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 |
|---|---|---|---|---|---|---|---|---|---|
| 13751 | Ddelta Real Estate Investments Inc. CRD 326662 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $170M | 8 | 8 | 9 | 03/27/2026 | ☆ |
| 13752 | Delos Capital Management, Lp CRD 170010 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $170M | 3 | 3 | 12 | 03/31/2026 | ☆ |
| 13753 | Stonekeep Investments, Llc CRD 306144 | Wealth Manager · Small ($100M–$1B) | $170M | 114 | 443 | 2 | 03/20/2026 | ☆ | |
| 13754 | Kensington Financial Group, Inc. CRD 127658 | Winston Salem, NC | Wealth Manager · Small ($100M–$1B) | $170M | 763 | 853 | 2 | 05/15/2026 | ☆ |
| 13755 | Avise Financial Cooperative, Inc. CRD 328790 | Los Angeles, CA | Wealth Manager · Small ($100M–$1B) | $169M | 170 | 505 | 7 | 06/22/2026 | ☆ |
| 13756 | Cedar Spring Advisors, Llc CRD 289329 | Wealth Manager · Small ($100M–$1B) | $169M | 285 | 805 | 4 | 01/27/2026 | ☆ | |
| 13757 | Clara Vista Management Company Llc CRD 335893 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $169M | 8 | 8 | 3 | 06/29/2026 | ☆ |
| 13758 | Silva Capital Management Llc CRD 154504 | Chicago, IL | Investment Adviser · Small ($100M–$1B) | $169M | 3 | 3 | 1 | 03/27/2024 | ☆ |
| 13759 | Altus Capital Partners, Inc. CRD 159529 | Wilton, CT | Private Fund Manager · Small ($100M–$1B) | $169M | 5 | 5 | 9 | 03/25/2026 | ☆ |
| 13760 | Vilga Financial Planning Llc CRD 311166 | Wealth Manager · Small ($100M–$1B) | $169M | 19 | 119 | 2 | 03/24/2026 | ☆ | |
| 13761 | Ark Royal Wealth Management Llc CRD 175151 | Raleigh, NC | Wealth Manager · Small ($100M–$1B) | $169M | 121 | 314 | 4 | 03/26/2026 | ☆ |
| 13762 | Financial Justus, Llc CRD 336690 | Wealth Manager · Small ($100M–$1B) | $169M | 70 | 300 | 1 | 02/02/2026 | ☆ | |
| 13763 | Private Harbour Investment Management & Counsel Llc. CRD 146928 | Wealth Manager · Small ($100M–$1B) | $169M | 141 | 316 | 1 | 03/27/2026 | ☆ | |
| 13764 | Life Planning Advisors Llc CRD 151292 | Bigfork, MT | Wealth Manager · Small ($100M–$1B) | $169M | 979 | 1,071 | 4 | 03/25/2026 | ☆ |
| 13765 | Planwiser Financial, Llc CRD 331675 | Colorado Springs, CO | Wealth Manager · Small ($100M–$1B) | $169M | 224 | 887 | 6 | 10/01/2026 | ☆ |
| 13766 | Flp Wealth Management, Llc CRD 294277 | Bentonville, AR | Insurance-Affiliated · Small ($100M–$1B) | $169M | 341 | 836 | 3 | 08/14/2026 | ☆ |
| 13767 | Comima Llc CRD 326664 | Wealth Manager · Small ($100M–$1B) | $169M | 76 | 228 | 1 | 01/23/2026 | ☆ | |
| 13768 | Mccarley & Cook Llc CRD 310087 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $169M | 169 | 560 | 2 | 03/20/2026 | ☆ |
| 13769 | Checketts Partners Investment Management, Llc CRD 161204 | Private Fund Manager · Small ($100M–$1B) | $169M | 3 | 3 | 5 | 02/13/2026 | ☆ | |
| 13770 | Path Capital Partners, Llc CRD 335156 | North Miami Beach, FL | Private Fund Manager · Small ($100M–$1B) | $169M | 3 | 3 | 4 | 06/26/2026 | ☆ |
| 13771 | Gladwyn Financial Advisors, Inc. CRD 135544 | Wealth Manager · Small ($100M–$1B) | $169M | 98 | 360 | 3 | 01/22/2026 | ☆ | |
| 13772 | Rigden Enterprises CRD 326930 | Englewood, CO | Wealth Manager · Small ($100M–$1B) | $169M | 334 | 951 | 6 | 06/08/2026 | ☆ |
| 13773 | Obp Capital Llc CRD 167619 | Rocky Mount, NC | Mutual Fund / Asset Manager · Small ($100M–$1B) | $169M | 5 | 5 | 2 | 05/26/2026 | ☆ |
| 13774 | Zinnia Wealth Advisory, Llc CRD 295122 | Ocala, FL | Wealth Manager · Small ($100M–$1B) | $169M | 512 | 1,455 | 11 | 08/04/2026 | ☆ |
| 13775 | Town Capital, Llc CRD 299341 | Bel Air, MD | Wealth Manager · Small ($100M–$1B) | $169M | 156 | 681 | 2 | 06/11/2026 | ☆ |
