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 |
|---|---|---|---|---|---|---|---|---|---|
| 13851 | Curtis Financial Planning, Llc CRD 136785 | Wealth Manager · Small ($100M–$1B) | $164M | 76 | 238 | 1 | 03/30/2026 | ☆ | |
| 13852 | Thirteen Twenty Two Advisors, Llc CRD 339326 | Fort Worth, TX | Wealth Manager · Small ($100M–$1B) | $163M | 398 | 743 | 7 | 08/11/2026 | ☆ |
| 13853 | Capital Ip Investment Partners Lp CRD 326733 | Private Fund Manager · Small ($100M–$1B) | $163M | 18 | 18 | 5 | 03/27/2026 | ☆ | |
| 13854 | The Carroll Group, Inc. CRD 146977 | Multi-Family Office · Small ($100M–$1B) | $163M | 8 | 8 | 3 | 03/30/2026 | ☆ | |
| 13855 | Risley Capital Management Llc CRD 157271 | Ellisville, MO | Wealth Manager · Small ($100M–$1B) | $163M | 160 | 415 | 1 | 01/23/2026 | ☆ |
| 13856 | Foundry Wealth Advisors, Llc CRD 300794 | Baltimore, MD | Wealth Manager · Small ($100M–$1B) | $163M | 66 | 251 | 4 | 08/11/2026 | ☆ |
| 13857 | Bell City Wealth, Inc. CRD 326354 | Hillsboro, OH | Wealth Manager · Small ($100M–$1B) | $163M | 347 | 789 | 2 | 02/20/2026 | ☆ |
| 13858 | Nihon Global Growth Partners Management, Inc. CRD 311890 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $163M | 3 | 4 | 7 | 05/05/2026 | ☆ |
| 13859 | Integrity Wealth Management, Inc. CRD 150103 | Spokane, WA | Wealth Manager · Small ($100M–$1B) | $163M | 169 | 544 | 2 | 05/26/2026 | ☆ |
| 13860 | Clutinger Williams & Verhoye Inc CRD 111082 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $163M | 100 | 255 | 2 | 09/19/2025 | ☆ |
| 13861 | Archambo Financial Advisors, Inc. CRD 129927 | Bartlesville, OK | Insurance-Affiliated · Small ($100M–$1B) | $163M | 197 | 299 | 5 | 03/23/2026 | ☆ |
| 13862 | Libertas Wealth Management Group, Inc. CRD 157769 | Columbus, OH | Wealth Manager · Small ($100M–$1B) | $163M | 319 | 1,184 | 6 | 08/05/2026 | ☆ |
| 13863 | Collie Financial Planning, Inc. CRD 134884 | Black Mountain, NC | Wealth Manager · Small ($100M–$1B) | $163M | 243 | 732 | 2 | 02/22/2026 | ☆ |
| 13864 | Decamilla Capital Management Llc CRD 108027 | Sacramento, CA | Wealth Manager · Small ($100M–$1B) | $163M | 155 | 302 | 2 | 03/03/2026 | ☆ |
| 13865 | N CRD 318830 | Wealth Manager · Small ($100M–$1B) | $163M | 142 | 391 | 3 | 05/07/2025 | ☆ | |
| 13866 | Private Wealth Management Of North Carolina Llc CRD 149889 | Henderson, NC | Wealth Manager · Small ($100M–$1B) | $163M | 269 | 742 | 3 | 03/17/2026 | ☆ |
| 13867 | Five Eleven Family Office Llc CRD 334002 | Garden City, NY | Multi-Family Office · Small ($100M–$1B) | $163M | 5 | 36 | 7 | 07/07/2026 | ☆ |
| 13868 | Main Advisory, Inc. CRD 328040 | Canonsburg, PA | Wealth Manager · Small ($100M–$1B) | $163M | 214 | 415 | 4 | 02/19/2026 | ☆ |
| 13869 | 1207 Capital Group, Llc CRD 162611 | Juneau, AK | Private Fund Manager · Small ($100M–$1B) | $163M | 4 | 4 | 4 | 03/30/2026 | ☆ |
| 13870 | Westrock Asset Management, Llc CRD 174408 | Little Rock, AR | Private Fund Manager · Small ($100M–$1B) | $163M | 4 | 4 | 12 | 05/01/2026 | ☆ |
| 13871 | Sagace Wealth Management, Llc CRD 307212 | St. Petersburg, FL | Wealth Manager · Small ($100M–$1B) | $163M | 80 | 263 | 7 | 02/20/2026 | ☆ |
| 13872 | Marquee Capital Advisors Llc CRD 336708 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $163M | 5 | 5 | 21 | 04/15/2026 | ☆ |
| 13873 | Morman, Kaplan, Brilliant And Fransko, Llc CRD 284251 | Ann Arbor, MI | Insurance-Affiliated · Small ($100M–$1B) | $163M | 353 | 600 | 7 | 03/18/2026 | ☆ |
| 13874 | Mcs Financial Advisors Llc CRD 106327 | Wealth Manager · Small ($100M–$1B) | $163M | 65 | 220 | 2 | 02/06/2026 | ☆ | |
| 13875 | Lewinter Wealth Advisors, Llc CRD 155921 | Wealth Manager · Small ($100M–$1B) | $163M | 85 | 261 | 1 | 07/30/2026 | ☆ | |
