth Advisors Llc CRD 170022 | Colorado Springs, CO | Private Fund Manager · Small ($100M–$1B) | $180M | 571 | 758 | 10 | 05/05/2026 | ☆ |
| 13335 | Broad Reach Capital Llc CRD 144686 | Raleigh, NC | Investment Adviser · Small ($100M–$1B) | $180M | 22 | 25 | 4 | 05/21/2026 | ☆ |
| 13336 | Roxbury Financial Llc CRD 330547 | Mount Arlington, NJ | Wealth Manager · Small ($100M–$1B) | $180M | 245 | 576 | 3 | 02/04/2026 | ☆ |
| 13337 | Woloshin Investment Management, Llc CRD 132346 | Medford, NJ | Insurance-Affiliated · Small ($100M–$1B) | $180M | 410 | 835 | 3 | 03/17/2026 | ☆ |
| 13338 | Vera Lake Capital, Llc CRD 341142 | Edina, MN | Multi-Family Office · Small ($100M–$1B) | $180M | 10 | 25 | 3 | 07/06/2026 | ☆ |
| 13339 | Steven G. Blum And Associates, Llc CRD 130807 | Swarthmore, PA | Wealth Manager · Small ($100M–$1B) | $180M | 70 | 401 | 3 | 03/06/2026 | ☆ |
| 13340 | Lander & Associates Inc CRD 110703 | Wealth Manager · Small ($100M–$1B) | $180M | 48 | 116 | 1 | 06/10/2026 | ☆ | |
| 13341 | Wacker & Associates, Inc. CRD 159879 | Jackson, MN | Wealth Manager · Small ($100M–$1B) | $180M | 183 | 421 | 4 | 04/13/2026 | ☆ |
| 13342 | Lewis Capital Management, Llc CRD 133619 | Beverly Hills, CA | Wealth Manager · Small ($100M–$1B) | $180M | 83 | 184 | 1 | 03/10/2026 | ☆ |
| 13343 | Cintrifuse Fund Management, Llc CRD 166973 | Cincinnati, OH | Private Fund Manager · Small ($100M–$1B) | $180M | 4 | 4 | 8 | 07/22/2026 | ☆ |
| 13344 | Martin Fleisher, Jd Pc CRD 319350 | Multi-Family Office · Small ($100M–$1B) | $180M | 12 | 12 | 1 | 03/23/2026 | ☆ | |
| 13345 | 1801 Admin, Llc CRD 157161 | Philadelphia, PA | Private Fund Manager · Small ($100M–$1B) | $180M | 7 | 7 | 3 | 03/28/2026 | ☆ |
| 13346 | Versa Capital Management, L.P. CRD 321934 | Philadelphia, PA | Private Fund Manager · Small ($100M–$1B) | $180M | 7 | 7 | 3 | 03/28/2026 | ☆ |
| 13347 | 2 E Capital Partners Lp CRD 334821 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $180M | 4 | 4 | 5 | 03/20/2026 | ☆ |
| 13348 | Flack, Ember Louise CRD 114269 | Wealth Manager · Small ($100M–$1B) | $180M | 40 | 40 | 3 | 04/02/2026 | ☆ | |
| 13349 | Hall Capital, Llc CRD 153961 | Pasadena, CA | Wealth Manager · Small ($100M–$1B) | $180M | 39 | 133 | 3 | 03/03/2026 | ☆ |
| 13350 | T2 Asset Management, Llc CRD 167714 | Naperville, IL | Insurance-Affiliated · Small ($100M–$1B) | $180M | 560 | 850 | 8 | 03/02/2026 | ☆ |