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 |
|---|---|---|---|---|---|---|---|---|---|
| 13951 | Dyche Wealth Management, Inc CRD 159708 | Fayetteville, GA | Wealth Manager · Small ($100M–$1B) | $162M | 165 | 270 | 4 | 05/13/2026 | ☆ |
| 13952 | Maple Park Capital Partners Management, Lp CRD 335335 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $162M | 2 | 2 | 8 | 05/13/2026 | ☆ |
| 13953 | Magellan Investment Partners North America, Inc. CRD 107420 | Westmont, IL | Mutual Fund / Asset Manager · Small ($100M–$1B) | $162M | 2 | 2 | 4 | 09/25/2026 | ☆ |
| 13954 | Freedom Family Office, Llc CRD 310275 | Multi-Family Office · Small ($100M–$1B) | $162M | 130 | 216 | 10 | 04/30/2026 | ☆ | |
| 13955 | Wolfstich Capital, Llc CRD 146026 | Medfield, MA | Wealth Manager · Small ($100M–$1B) | $162M | 80 | 273 | 1 | 01/27/2026 | ☆ |
| 13956 | Shepherd Wealth Management Limited Liability Company CRD 312695 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $162M | 430 | 430 | 4 | 02/18/2026 | ☆ |
| 13957 | Banyan Global Investment Advisors, Llc CRD 283264 | Boca Raton, FL | Wealth Manager · Small ($100M–$1B) | $162M | 132 | 250 | 4 | 03/30/2026 | ☆ |
| 13958 | Gutt Financial Management, Llc CRD 109270 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $162M | 49 | 189 | 2 | 01/22/2026 | ☆ |
| 13959 | Peak American Investment Advisors, Inc. CRD 145056 | Plano, TX | Wealth Manager · Small ($100M–$1B) | $162M | 329 | 700 | 10 | 09/08/2026 | ☆ |
| 13960 | Rpr Financial Advisors Llc CRD 316557 | Overland Park, KS | Insurance-Affiliated · Small ($100M–$1B) | $162M | 259 | 635 | 4 | 02/25/2026 | ☆ |
| 13961 | Kingsbury Capital Investment Advisors Llc CRD 145658 | Insurance-Affiliated · Small ($100M–$1B) | $162M | 250 | 584 | 6 | 10/02/2026 | ☆ | |
| 13962 | Steffens Financial Corp CRD 342546 | Byram Township, NJ | Wealth Manager · Small ($100M–$1B) | $162M | 229 | 432 | 10 | 09/25/2026 | ☆ |
| 13963 | Arbor Investment Management, Llc CRD 154735 | Ann Arbor, MI | Wealth Manager · Small ($100M–$1B) | $162M | 96 | 96 | 2 | 03/06/2026 | ☆ |
| 13964 | Ironoak Wealth Llc CRD 306403 | Cedar Park, TX | Wealth Manager · Small ($100M–$1B) | $162M | 332 | 695 | 6 | 06/15/2026 | ☆ |
| 13965 | Corkern Barry M Advisory Services Inc CRD 104730 | Little Rock, AR | Wealth Manager · Small ($100M–$1B) | $162M | 85 | 85 | 5 | 01/22/2026 | ☆ |
| 13966 | Confidential Management Advisors, Inc. CRD 125936 | Troy, MI | Wealth Manager · Small ($100M–$1B) | $162M | 69 | 132 | 1 | 03/27/2026 | ☆ |
| 13967 | Gadsden, Llc CRD 291195 | Newtown Square, PA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $162M | 1 | 1 | 2 | 07/27/2026 | ☆ |
| 13968 | Fell Capital Management CRD 104986 | Newport Beach, CA | Wealth Manager · Small ($100M–$1B) | $162M | 73 | 180 | 1 | 03/17/2026 | ☆ |
| 13969 | Williams, Garth Alan CRD 142563 | Wealth Manager · Small ($100M–$1B) | $162M | 92 | 309 | 4 | 07/16/2026 | ☆ | |
| 13970 | Hamilton Gray Wealth Management Llc CRD 283000 | Houston, TX | Multi-Family Office · Small ($100M–$1B) | $162M | 14 | 62 | 1 | 07/24/2026 | ☆ |
| 13971 | Jeffrey Matthews Wealth Management, Llc CRD 155392 | Florham Park, NJ | Wealth Manager · Small ($100M–$1B) | $162M | 367 | 367 | 15 | 07/28/2026 | ☆ |
| 13972 | Lynnleigh & Company, Llc CRD 285044 | Pittsford, NY | Insurance-Affiliated · Small ($100M–$1B) | $162M | 288 | 288 | 5 | 03/31/2026 | ☆ |
| 13973 | Pincus Capital Management, Lp CRD 336500 | New York, NY | Wealth Manager · Small ($100M–$1B) | $162M | 17 | 17 | 4 | 06/26/2026 | ☆ |
| 13974 | Flfs Advisory Llc CRD 334771 | Victor, NY | Wealth Manager · Small ($100M–$1B) | $161M | 203 | 312 | 5 | 06/30/2026 | ☆ |