| 13776 | Baleen Capital Management Llc CRD 311438 | Las Vegas, NV | Private Fund Manager · Small ($100M–$1B) | $169M | 3 | 3 | 1 | 03/24/2026 | ☆ |
| 13777 | Staines Financial, Llc CRD 299405 | Roseville, CA | Private Fund Manager · Small ($100M–$1B) | $169M | 2 | 2 | 9 | 06/02/2026 | ☆ |
| 13778 | Michael J. Porro & Co. Financial Advisors, Inc. CRD 125584 | Old Tappan, NJ | Insurance-Affiliated · Small ($100M–$1B) | $169M | 214 | 213 | 5 | 03/12/2026 | ☆ |
| 13779 | Meyer Gates Financial Advisors, Inc CRD 125046 | West Chester, OH | Wealth Manager · Small ($100M–$1B) | $169M | 177 | 448 | 6 | 04/01/2026 | ☆ |
| 13780 | F5 Financial Planning, L.L.C. CRD 170674 | Wealth Manager · Small ($100M–$1B) | $169M | 128 | 592 | 3 | 03/19/2026 | ☆ | |
| 13781 | Overlay Management, Llc CRD 324401 | Alpharetta, GA | Private Fund Manager · Small ($100M–$1B) | $169M | 41 | 41 | 16 | 04/28/2026 | ☆ |
| 13782 | Hyco River Investments, Incorporated CRD 341359 | Investment Adviser · Small ($100M–$1B) | $169M | 1 | 1 | 3 | 09/16/2026 | ☆ | |
| 13783 | Lifepoint Planning, Pllc CRD 296911 | Schaumburg, IL | Wealth Manager · Small ($100M–$1B) | $168M | 110 | 451 | 3 | 02/18/2026 | ☆ |
| 13784 | South Cove Financial, Llc CRD 284554 | Wealth Manager · Small ($100M–$1B) | $168M | 208 | 208 | 3 | 09/28/2026 | ☆ | |
| 13785 | N CRD 312178 | Wealth Manager · Small ($100M–$1B) | $168M | 999 | 1,941 | 4 | 03/04/2025 | ☆ | |
| 13786 | Stewardship Capital, Ltd. CRD 110944 | Independence, MO | Insurance-Affiliated · Small ($100M–$1B) | $168M | 392 | 392 | 5 | 03/13/2026 | ☆ |
| 13787 | Tlc Group Investment Advisors, Llc CRD 137814 | State College, PA | Insurance-Affiliated · Small ($100M–$1B) | $168M | 205 | 377 | 6 | 03/16/2026 | ☆ |
| 13788 | Boyd Capital Management Llc CRD 312070 | Rochester, NY | Insurance-Affiliated · Small ($100M–$1B) | $168M | 281 | 281 | 3 | 09/21/2026 | ☆ |
| 13789 | Wallick Investments, Llc CRD 162976 | Columbia, SC | Wealth Manager · Small ($100M–$1B) | $168M | 304 | 517 | 5 | 08/24/2026 | ☆ |
| 13790 | Somnio Financial Group, Llc CRD 174217 | Glastonbury, CT | Wealth Manager · Small ($100M–$1B) | $168M | 103 | 461 | 4 | 02/17/2026 | ☆ |
| 13791 | Vision Capital Partners, Inc. CRD 175147 | Ann Arbor, MI | Wealth Manager · Small ($100M–$1B) | $168M | 145 | 382 | 4 | 09/18/2026 | ☆ |
| 13792 | Dragon Capital Management (Hk) Limited CRD 287890 | Central | Private Fund Manager · Small ($100M–$1B) | $168M | 2 | 2 | 4 | 06/24/2026 | ☆ |
| 13793 | Arnold Financial Planning Llc CRD 283698 | Hiawatha, IA | Wealth Manager · Small ($100M–$1B) | $168M | 133 | 585 | 6 | 07/24/2026 | ☆ |
| 13794 | Stonehaven Wealth & Tax Solutions, Llc CRD 332731 | Appleton, WI | Wealth Manager · Small ($100M–$1B) | $168M | 310 | 832 | 3 | 10/02/2026 | ☆ |
| 13795 | The Etf Store, Inc. CRD 148229 | Overland Park, KS | Insurance-Affiliated · Small ($100M–$1B) | $168M | 270 | 636 | 6 | 08/04/2026 | ☆ |
| 13796 | Frontline Healthcare Partners, Llc CRD 311770 | Charleston, SC | Private Fund Manager · Small ($100M–$1B) | $168M | 3 | 3 | 10 | 03/30/2026 | ☆ |
| 13797 | Soryn Ip Capital Management, Llc CRD 327452 | Millburn, NJ | Private Fund Manager · Small ($100M–$1B) | $168M | 7 | 7 | 3 | 07/23/2026 | ☆ |
| 13798 | Dipaolo Financial Group, Inc. CRD 309637 | Lutz, FL | Wealth Manager · Small ($100M–$1B) | $168M | 408 | 1,137 | 9 | 04/17/2026 | ☆ |
| 13799 | North Forty Two & Co. CRD 148417 | Lake Oswego, OR | Wealth Manager · Small ($100M–$1B) | $168M | 74 | 263 | 2 | 03/20/2026 | ☆ |
| 13800 | Lloyd Park, Llc CRD 174032 | Wealth Manager · Small ($100M–$1B) | $168M | 97 | 12 | 1 | 02/23/2026 | ☆ |