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 |
|---|---|---|---|---|---|---|---|---|---|
| 14951 | Atlantic Union Municipal Advisors, Inc CRD 329425 | Glen Allen, VA | Investment Adviser · Small ($100M–$1B) | $134M | 1 | 4 | 05/26/2026 | ☆ | |
| 14952 | Allstreet Wealth Llc CRD 309689 | Wealth Manager · Small ($100M–$1B) | $134M | 143 | 523 | 4 | 09/14/2026 | ☆ | |
| 14953 | Bluelist Partners, Llc CRD 304568 | Occoquan, VA | Wealth Manager · Small ($100M–$1B) | $134M | 86 | 84 | 1 | 03/13/2026 | ☆ |
| 14954 | Epic Advisory Services Corp CRD 176526 | Boca Raton, FL | Wealth Manager · Small ($100M–$1B) | $134M | 179 | 179 | 23 | 05/22/2026 | ☆ |
| 14955 | Cim Capital Sa Management, Llc CRD 306166 | Los Angeles, CA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $134M | 1 | 1 | 160 | 09/02/2026 | ☆ |
| 14956 | Harbinger Capital Partners Llc CRD 160538 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $134M | 16 | 14 | 1 | 03/25/2025 | ☆ |
| 14957 | Wave Wealth Management, Llc CRD 285079 | Frisco, TX | Wealth Manager · Small ($100M–$1B) | $134M | 62 | 447 | 2 | 02/23/2026 | ☆ |
| 14958 | S & D Financial, L.L.C. CRD 332415 | San Antonio, TX | Wealth Manager · Small ($100M–$1B) | $134M | 302 | 588 | 15 | 05/11/2026 | ☆ |
| 14959 | Equilibrium Ventures, Llc CRD 309164 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $134M | 8 | 8 | 6 | 03/26/2026 | ☆ |
| 14960 | Heximer Investment Management Inc. CRD 105344 | Wealth Manager · Small ($100M–$1B) | $134M | 116 | 338 | 3 | 03/11/2026 | ☆ | |
| 14961 | Sound Financial Management, Inc. CRD 122670 | Raleigh, NC | Wealth Manager · Small ($100M–$1B) | $134M | 180 | 440 | 2 | 03/04/2026 | ☆ |
| 14962 | Summer Street Capital Partners, Llc CRD 161009 | Private Fund Manager · Small ($100M–$1B) | $134M | 2 | 2 | 7 | 03/30/2026 | ☆ | |
| 14963 | Murray Financial Services, Inc CRD 176528 | Chico, CA | Wealth Manager · Small ($100M–$1B) | $134M | 132 | 269 | 3 | 03/26/2026 | ☆ |
| 14964 | Charter Private Capital Management, Llc CRD 155417 | Grand Rapids, MI | Private Fund Manager · Small ($100M–$1B) | $134M | 16 | 16 | 1 | 03/31/2026 | ☆ |
| 14965 | Tumolo Wealth Management Llc CRD 330567 | East Lyme, CT | Wealth Manager · Small ($100M–$1B) | $134M | 449 | 639 | 7 | 07/20/2026 | ☆ |
| 14966 | South Georgia Capital, Llc CRD 146765 | Naperville, IL | Wealth Manager · Small ($100M–$1B) | $134M | 148 | 251 | 4 | 03/26/2026 | ☆ |
| 14967 | Trio Wealth Management, Llc CRD 328042 | Great Falls, VA | Wealth Manager · Small ($100M–$1B) | $134M | 87 | 338 | 4 | 09/29/2026 | ☆ |
| 14968 | N CRD 105606 | Wealth Manager · Small ($100M–$1B) | $134M | 19 | 19 | 4 | 03/31/2025 | ☆ | |
| 14969 | Lewis Financial, Llc CRD 170324 | San Luis Obispo, CA | Wealth Manager · Small ($100M–$1B) | $134M | 255 | 255 | 3 | 02/25/2026 | ☆ |
| 14970 | Blkbrd Asset Management Lp CRD 329262 | Old Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $134M | 3 | 3 | 8 | 03/31/2026 | ☆ |
| 14971 | Hudson Oak Wealth Advisory Llc CRD 300218 | Hoboken, NJ | Wealth Manager · Small ($100M–$1B) | $134M | 56 | 239 | 1 | 03/30/2026 | ☆ |
| 14972 | Gw Financial, Inc. CRD 110478 | Reno, NV | Wealth Manager · Small ($100M–$1B) | $134M | 93 | 266 | 3 | 04/01/2026 | ☆ |
| 14973 | Gibson Financial Solutions, Inc. CRD 117831 | Ellsworth, ME | Wealth Manager · Small ($100M–$1B) | $134M | 153 | 433 | 2 | 03/11/2026 | ☆ |
| 14974 | Arete Wealth Strategists, Llc CRD 167297 | Brisbane | Wealth Manager · Small ($100M–$1B) | $134M | 98 | 331 | 2 | 03/30/2026 | ☆ |
| 14975 | Panorama Wealth Advisors CRD 324199 | Greenwood Village, CO | Wealth Manager · Small ($100M–$1B) | $134M | 200 | 541 | 3 | 03/31/2026 | ☆ |
