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 |
|---|---|---|---|---|---|---|---|---|---|
| 14551 | Gci Financial Group, Inc. CRD 124193 | Mendham, NJ | Wealth Manager · Small ($100M–$1B) | $145M | 140 | 463 | 3 | 06/16/2026 | ☆ |
| 14552 | Bfi Wealth Solutions, Llc CRD 319185 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $145M | 230 | 550 | 1 | 03/25/2026 | ☆ |
| 14553 | Concord Atlantic, Inc. CRD 121820 | Wealth Manager · Small ($100M–$1B) | $145M | 50 | 50 | 1 | 03/16/2026 | ☆ | |
| 14554 | N CRD 118200 | Wealth Manager · Small ($100M–$1B) | $145M | 72 | 196 | 2 | 03/20/2026 | ☆ | |
| 14555 | Winnacle Wealth, Llc CRD 317181 | Waco, TX | Wealth Manager · Small ($100M–$1B) | $145M | 385 | 1,264 | 6 | 05/27/2026 | ☆ |
| 14556 | Sierra Financial Advisory Incorporated CRD 130934 | Insurance-Affiliated · Small ($100M–$1B) | $145M | 173 | 457 | 2 | 03/03/2026 | ☆ | |
| 14557 | Twin Cities Retirement Group, Llc CRD 154974 | Plymouth, MN | Wealth Manager · Small ($100M–$1B) | $145M | 84 | 234 | 3 | 04/20/2026 | ☆ |
| 14558 | Rho Acceleration, Llc CRD 313160 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $145M | 6 | 6 | 3 | 04/17/2026 | ☆ |
| 14559 | Davis, Davis And Conover Wealth Management, Llc CRD 286575 | Nashville, TN | Insurance-Affiliated · Small ($100M–$1B) | $145M | 186 | 596 | 3 | 03/20/2026 | ☆ |
| 14560 | Collaborative Fund Advisors, Llc CRD 327121 | Reno, NV | Mutual Fund / Asset Manager · Small ($100M–$1B) | $145M | 3 | 3 | 11 | 02/13/2026 | ☆ |
| 14561 | Vision Capital Management Corporation CRD 118363 | Wealth Manager · Small ($100M–$1B) | $145M | 59 | 160 | 5 | 03/31/2026 | ☆ | |
| 14562 | Betro Mileszko & Company, Llc CRD 145184 | Foxboro, MA | Wealth Manager · Small ($100M–$1B) | $145M | 118 | 319 | 2 | 03/26/2026 | ☆ |
| 14563 | Wulff, Hansen & Co. CRD 908 | San Rafael, CA | Broker-Dealer (Dually Registered) · Small ($100M–$1B) | $145M | 141 | 143 | 9 | 07/10/2026 | ☆ |
| 14564 | Bluestone Investment Manager, Llc CRD 296820 | Mclean, VA | Private Fund Manager · Small ($100M–$1B) | $145M | 3 | 3 | 11 | 09/21/2026 | ☆ |
| 14565 | Monetta Financial Services Inc CRD 105367 | Wheaton, IL | Mutual Fund / Asset Manager · Small ($100M–$1B) | $145M | 2 | 2 | 3 | 03/31/2026 | ☆ |
| 14566 | Landon Capital Partners, Llc CRD 292398 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $145M | 14 | 14 | 5 | 03/31/2026 | ☆ |
| 14567 | Trailwise Financial Partners, Llc CRD 323530 | Golden, CO | Wealth Manager · Small ($100M–$1B) | $145M | 203 | 666 | 4 | 04/01/2026 | ☆ |
| 14568 | Bts Asset Management Inc CRD 105215 | Lincoln, MA | Wealth Manager · Small ($100M–$1B) | $145M | 448 | 448 | 13 | 03/31/2026 | ☆ |
| 14569 | Csl Capital Management, L.P. CRD 158340 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $145M | 7 | 7 | 8 | 03/27/2026 | ☆ |
| 14570 | Wagner Financial, Llc CRD 318448 | Lake Oswego, OR | Wealth Manager · Small ($100M–$1B) | $145M | 203 | 397 | 5 | 03/10/2026 | ☆ |
| 14571 | Knox Avenue Financial Corp. CRD 289094 | St. Paul, MN | Insurance-Affiliated · Small ($100M–$1B) | $145M | 227 | 758 | 1 | 07/28/2026 | ☆ |
| 14572 | Ean Equity Financial Services Llc CRD 117064 | Wealth Manager · Small ($100M–$1B) | $145M | 64 | 154 | 1 | 03/25/2026 | ☆ | |
| 14573 | Egsi Investment Management, Inc. CRD 171488 | Dublin, OH | Insurance-Affiliated · Small ($100M–$1B) | $145M | 278 | 798 | 4 | 07/30/2026 | ☆ |
| 14574 | N CRD 163264 | Private Fund Manager · Small ($100M–$1B) | $145M | 1 | 1 | 6 | 03/31/2025 | ☆ | |
| 14575 | Davis Financial Management, Inc. CRD 143410 | Overland Park, KS | Wealth Manager · Small ($100M–$1B) | $145M | 78 | 234 | 1 | 03/26/2026 | ☆ |