| 13975 | Blom & Howell Financial Planning, Inc. CRD 311830 | Modesto, CA | Insurance-Affiliated · Small ($100M–$1B) | $161M | 423 | 937 | 3 | 05/19/2026 | ☆ |
| 13976 | Piar Llc CRD 163994 | Wealth Manager · Small ($100M–$1B) | $161M | 85 | 284 | 2 | 07/23/2026 | ☆ | |
| 13977 | Farnam Financial, Llc CRD 306180 | Phoenix, AZ | Wealth Manager · Small ($100M–$1B) | $161M | 81 | 240 | 3 | 04/16/2026 | ☆ |
| 13978 | Elite Wealth Management, Inc. CRD 333159 | Plover, WI | Insurance-Affiliated · Small ($100M–$1B) | $161M | 871 | 1,583 | 5 | 06/03/2026 | ☆ |
| 13979 | Clearpath Capital Partners Llc CRD 111756 | Menlo Park, CA | Wealth Manager · Small ($100M–$1B) | $161M | 61 | 236 | 5 | 04/01/2026 | ☆ |
| 13980 | Laguna Wealth Advisors, Llc CRD 167847 | Wealth Manager · Small ($100M–$1B) | $161M | 299 | 685 | 4 | 07/16/2026 | ☆ | |
| 13981 | Tfs Advisors, Llc CRD 167653 | Edmonds, WA | Wealth Manager · Small ($100M–$1B) | $161M | 151 | 426 | 3 | 03/05/2026 | ☆ |
| 13982 | Sieben Wealth Planning Llc CRD 315368 | Wealth Manager · Small ($100M–$1B) | $161M | 86 | 435 | 2 | 02/24/2026 | ☆ | |
| 13983 | Barnett Capital Advisors Llc CRD 159113 | Miami, FL | Wealth Manager · Small ($100M–$1B) | $161M | 248 | 464 | 3 | 03/16/2026 | ☆ |
| 13984 | Newground Social Investment, Spc CRD 117060 | Seattle, WA | Wealth Manager · Small ($100M–$1B) | $161M | 120 | 375 | 3 | 03/27/2026 | ☆ |
| 13985 | Williams Wealth Management Group, Inc. CRD 147341 | Bradenton, FL | Wealth Manager · Small ($100M–$1B) | $161M | 475 | 842 | 1 | 03/18/2026 | ☆ |
| 13986 | Broadwater Capital Management Llc CRD 125509 | Boston, MA | Wealth Manager · Small ($100M–$1B) | $161M | 36 | 94 | 1 | 09/18/2026 | ☆ |
| 13987 | Capria Ventures Llc CRD 284129 | Seattle, WA | Private Fund Manager · Small ($100M–$1B) | $161M | 14 | 14 | 15 | 08/26/2026 | ☆ |
| 13988 | Thistle Creek Capital, Llc CRD 331449 | Lehi, UT | Private Fund Manager · Small ($100M–$1B) | $161M | 1 | 1 | 6 | 03/26/2026 | ☆ |
| 13989 | Lauer Wealth, Llc CRD 289763 | Valparaiso, IN | Wealth Manager · Small ($100M–$1B) | $161M | 404 | 919 | 5 | 02/25/2026 | ☆ |
| 13990 | Eagle Harbor Asset Management Inc CRD 108089 | Wealth Manager · Small ($100M–$1B) | $161M | 203 | 203 | 3 | 02/18/2026 | ☆ | |
| 13991 | Medicus Wealth Planning, Inc. CRD 282904 | Draper, UT | Wealth Manager · Small ($100M–$1B) | $161M | 196 | 558 | 5 | 05/12/2026 | ☆ |
| 13992 | Mlg Advisors Llc CRD 340583 | Private Fund Manager · Small ($100M–$1B) | $161M | 3 | 3 | 1 | 09/17/2026 | ☆ | |
| 13993 | Egis Capital Partners Lp CRD 306123 | Summit, NJ | Private Fund Manager · Small ($100M–$1B) | $161M | 5 | 5 | 4 | 07/13/2026 | ☆ |
| 13994 | Glaxis Capital Management, Llc CRD 134227 | Sarasota, FL | Private Fund Manager · Small ($100M–$1B) | $161M | 6 | 6 | 5 | 03/30/2026 | ☆ |
| 13995 | Going Cpas & Wealth Advisors, Llp CRD 117104 | Opelousas, LA | Wealth Manager · Small ($100M–$1B) | $161M | 324 | 601 | 11 | 08/10/2026 | ☆ |
| 13996 | Cywp Fund Llc CRD 337234 | Boca Raton, FL | Private Fund Manager · Small ($100M–$1B) | $161M | 13 | 13 | 3 | 04/01/2026 | ☆ |
| 13997 | Mcw Financial, Inc. CRD 157609 | Crescent Springs, KY | Insurance-Affiliated · Small ($100M–$1B) | $161M | 259 | 259 | 3 | 03/18/2026 | ☆ |
| 13998 | Have Ria, Inc. CRD 327137 | Providence, RI | Institutional / Pension Advisor · Small ($100M–$1B) | $161M | 0 | 1 | 9 | 03/09/2026 | ☆ |
| 13999 | Steward Advisors, Llc CRD 156331 | Chicago, IL | Wealth Manager · Small ($100M–$1B) | $161M | 109 | 354 | 4 | 03/11/2026 | ☆ |
| 14000 | Eddie Patel, Inc CRD 148411 | Chicago, IL | Wealth Manager · Small ($100M–$1B) | $161M | 424 | 1,065 | 1 | 02/20/2026 | ☆ |