Investment advisers
45,184 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 |
|---|---|---|---|---|---|---|---|---|---|
| 14751 | Haverstock Capital Llp CRD 340312 | London | Private Fund Manager · Small ($100M–$1B) | $140M | 2 | 2 | 5 | 08/28/2026 | ☆ |
| 14752 | Boyd Financial Strategies, Inc. CRD 107505 | Auburn, MA | Wealth Manager · Small ($100M–$1B) | $140M | 149 | 151 | 3 | 03/20/2026 | ☆ |
| 14753 | Sikorski Wealth Management, Llc CRD 312805 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $140M | 227 | 644 | 3 | 03/27/2026 | ☆ |
| 14754 | Clarity Retirement & Wealth, Llc CRD 337718 | New Bedford, MA | Wealth Manager · Small ($100M–$1B) | $140M | 329 | 499 | 2 | 01/14/2026 | ☆ |
| 14755 | Alteris Capital Partners, Llc CRD 335079 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $140M | 88 | 302 | 3 | 03/06/2026 | ☆ |
| 14756 | Teza Capital Management Llc CRD 173124 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $140M | 5 | 5 | 90 | 03/31/2026 | ☆ |
| 14757 | Telos Partners Llc CRD 340922 | Avon, CT | Wealth Manager · Small ($100M–$1B) | $139M | 65 | 271 | 4 | 09/30/2026 | ☆ |
| 14758 | Gross Domestic Product, Inc CRD 147588 | Wealth Manager · Small ($100M–$1B) | $139M | 69 | 233 | 2 | 03/26/2026 | ☆ | |
| 14759 | Braeside Investments, Llc CRD 131184 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $139M | 3 | 3 | 3 | 03/02/2026 | ☆ |
| 14760 | Marvel Financial Planning, Inc. CRD 327420 | Wealth Manager · Small ($100M–$1B) | $139M | 242 | 726 | 4 | 08/25/2026 | ☆ | |
| 14761 | James Scott S Co CRD 105861 | Falls Church, VA | Broker-Dealer (Dually Registered) · Small ($100M–$1B) | $139M | 139 | 267 | 3 | 03/30/2026 | ☆ |
| 14762 | Beyond Wealth Management Group, Llc CRD 293291 | New Paltz, NY | Wealth Manager · Small ($100M–$1B) | $139M | 327 | 784 | 3 | 03/12/2026 | ☆ |
| 14763 | Tnl Asset Management Llc CRD 137419 | Boulder, CO | Wealth Manager · Small ($100M–$1B) | $139M | 164 | 164 | 4 | 02/27/2026 | ☆ |
| 14764 | Clearwater Capital Management Llc CRD 115283 | Wealth Manager · Small ($100M–$1B) | $139M | 18 | 18 | 1 | 03/02/2026 | ☆ | |
| 14765 | Cravens Brothers Private Wealth Management Llc CRD 162673 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $139M | 44 | 135 | 2 | 05/21/2026 | ☆ |
| 14766 | Lane Generational Llc CRD 309619 | Wealth Manager · Small ($100M–$1B) | $139M | 50 | 86 | 2 | 05/05/2026 | ☆ | |
| 14767 | Raven Capital Management Llc CRD 164755 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $139M | 4 | 4 | 23 | 05/07/2026 | ☆ |
| 14768 | Legacy Financial Advisors Ii, Llc CRD 309156 | Wealth Manager · Small ($100M–$1B) | $139M | 216 | 522 | 3 | 02/20/2026 | ☆ | |
| 14769 | Attune Wealth Management Llc CRD 342568 | Des Moines, IA | Wealth Manager · Small ($100M–$1B) | $139M | 125 | 400 | 2 | 10/02/2026 | ☆ |
| 14770 | Benold Financial Planning Inc. CRD 134258 | Wealth Manager · Small ($100M–$1B) | $139M | 60 | 184 | 2 | 01/21/2026 | ☆ | |
| 14771 | Rand Advisors, Llc CRD 172839 | Private Fund Manager · Small ($100M–$1B) | $139M | 3 | 78 | 1 | 03/05/2026 | ☆ | |
| 14772 | Stonebriar Wealth, Llc CRD 327618 | Lehi, UT | Wealth Manager · Small ($100M–$1B) | $139M | 505 | 505 | 11 | 04/02/2026 | ☆ |
| 14773 | Integra Financial, Inc. CRD 113422 | Greenwood Village, CO | Insurance-Affiliated · Small ($100M–$1B) | $139M | 113 | 260 | 5 | 09/22/2026 | ☆ |
| 14774 | Twenty Twenty Investment Advisors,Llc CRD 128086 | Wealth Manager · Small ($100M–$1B) | $139M | 341 | 564 | 6 | 07/24/2026 | ☆ | |
| 14775 | Gunder Wealth Management, Llc CRD 301258 | Wealth Manager · Small ($100M–$1B) | $139M | 111 | 585 | 2 | 01/19/2026 | ☆ | |