| 14576 | Sterling Financial Advisors, Llc CRD 107783 | Wealth Manager · Small ($100M–$1B) | $145M | 143 | 321 | 4 | 03/28/2026 | ☆ | |
| 14577 | Scenic Management Llc CRD 315808 | San Francisco, CA | Broker-Dealer (Dually Registered) · Small ($100M–$1B) | $145M | 6 | 6 | 4 | 07/30/2026 | ☆ |
| 14578 | Columbus Street Wealth Management, Llc CRD 301788 | Dublin, OH | Wealth Manager · Small ($100M–$1B) | $145M | 82 | 391 | 1 | 09/28/2026 | ☆ |
| 14579 | A.G.P. Asset Management Llc CRD 339720 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $144M | 2 | 2 | 2 | 02/19/2026 | ☆ |
| 14580 | N CRD 315803 | Private Fund Manager · Small ($100M–$1B) | $144M | 4 | 4 | 5 | 03/12/2025 | ☆ | |
| 14581 | Mwm Wealth Advisory, Llc CRD 287705 | Plymouth, MN | Wealth Manager · Small ($100M–$1B) | $144M | 204 | 366 | 1 | 09/21/2026 | ☆ |
| 14582 | Certified Financial Strategies Corporation CRD 114361 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $144M | 155 | 306 | 1 | 09/15/2026 | ☆ |
| 14583 | Renaissance Capital Llc CRD 109945 | Stamford, CT | Mutual Fund / Asset Manager · Small ($100M–$1B) | $144M | 84 | 2 | 17 | 03/19/2026 | ☆ |
| 14584 | Glover Park Wealth Management, Llc CRD 309793 | Arlington, VA | Insurance-Affiliated · Small ($100M–$1B) | $144M | 190 | 335 | 3 | 09/23/2026 | ☆ |
| 14585 | Blue Anchor Wealth Advisors, Llc CRD 307522 | Ketchikan, AK | Wealth Manager · Small ($100M–$1B) | $144M | 300 | 302 | 6 | 09/08/2026 | ☆ |
| 14586 | Asset Management Consulting Services, Inc. CRD 128793 | Livingston, NJ | Private Fund Manager · Small ($100M–$1B) | $144M | 11 | 36 | 2 | 03/27/2026 | ☆ |
| 14587 | Totem Point Management, Llc CRD 169824 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $144M | 6 | 6 | 4 | 04/29/2026 | ☆ |
| 14588 | Burgess Investment Management And Research Inc. CRD 297648 | Toronto, Ontario | Wealth Manager · Small ($100M–$1B) | $144M | 98 | 411 | 3 | 03/30/2026 | ☆ |
| 14589 | Bona Fide Wealth, Llc CRD 330982 | Wealth Manager · Small ($100M–$1B) | $144M | 55 | 207 | 2 | 03/27/2026 | ☆ | |
| 14590 | Aviator Financial Consulting Llc CRD 307799 | Montgomery, TX | Wealth Manager · Small ($100M–$1B) | $144M | 160 | 160 | 4 | 03/10/2026 | ☆ |
| 14591 | Shelter Wealth Strategies, Llc CRD 170655 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $144M | 38 | 38 | 9 | 06/10/2026 | ☆ |
| 14592 | Summa Global Advisors, Llc CRD 148713 | Clackamas, OR | Wealth Manager · Small ($100M–$1B) | $144M | 125 | 352 | 2 | 06/17/2026 | ☆ |
| 14593 | Van Diest Capital, Llc CRD 334743 | Polk City, IA | Wealth Manager · Small ($100M–$1B) | $144M | 467 | 985 | 8 | 08/25/2026 | ☆ |
| 14594 | Private Lane Capital, Llc CRD 124999 | Multi-Family Office · Small ($100M–$1B) | $144M | 11 | 12 | 1 | 09/09/2026 | ☆ | |
| 14595 | James I. Black & Company CRD 1249 | Lakeland, FL | Broker-Dealer (Dually Registered) · Small ($100M–$1B) | $144M | 130 | 130 | 10 | 02/06/2026 | ☆ |
| 14596 | Tactivest, Llc CRD 173309 | Wealth Manager · Small ($100M–$1B) | $144M | 212 | 630 | 2 | 03/10/2026 | ☆ | |
| 14597 | Pmg Family Office, Llc CRD 312154 | Plano, TX | Multi-Family Office · Small ($100M–$1B) | $144M | 77 | 296 | 2 | 06/05/2026 | ☆ |
| 14598 | Centerview Wealth Advisors, Llc CRD 173260 | Pittsburgh, PA | Wealth Manager · Small ($100M–$1B) | $144M | 165 | 165 | 5 | 03/23/2026 | ☆ |
| 14599 | Haven Capital Group, Inc. CRD 149641 | Westlake Village, CA | Wealth Manager · Small ($100M–$1B) | $144M | 118 | 125 | 1 | 03/31/2026 | ☆ |
| 14600 | Rushmont Capital Management, Lp CRD 333041 | New York, NY | Investment Adviser · Small ($100M–$1B) | $144M | 2 | 2 | 6 | 04/14/2026 | ☆ |