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 |
|---|---|---|---|---|---|---|---|---|---|
| 13451 | Psp Research Llc CRD 333271 | Investment Adviser · Small ($100M–$1B) | $179M | 1 | 1 | 07/01/2026 | ☆ | ||
| 13452 | Maroon Pass Advisors Lp CRD 323742 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $179M | 4 | 4 | 2 | 09/21/2026 | ☆ |
| 13453 | Clearview Wealth Management, Llc CRD 288978 | Irvine, CA | Insurance-Affiliated · Small ($100M–$1B) | $179M | 386 | 646 | 3 | 06/23/2026 | ☆ |
| 13454 | Ajf Capital Management, Inc. CRD 126414 | New York, NY | Wealth Manager · Small ($100M–$1B) | $179M | 313 | 540 | 4 | 07/24/2026 | ☆ |
| 13455 | Keystone Wealth Alliance, Llc CRD 341495 | Brentwood, TN | Wealth Manager · Small ($100M–$1B) | $179M | 100 | 348 | 4 | 09/16/2026 | ☆ |
| 13456 | Core Financial Advisors, Llc CRD 168839 | San Bernardino, CA | Insurance-Affiliated · Small ($100M–$1B) | $179M | 249 | 507 | 5 | 01/12/2026 | ☆ |
| 13457 | Liberty One Wealth Advisors CRD 315675 | Philadelphia, PA | Wealth Manager · Small ($100M–$1B) | $178M | 236 | 832 | 5 | 07/30/2026 | ☆ |
| 13458 | Legacy Wealth Advisors, Llc CRD 127758 | San Jose, CA | Wealth Manager · Small ($100M–$1B) | $178M | 62 | 210 | 6 | 03/18/2026 | ☆ |
| 13459 | Glass Lakes Capital Management Llc CRD 290064 | Overland Park, KS | Wealth Manager · Small ($100M–$1B) | $178M | 140 | 360 | 2 | 06/03/2026 | ☆ |
| 13460 | William B. Walkup & Associates, Inc. CRD 135533 | Columbia, SC | Private Fund Manager · Small ($100M–$1B) | $178M | 65 | 65 | 5 | 08/13/2026 | ☆ |
| 13461 | Index Technologies Group Llc CRD 327771 | New York, NY | Endowment & Foundation Advisor · Small ($100M–$1B) | $178M | 40 | 171 | 7 | 04/27/2026 | ☆ |
| 13462 | Aspetuck Financial Management Llc CRD 134500 | Westport, CT | Wealth Manager · Small ($100M–$1B) | $178M | 99 | 481 | 1 | 02/17/2026 | ☆ |
| 13463 | Avrio Wealth Pte Ltd CRD 306064 | Singapore | Insurance-Affiliated · Small ($100M–$1B) | $178M | 136 | 393 | 8 | 04/13/2026 | ☆ |
| 13464 | Candelo Capital Management Lp CRD 307389 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $178M | 3 | 3 | 5 | 03/23/2026 | ☆ |
| 13465 | Investment Insight Wealth Management, Llc CRD 130070 | Wealth Manager · Small ($100M–$1B) | $178M | 133 | 354 | 3 | 09/02/2026 | ☆ | |
| 13466 | Lansing Management, Lp CRD 285921 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $178M | 3 | 4 | 3 | 03/17/2026 | ☆ |
| 13467 | Panorama Point Partners, Llc CRD 165704 | Omaha, NE | Private Fund Manager · Small ($100M–$1B) | $178M | 15 | 15 | 11 | 03/17/2026 | ☆ |
| 13468 | Watermill Management Company, Llc CRD 163370 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $178M | 18 | 18 | 13 | 03/30/2026 | ☆ |
| 13469 | Acme Jack Investments, Llc CRD 330120 | Wealth Manager · Small ($100M–$1B) | $178M | 73 | 293 | 3 | 06/16/2026 | ☆ | |
| 13470 | Hedges Asset Management Llc CRD 313637 | Wealth Manager · Small ($100M–$1B) | $178M | 28 | 27 | 1 | 01/09/2026 | ☆ | |
| 13471 | Fiduciary Wealth Group, Llc CRD 299711 | Centerville, OH | Wealth Manager · Small ($100M–$1B) | $178M | 222 | 452 | 3 | 03/03/2026 | ☆ |
| 13472 | Wisconsin Wealth Advisors, Llc CRD 145946 | Sun Prairie, WI | Insurance-Affiliated · Small ($100M–$1B) | $178M | 293 | 293 | 3 | 10/01/2026 | ☆ |
| 13473 | Oppenheimer Alternative Investment Management, Llc CRD 140485 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $178M | 7 | 7 | 9 | 09/01/2026 | ☆ |
| 13474 | Silicon Private Wealth, Llc CRD 284145 | Wealth Manager · Small ($100M–$1B) | $178M | 89 | 323 | 4 | 07/24/2026 | ☆ | |
