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 |
|---|---|---|---|---|---|---|---|---|---|
| 13351 | Four Tree Island Advisory Llc CRD 158851 | Portsmouth, NH | Wealth Manager · Small ($100M–$1B) | $182M | 54 | 136 | 2 | 03/02/2026 | ☆ |
| 13352 | N CRD 106301 | Investment Adviser · Small ($100M–$1B) | $182M | 2 | 2 | 13 | 03/26/2026 | ☆ | |
| 13353 | Financial Freedom For Dentists Llc CRD 301981 | Snoqualmie, WA | Wealth Manager · Small ($100M–$1B) | $182M | 143 | 448 | 3 | 06/30/2026 | ☆ |
| 13354 | Angeles Family Office, Llc CRD 338266 | Santa Monica, CA | Multi-Family Office · Small ($100M–$1B) | $182M | 23 | 226 | 5 | 08/26/2026 | ☆ |
| 13355 | Allegiance Financial Advisors, Inc. CRD 127293 | Jacksonville, FL | Wealth Manager · Small ($100M–$1B) | $182M | 338 | 480 | 7 | 02/10/2026 | ☆ |
| 13356 | Martin Capital Advisors, Llp CRD 108529 | San Antonio, TX | Wealth Manager · Small ($100M–$1B) | $182M | 84 | 84 | 9 | 02/09/2026 | ☆ |
| 13357 | Freestate Advisors Llc CRD 145800 | Overland Park, KS | Wealth Manager · Small ($100M–$1B) | $182M | 244 | 635 | 9 | 01/05/2026 | ☆ |
| 13358 | Dark Horse Advisors Llc CRD 312741 | Wealth Manager · Small ($100M–$1B) | $182M | 179 | 426 | 7 | 04/27/2026 | ☆ | |
| 13359 | Trilinc Global Advisors, Llc CRD 285161 | Manhattan Beach, CA | Private Fund Manager · Small ($100M–$1B) | $182M | 8 | 8 | 19 | 04/01/2026 | ☆ |
| 13360 | Financial Partners, Llc CRD 170002 | Santa Fe, NM | Insurance-Affiliated · Small ($100M–$1B) | $182M | 268 | 268 | 4 | 03/31/2026 | ☆ |
| 13361 | Mrd, Inc. CRD 111227 | Wealth Manager · Small ($100M–$1B) | $182M | 73 | 266 | 2 | 08/06/2026 | ☆ | |
| 13362 | Emmett Investment Management, Lp CRD 299543 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $182M | 1 | 1 | 2 | 03/13/2026 | ☆ |
| 13363 | Cannon Advisors, Inc. CRD 293929 | Charlotte, NC | Insurance-Affiliated · Small ($100M–$1B) | $182M | 230 | 230 | 5 | 03/23/2026 | ☆ |
| 13364 | Epilog Partners, Lp. CRD 325368 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $182M | 2 | 2 | 3 | 04/07/2026 | ☆ |
| 13365 | Bradesco Global Advisors Inc. CRD 134416 | Coral Gables, FL | Private Fund Manager · Small ($100M–$1B) | $182M | 1,196 | 1,196 | 21 | 09/23/2026 | ☆ |
| 13366 | U.S. Wealth Group, Llc CRD 141062 | Insurance-Affiliated · Small ($100M–$1B) | $182M | 257 | 257 | 2 | 03/26/2026 | ☆ | |
| 13367 | Rbp Investment Advisors Inc. CRD 137830 | Wealth Manager · Small ($100M–$1B) | $182M | 102 | 247 | 4 | 03/31/2026 | ☆ | |
| 13368 | New Dimensions Wealth Management, L.L.C. CRD 152136 | Allen, TX | Wealth Manager · Small ($100M–$1B) | $182M | 111 | 508 | 3 | 03/31/2026 | ☆ |
| 13369 | Lakeshore Capital Group, Inc. CRD 325609 | Rolling Meadows, IL | Wealth Manager · Small ($100M–$1B) | $181M | 230 | 637 | 3 | 01/21/2026 | ☆ |
| 13370 | Spahn Wealth & Retirement Llc CRD 285932 | Scottsdale, AZ | Wealth Manager · Small ($100M–$1B) | $181M | 133 | 283 | 2 | 03/23/2026 | ☆ |
| 13371 | Balanced Financial Planning, Inc. CRD 128161 | Overland Park, KS | Wealth Manager · Small ($100M–$1B) | $181M | 80 | 80 | 3 | 02/17/2026 | ☆ |
| 13372 | Rutherford Asset Planning, Inc. CRD 128036 | Tampa, FL | Wealth Manager · Small ($100M–$1B) | $181M | 77 | 254 | 2 | 02/04/2026 | ☆ |
| 13373 | Spear Advisors Llc CRD 314594 | Mutual Fund / Asset Manager · Small ($100M–$1B) | $181M | 1 | 1 | 1 | 05/04/2026 | ☆ | |
| 13374 | Fpf Fa L.L.C. CRD 311329 | Charlotte, NC | Wealth Manager · Small ($100M–$1B) | $181M | 132 | 387 | 1 | 01/05/2026 | ☆ |
| 13375 | Private Client Asset Management, Inc. CRD 147052 | Massapequa, NY | Wealth Manager · Small ($100M–$1B) | $181M | 244 | 642 | 2 | 04/16/2026 | ☆ |