| 14776 | Southpaw Cp Manager Lp CRD 339218 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $139M | 4 | 4 | 5 | 08/21/2026 | ☆ |
| 14777 | Brooktree Capital Management Inc. CRD 114173 | Grand Rapids, MI | Wealth Manager · Small ($100M–$1B) | $139M | 74 | 143 | 2 | 03/06/2026 | ☆ |
| 14778 | Silverhawk Capital Partners, Llc CRD 161678 | Overland Park, KS | Private Fund Manager · Small ($100M–$1B) | $139M | 5 | 5 | 5 | 09/17/2026 | ☆ |
| 14779 | Advantage Investing, Inc. CRD 116059 | Coral Gables, FL | Investment Adviser · Small ($100M–$1B) | $139M | 372 | 674 | 2 | 09/28/2026 | ☆ |
| 14780 | Blair Hall Advisors, Llc CRD 170114 | Wealth Manager · Small ($100M–$1B) | $139M | 48 | 48 | 2 | 09/15/2026 | ☆ | |
| 14781 | Saratoga Capital Management, Llc CRD 112021 | Avondale, AZ | Mutual Fund / Asset Manager · Small ($100M–$1B) | $139M | 1 | 1 | 4 | 03/30/2026 | ☆ |
| 14782 | Wisdom Wealth Investment Advisors Llc CRD 170536 | Phoenix, AZ | Wealth Manager · Small ($100M–$1B) | $139M | 271 | 678 | 2 | 09/25/2026 | ☆ |
| 14783 | Broussard Financial Group, Llc CRD 123724 | Kaplan, LA | Wealth Manager · Small ($100M–$1B) | $139M | 191 | 438 | 2 | 04/27/2026 | ☆ |
| 14784 | Pennantpark Private Income Fund Advisers Llc CRD 337750 | Miami Beach, FL | Investment Adviser · Small ($100M–$1B) | $139M | 1 | 1 | 91 | 03/31/2026 | ☆ |
| 14785 | Dorato Capital Management CRD 110097 | Wealth Manager · Small ($100M–$1B) | $139M | 94 | 235 | 3 | 01/23/2026 | ☆ | |
| 14786 | Metanoia Financial, Llc CRD 152366 | Wealth Manager · Small ($100M–$1B) | $139M | 151 | 554 | 3 | 03/31/2026 | ☆ | |
| 14787 | Howland And Associates, Llc CRD 106963 | St Petersburg, FL | Wealth Manager · Small ($100M–$1B) | $139M | 67 | 67 | 5 | 08/11/2026 | ☆ |
| 14788 | Revere Capital Management Lp CRD 306662 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $139M | 4 | 4 | 29 | 08/05/2026 | ☆ |
| 14789 | Marchand Faries Financial Management, Inc. CRD 107813 | Wealth Manager · Small ($100M–$1B) | $139M | 90 | 223 | 4 | 02/26/2026 | ☆ | |
| 14790 | Wynwood Capital, Llc CRD 284493 | Investment Adviser · Small ($100M–$1B) | $139M | 1 | 7 | 1 | 03/16/2026 | ☆ | |
| 14791 | Strategic Probability Partners, Llc CRD 174441 | Multi-Family Office · Small ($100M–$1B) | $139M | 8 | 26 | 2 | 03/24/2026 | ☆ | |
| 14792 | Investment & Retirement Advisors, Llc CRD 131741 | Murfreesboro, TN | Insurance-Affiliated · Small ($100M–$1B) | $139M | 202 | 584 | 3 | 01/09/2026 | ☆ |
| 14793 | Cb Capital Advisors, Llc CRD 147242 | New York, NY | Wealth Manager · Small ($100M–$1B) | $139M | 59 | 59 | 2 | 03/13/2026 | ☆ |
| 14794 | Centerstar Asset Management, Llc CRD 289928 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $139M | 3 | 3 | 8 | 03/24/2026 | ☆ |
| 14795 | Centerpiece Wealth Advisor L.L.C. CRD 296956 | Greenwood Village, CO | Wealth Manager · Small ($100M–$1B) | $139M | 75 | 312 | 2 | 07/29/2026 | ☆ |
| 14796 | Tkc Wealth Management Llc CRD 158498 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $139M | 284 | 284 | 6 | 03/23/2026 | ☆ |
| 14797 | Stone Loft Wealth Management Llc CRD 337410 | Wealth Manager · Small ($100M–$1B) | $139M | 28 | 75 | 2 | 03/04/2026 | ☆ | |
| 14798 | Comprehensive Planning Associates, Inc. CRD 115932 | Lebanon, NH | Wealth Manager · Small ($100M–$1B) | $138M | 124 | 359 | 4 | 03/23/2026 | ☆ |
| 14799 | Blueprint Wealth Management Advisors Llc CRD 166264 | Wealth Manager · Small ($100M–$1B) | $138M | 106 | 106 | 1 | 03/31/2026 | ☆ | |
| 14800 | Swp Investment Management Llc CRD 331314 | Independence, OH | Mutual Fund / Asset Manager · Small ($100M–$1B) | $138M | 1 | 1 | 5 | 03/16/2026 | ☆ |