| 13475 | Smb Financial Services, Inc. CRD 154216 | Portland, OR | Insurance-Affiliated · Small ($100M–$1B) | $178M | 444 | 762 | 5 | 02/26/2026 | ☆ |
| 13476 | N CRD 305173 | Wealth Manager · Small ($100M–$1B) | $178M | 318 | 894 | 4 | 04/15/2025 | ☆ | |
| 13477 | Gasber Financial Advisors, Inc CRD 157329 | Folsom, CA | Wealth Manager · Small ($100M–$1B) | $178M | 183 | 330 | 4 | 02/23/2026 | ☆ |
| 13478 | Conway Financial Group, Llc CRD 117608 | Chesterfield, MO | Wealth Manager · Small ($100M–$1B) | $178M | 84 | 259 | 3 | 01/30/2026 | ☆ |
| 13479 | Muntz Financial, Llc CRD 145971 | Doylestown, PA | Insurance-Affiliated · Small ($100M–$1B) | $178M | 99 | 252 | 3 | 03/31/2026 | ☆ |
| 13480 | N CRD 333301 | Private Fund Manager · Small ($100M–$1B) | $178M | 4 | 5 | 6 | 05/11/2026 | ☆ | |
| 13481 | Tdc Capital Advisors, Inc. CRD 117769 | College Station, TX | Wealth Manager · Small ($100M–$1B) | $178M | 113 | 217 | 4 | 06/10/2026 | ☆ |
| 13482 | Crossgrain Family Investments, Llc CRD 318373 | Wealth Manager · Small ($100M–$1B) | $178M | 77 | 220 | 2 | 06/25/2026 | ☆ | |
| 13483 | M Wealth Management, Llc CRD 281532 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $178M | 358 | 831 | 3 | 07/15/2026 | ☆ |
| 13484 | Farris Capital Management Inc. CRD 169051 | Carrollton, TX | Wealth Manager · Small ($100M–$1B) | $178M | 395 | 901 | 3 | 02/05/2026 | ☆ |
| 13485 | Hoff Brothers, Llc CRD 301001 | Wausau, WI | Wealth Manager · Small ($100M–$1B) | $177M | 177 | 550 | 3 | 05/11/2026 | ☆ |
| 13486 | Hollingsworth Avent Averre & Purvis, Pa CRD 118943 | Raleigh, NC | Wealth Manager · Small ($100M–$1B) | $177M | 100 | 152 | 3 | 03/30/2026 | ☆ |
| 13487 | Silverpeak Wealth Advisors, Llc CRD 170732 | Boulder, CO | Wealth Manager · Small ($100M–$1B) | $177M | 133 | 426 | 3 | 02/25/2026 | ☆ |
| 13488 | Naviant Partners, Llc CRD 339108 | Fairhope, AL | Wealth Manager · Small ($100M–$1B) | $177M | 130 | 443 | 11 | 03/23/2026 | ☆ |
| 13489 | Periope, Lc CRD 144256 | St. George, UT | Wealth Manager · Small ($100M–$1B) | $177M | 628 | 725 | 3 | 02/27/2026 | ☆ |
| 13490 | Oak Financial Group Inc CRD 106293 | Wealth Manager · Small ($100M–$1B) | $177M | 131 | 138 | 4 | 03/17/2026 | ☆ | |
| 13491 | Newcorp Financial Services, Inc. CRD 297125 | Alpharetta, GA | Insurance-Affiliated · Small ($100M–$1B) | $177M | 208 | 579 | 3 | 09/14/2026 | ☆ |
| 13492 | Peterson Rogers Private Wealth, Llc CRD 324001 | Salt Lake City, UT | Wealth Manager · Small ($100M–$1B) | $177M | 87 | 89 | 4 | 03/30/2026 | ☆ |
| 13493 | Marathon Mission, Inc. CRD 288654 | Latham, NY | Wealth Manager · Small ($100M–$1B) | $177M | 226 | 518 | 3 | 01/08/2026 | ☆ |
| 13494 | Familywealth Asset Management CRD 147869 | Lake Mary, FL | Wealth Manager · Small ($100M–$1B) | $177M | 421 | 753 | 4 | 03/31/2026 | ☆ |
| 13495 | Htaa, Llc CRD 171391 | Chicago, IL | Mutual Fund / Asset Manager · Small ($100M–$1B) | $177M | 2 | 2 | 11 | 03/31/2026 | ☆ |
| 13496 | Tea & Taxes Company Dba Prosperitea Planning CRD 282041 | Greenfield, MA | Wealth Manager · Small ($100M–$1B) | $177M | 121 | 579 | 4 | 07/30/2026 | ☆ |
| 13497 | Stillwater Private Wealth, Llc CRD 339794 | Allenton, PA | Wealth Manager · Small ($100M–$1B) | $177M | 164 | 458 | 4 | 08/19/2026 | ☆ |
| 13498 | Torrey Wealth, Llc CRD 310688 | San Diego, CA | Insurance-Affiliated · Small ($100M–$1B) | $177M | 77 | 258 | 1 | 03/11/2026 | ☆ |
| 13499 | Bradyco, Inc. CRD 127204 | Wealth Manager · Small ($100M–$1B) | $177M | 37 | 87 | 1 | 07/22/2026 | ☆ | |
| 13500 | Enr Asset Management, Incorporated CRD 136315 | Westmount, Quebec | Wealth Manager · Small ($100M–$1B) | $177M | 176 | 177 | 3 | 03/23/2026 | ☆ |