| 13876 | Savant Investment Advisers, Inc. CRD 121794 | Homewood, IL | Wealth Manager · Small ($100M–$1B) | $163M | 295 | 439 | 3 | 02/04/2026 | ☆ |
| 13877 | Dedicated Capital Advisors, Llc CRD 168132 | San Francisco, CA | Insurance-Affiliated · Small ($100M–$1B) | $162M | 73 | 140 | 2 | 03/30/2026 | ☆ |
| 13878 | Taurus Financial Llc CRD 335067 | Jersey City, NJ | Wealth Manager · Small ($100M–$1B) | $162M | 127 | 243 | 3 | 05/20/2026 | ☆ |
| 13879 | Tempered Investment Management Ltd. CRD 158837 | North Vancouver, British Columbia | Private Fund Manager · Small ($100M–$1B) | $162M | 5 | 10 | 5 | 09/29/2025 | ☆ |
| 13880 | Bestgate Wealth Advisors, Llc CRD 301639 | Frederick, MD | Wealth Manager · Small ($100M–$1B) | $162M | 118 | 118 | 9 | 02/11/2026 | ☆ |
| 13881 | F.I.G. Financial Advisory Services, Inc. CRD 105506 | Oklahoma City, OK | Wealth Manager · Small ($100M–$1B) | $162M | 242 | 540 | 3 | 04/30/2026 | ☆ |
| 13882 | Ballast Point Financial Planning, Llc CRD 283295 | Burlingame, CA | Wealth Manager · Small ($100M–$1B) | $162M | 143 | 456 | 6 | 05/28/2026 | ☆ |
| 13883 | Joss Brown Wealth Advisors Group Llc CRD 324719 | Williamsburg, VA | Wealth Manager · Small ($100M–$1B) | $162M | 129 | 603 | 5 | 02/05/2026 | ☆ |
| 13884 | Dyche Wealth Management, Inc CRD 159708 | Fayetteville, GA | Wealth Manager · Small ($100M–$1B) | $162M | 165 | 270 | 4 | 05/13/2026 | ☆ |
| 13885 | Maple Park Capital Partners Management, Lp CRD 335335 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $162M | 2 | 2 | 8 | 05/13/2026 | ☆ |
| 13886 | Freedom Family Office, Llc CRD 310275 | Multi-Family Office · Small ($100M–$1B) | $162M | 130 | 216 | 10 | 04/30/2026 | ☆ | |
| 13887 | Quint Capital Corporation CRD 26586 | New York, NY | Insurance-Affiliated · Small ($100M–$1B) | $162M | 103 | 98 | 16 | 05/04/2026 | ☆ |
| 13888 | Wolfstich Capital, Llc CRD 146026 | Medfield, MA | Wealth Manager · Small ($100M–$1B) | $162M | 80 | 273 | 1 | 01/27/2026 | ☆ |
| 13889 | Shepherd Wealth Management Limited Liability Company CRD 312695 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $162M | 430 | 430 | 4 | 02/18/2026 | ☆ |
| 13890 | Banyan Global Investment Advisors, Llc CRD 283264 | Boca Raton, FL | Wealth Manager · Small ($100M–$1B) | $162M | 132 | 250 | 4 | 03/30/2026 | ☆ |
| 13891 | Gutt Financial Management, Llc CRD 109270 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $162M | 49 | 189 | 2 | 01/22/2026 | ☆ |
| 13892 | Rpr Financial Advisors Llc CRD 316557 | Overland Park, KS | Insurance-Affiliated · Small ($100M–$1B) | $162M | 259 | 635 | 4 | 02/25/2026 | ☆ |
| 13893 | Kingsbury Capital Investment Advisors Llc CRD 145658 | Insurance-Affiliated · Small ($100M–$1B) | $162M | 250 | 584 | 6 | 04/29/2026 | ☆ | |
| 13894 | Arbor Investment Management, Llc CRD 154735 | Ann Arbor, MI | Wealth Manager · Small ($100M–$1B) | $162M | 96 | 96 | 2 | 03/06/2026 | ☆ |
| 13895 | Ironoak Wealth Llc CRD 306403 | Cedar Park, TX | Wealth Manager · Small ($100M–$1B) | $162M | 332 | 695 | 6 | 06/15/2026 | ☆ |
| 13896 | Corkern Barry M Advisory Services Inc CRD 104730 | Little Rock, AR | Wealth Manager · Small ($100M–$1B) | $162M | 85 | 85 | 5 | 01/22/2026 | ☆ |
| 13897 | Confidential Management Advisors, Inc. CRD 125936 | Troy, MI | Wealth Manager · Small ($100M–$1B) | $162M | 69 | 132 | 1 | 03/27/2026 | ☆ |
| 13898 | Gadsden, Llc CRD 291195 | Newtown Square, PA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $162M | 1 | 1 | 2 | 07/27/2026 | ☆ |
| 13899 | Fell Capital Management CRD 104986 | Newport Beach, CA | Wealth Manager · Small ($100M–$1B) | $162M | 73 | 180 | 1 | 03/17/2026 | ☆ |
| 13900 | Williams, Garth Alan CRD 142563 | Wealth Manager · Small ($100M–$1B) | $162M | 92 | 309 | 4 | 07/16/2026 | ☆ |