| 13376 | Wax Asset Management Llc CRD 157405 | Wealth Manager · Small ($100M–$1B) | $181M | 74 | 125 | 1 | 03/12/2026 | ☆ | |
| 13377 | Vauban Wealth Management CRD 305222 | Guaynabo, PR | Wealth Manager · Small ($100M–$1B) | $181M | 59 | 59 | 2 | 03/30/2026 | ☆ |
| 13378 | Murphy Clarke Williams & Stone Llc CRD 330290 | Miami Beach, FL | Mutual Fund / Asset Manager · Small ($100M–$1B) | $181M | 1 | 1 | 2 | 03/02/2026 | ☆ |
| 13379 | Crews & Associates, Inc. CRD 8052 | Little Rock, AR | Insurance-Affiliated · Small ($100M–$1B) | $181M | 336 | 336 | 145 | 08/19/2026 | ☆ |
| 13380 | Chronos Capital Advisors Llc CRD 283639 | Miami, FL | Multi-Family Office · Small ($100M–$1B) | $181M | 6 | 6 | 2 | 03/11/2026 | ☆ |
| 13381 | Cole Wealth Management, Llc CRD 134509 | Scottsdale, AZ | Insurance-Affiliated · Small ($100M–$1B) | $181M | 281 | 774 | 4 | 05/28/2026 | ☆ |
| 13382 | Stonepine Capital Management, Llc CRD 139891 | Bend, OR | Private Fund Manager · Small ($100M–$1B) | $181M | 1 | 1 | 4 | 06/26/2026 | ☆ |
| 13383 | Carry Advisors Llc CRD 323620 | Brooklyn, NY | Wealth Manager · Small ($100M–$1B) | $181M | 3,375 | 8,933 | 2 | 09/23/2026 | ☆ |
| 13384 | Square Nine Capital, Lp CRD 336297 | Los Angeles, CA | Private Fund Manager · Small ($100M–$1B) | $181M | 1 | 1 | 6 | 03/25/2026 | ☆ |
| 13385 | Atmos Advisory, Llc CRD 160087 | Pittsburgh, PA | Wealth Manager · Small ($100M–$1B) | $181M | 90 | 295 | 4 | 01/23/2026 | ☆ |
| 13386 | Cornerstone Investment Advisors, Llc CRD 116447 | Boulder, CO | Wealth Manager · Small ($100M–$1B) | $181M | 122 | 260 | 2 | 03/24/2026 | ☆ |
| 13387 | Richard Bernstein Advisors Llc CRD 153577 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $181M | 2 | 2 | 28 | 08/17/2026 | ☆ |
| 13388 | Saperston Legacy Advisors, Inc. CRD 105849 | Hamburg, NY | Wealth Manager · Small ($100M–$1B) | $181M | 436 | 436 | 5 | 03/09/2026 | ☆ |
| 13389 | Good Steward Wealth Advisers Llc CRD 333092 | Clarksville, TN | Wealth Manager · Small ($100M–$1B) | $181M | 331 | 891 | 7 | 03/25/2026 | ☆ |
| 13390 | Horowitz & Company, Inc. CRD 106737 | Fort Lauderdale, FL | Wealth Manager · Small ($100M–$1B) | $181M | 206 | 429 | 2 | 03/19/2026 | ☆ |
| 13391 | Allegiance Financial Group, Inc. CRD 113826 | South Portland, ME | Wealth Manager · Small ($100M–$1B) | $181M | 173 | 433 | 10 | 03/26/2026 | ☆ |
| 13392 | Alpine Woods Capital Investors, Llc CRD 112496 | Purchase, NY | Private Fund Manager · Small ($100M–$1B) | $181M | 3 | 4 | 12 | 04/21/2026 | ☆ |
| 13393 | Pereon Wealth Llc CRD 338908 | Wealth Manager · Small ($100M–$1B) | $181M | 132 | 571 | 7 | 03/25/2026 | ☆ | |
| 13394 | Integrity Capital Management Llc CRD 142693 | Kingsport, TN | Wealth Manager · Small ($100M–$1B) | $181M | 361 | 482 | 4 | 03/10/2026 | ☆ |
| 13395 | Consortium Brand Partners, Llc CRD 326505 | Private Fund Manager · Small ($100M–$1B) | $181M | 7 | 7 | 4 | 06/24/2026 | ☆ | |
| 13396 | Cyr Financial Inc. CRD 277118 | Hennepin, IL | Insurance-Affiliated · Small ($100M–$1B) | $181M | 472 | 1,348 | 9 | 04/13/2026 | ☆ |
| 13397 | Accelerated Wealth Advisors Llc CRD 170022 | Colorado Springs, CO | Private Fund Manager · Small ($100M–$1B) | $180M | 571 | 758 | 10 | 05/05/2026 | ☆ |
| 13398 | Broad Reach Capital Llc CRD 144686 | Raleigh, NC | Investment Adviser · Small ($100M–$1B) | $180M | 22 | 25 | 4 | 05/21/2026 | ☆ |
| 13399 | Roxbury Financial Llc CRD 330547 | Mount Arlington, NJ | Wealth Manager · Small ($100M–$1B) | $180M | 245 | 576 | 3 | 02/04/2026 | ☆ |
| 13400 | Woloshin Investment Management, Llc CRD 132346 | Medford, NJ | Insurance-Affiliated · Small ($100M–$1B) | $180M | 410 | 835 | 3 | 03/17/2026 | ☆ |