| 14976 | Dbd Retirement And Financial Services, Llc CRD 328239 | Wealth Manager · Small ($100M–$1B) | $134M | 21 | 37 | 1 | 09/28/2026 | ☆ | |
| 14977 | Anderson Griggs & Company, Inc. CRD 110313 | Rock Hill, SC | Wealth Manager · Small ($100M–$1B) | $134M | 170 | 331 | 3 | 01/21/2026 | ☆ |
| 14978 | Lasalle Investment Advisors, Inc. CRD 109303 | Pewaukee, WI | Insurance-Affiliated · Small ($100M–$1B) | $134M | 233 | 233 | 5 | 03/31/2026 | ☆ |
| 14979 | Garhwal, Chan & Williams Inc. CRD 125484 | San Francisco, CA | Wealth Manager · Small ($100M–$1B) | $134M | 28 | 75 | 2 | 01/26/2026 | ☆ |
| 14980 | N CRD 153520 | Wealth Manager · Small ($100M–$1B) | $134M | 115 | 328 | 3 | 03/19/2025 | ☆ | |
| 14981 | Loyd Financial Management Inc. CRD 112236 | Centennial, CO | Wealth Manager · Small ($100M–$1B) | $134M | 149 | 493 | 2 | 02/26/2026 | ☆ |
| 14982 | Argo Infrastructure Management, Lp CRD 335508 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $134M | 1 | 1 | 17 | 04/08/2026 | ☆ |
| 14983 | Rechter Wealth Management, Llc CRD 125254 | Wealth Manager · Small ($100M–$1B) | $134M | 57 | 180 | 2 | 04/15/2026 | ☆ | |
| 14984 | Bislett Management, Llc CRD 162778 | Private Fund Manager · Small ($100M–$1B) | $133M | 1 | 1 | 1 | 03/11/2026 | ☆ | |
| 14985 | Elm Capital Management Llc CRD 294012 | Pittsburgh, PA | Wealth Manager · Small ($100M–$1B) | $133M | 564 | 564 | 6 | 02/24/2026 | ☆ |
| 14986 | Blue Jean Financial Llc CRD 331138 | Albany, NY | Wealth Manager · Small ($100M–$1B) | $133M | 385 | 891 | 14 | 05/21/2026 | ☆ |
| 14987 | V. M. Manning & Co., Inc. CRD 2655 | Greenville, SC | Wealth Manager · Small ($100M–$1B) | $133M | 75 | 75 | 3 | 02/26/2026 | ☆ |
| 14988 | Courant Investment Management Llc CRD 153865 | Private Fund Manager · Small ($100M–$1B) | $133M | 1 | 1 | 1 | 03/09/2026 | ☆ | |
| 14989 | Hayes Wealth Advisors, Llc CRD 299807 | Wealth Manager · Small ($100M–$1B) | $133M | 192 | 668 | 3 | 04/24/2026 | ☆ | |
| 14990 | Lifecapital Partners Llc CRD 337455 | New York, NY | Wealth Manager · Small ($100M–$1B) | $133M | 297 | 469 | 4 | 03/11/2026 | ☆ |
| 14991 | Double Eagle Capital Management Lp CRD 135522 | Southlake, TX | Private Fund Manager · Small ($100M–$1B) | $133M | 3 | 3 | 2 | 03/19/2026 | ☆ |
| 14992 | Jacobs Equity CRD 147725 | Draper, UT | Wealth Manager · Small ($100M–$1B) | $133M | 141 | 141 | 3 | 04/01/2026 | ☆ |
| 14993 | Kanos Capital Management, Llc CRD 128395 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $133M | 37 | 116 | 3 | 04/17/2026 | ☆ |
| 14994 | Acadia Legacy Group, Llc CRD 291481 | Clive, IA | Wealth Manager · Small ($100M–$1B) | $133M | 45 | 191 | 4 | 03/16/2026 | ☆ |
| 14995 | Quantify Chaos Advisors, Llc CRD 328864 | Mutual Fund / Asset Manager · Small ($100M–$1B) | $133M | 34 | 71 | 4 | 09/30/2026 | ☆ | |
| 14996 | Laurelhurst Asset Management Llc CRD 306141 | Portland, OR | Wealth Manager · Small ($100M–$1B) | $133M | 28 | 35 | 1 | 09/17/2026 | ☆ |
| 14997 | The Hajdari Group, Llc CRD 289331 | Staten Island, NY | Wealth Manager · Small ($100M–$1B) | $133M | 254 | 457 | 2 | 03/20/2026 | ☆ |
| 14998 | Blackgold Capital Management Lp CRD 139804 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $133M | 7 | 8 | 4 | 04/10/2026 | ☆ |
| 14999 | Family Financial Group CRD 152609 | West Monroe, LA | Insurance-Affiliated · Small ($100M–$1B) | $133M | 500 | 713 | 5 | 03/02/2026 | ☆ |
| 15000 | Grimaldi Portfolio Solutions, Inc CRD 106199 | Wappingers Falls, NY | Insurance-Affiliated · Small ($100M–$1B) | $133M | 300 | 300 | 4 | 03/19/2026 | ☆ |