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 |
|---|---|---|---|---|---|---|---|---|---|
| 15051 | Lmpg Wealth Advisors, Llc CRD 328251 | Miami, FL | Wealth Manager · Small ($100M–$1B) | $132M | 58 | 135 | 3 | 03/30/2026 | ☆ |
| 15052 | The Breit Group, Llc CRD 335020 | Wrightsville Beach, NC | Institutional / Pension Advisor · Small ($100M–$1B) | $132M | 82 | 146 | 3 | 03/25/2026 | ☆ |
| 15053 | Euclidean Technologies Management, Llc CRD 159018 | Seattle, WA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $132M | 1 | 1 | 1 | 03/02/2026 | ☆ |
| 15054 | Awr Investment Management, Llc CRD 118538 | San Rafael, CA | Wealth Manager · Small ($100M–$1B) | $132M | 54 | 172 | 2 | 03/19/2026 | ☆ |
| 15055 | Benchmark Financial, Llc CRD 297443 | Wilmington, DE | Wealth Manager · Small ($100M–$1B) | $132M | 90 | 348 | 3 | 01/08/2026 | ☆ |
| 15056 | Imprint Wealth Llc CRD 322130 | Mount Pleasant, SC | Wealth Manager · Small ($100M–$1B) | $132M | 77 | 373 | 7 | 03/31/2026 | ☆ |
| 15057 | 1 St Discount Brokerage, Inc. CRD 39164 | Lake Worth, FL | Broker-Dealer (Dually Registered) · Small ($100M–$1B) | $131M | 219 | 352 | 8 | 03/31/2026 | ☆ |
| 15058 | Uplevel Wealth Llc CRD 312641 | Portland, OR | Wealth Manager · Small ($100M–$1B) | $131M | 44 | 220 | 2 | 08/31/2026 | ☆ |
| 15059 | Linx Partners, Llc CRD 158607 | Atlanta, GA | Private Fund Manager · Small ($100M–$1B) | $131M | 7 | 7 | 4 | 07/13/2026 | ☆ |
| 15060 | Warm Springs Advisors Inc. CRD 306501 | Larkspur, CA | Wealth Manager · Small ($100M–$1B) | $131M | 15 | 47 | 3 | 02/13/2026 | ☆ |
| 15061 | Middleton & Company CRD 284996 | Vancouver, WA | Wealth Manager · Small ($100M–$1B) | $131M | 115 | 388 | 4 | 04/24/2026 | ☆ |
| 15062 | Conscious Capital Wealth Management, Llc CRD 174670 | Tampa, FL | Insurance-Affiliated · Small ($100M–$1B) | $131M | 207 | 566 | 5 | 05/07/2026 | ☆ |
| 15063 | Layline Advisors, Llc CRD 285136 | Rochester, NY | Wealth Manager · Small ($100M–$1B) | $131M | 121 | 418 | 4 | 01/09/2026 | ☆ |
| 15064 | Seattle Wealth Management Llc CRD 285877 | Seattle, WA | Wealth Manager · Small ($100M–$1B) | $131M | 100 | 296 | 2 | 01/14/2026 | ☆ |
| 15065 | Sheeley & Partners Wealth Management, Llc CRD 109013 | Providence, RI | Wealth Manager · Small ($100M–$1B) | $131M | 79 | 82 | 3 | 03/24/2026 | ☆ |
| 15066 | Brightscape Investment Centers,Inc. CRD 129597 | Scottsdale, AZ | Wealth Manager · Small ($100M–$1B) | $131M | 128 | 392 | 3 | 03/31/2026 | ☆ |
| 15067 | Nexpoint Advisors, L.P. CRD 163564 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $131M | 4 | 4 | 67 | 03/31/2026 | ☆ |
| 15068 | Stawnychy Financial Services, Inc. CRD 128859 | Kinnelon, NJ | Insurance-Affiliated · Small ($100M–$1B) | $131M | 121 | 306 | 4 | 03/30/2026 | ☆ |
| 15069 | White Hawk Wealth Management, Inc. CRD 341034 | Broomfield, CO | Wealth Manager · Small ($100M–$1B) | $131M | 153 | 482 | 2 | 08/06/2026 | ☆ |
| 15070 | Sterling Bridge Financial Group Llc CRD 304409 | Palm Harbor, FL | Wealth Manager · Small ($100M–$1B) | $131M | 827 | 776 | 8 | 03/20/2026 | ☆ |
| 15071 | Frisco Financial Planning Llc CRD 132585 | Wealth Manager · Small ($100M–$1B) | $131M | 50 | 222 | 1 | 07/14/2026 | ☆ | |
| 15072 | N CRD 287807 | Mutual Fund / Asset Manager · Small ($100M–$1B) | $131M | 1 | 1 | 2 | 03/24/2025 | ☆ | |
| 15073 | Ronin Equity Partners Llc CRD 310679 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $131M | 7 | 7 | 5 | 03/25/2026 | ☆ |
| 15074 | Kerr Financial Planning Corporation CRD 277142 | Insurance-Affiliated · Small ($100M–$1B) | $131M | 550 | 904 | 3 | 09/16/2026 | ☆ | |
| 15075 | Bison Wealth Management, Llc CRD 340724 | Lyndhurst, OH | Wealth Manager · Small ($100M–$1B) | $131M | 160 | 468 | 4 | 09/18/2026 | ☆ |
| 15076 | Purpose Comprehensive Wealth Management, Llc CRD 312022 | Wealth Manager · Small ($100M–$1B) | $131M | 141 | 526 | 7 | 06/13/2025 | ☆ | |
| 15077 | Steeloaks Investment Advisers, Inc. CRD 108197 | Weirton, WV | Investment Adviser · Small ($100M–$1B) | $131M | 285 | 288 | 2 | 03/27/2026 | ☆ |
| 15078 | Warren Capital Management, Inc. CRD 137449 | Charleston, SC | Wealth Manager · Small ($100M–$1B) | $131M | 188 | 428 | 3 | 06/11/2026 | ☆ |
| 15079 | Family Wealth Partners Llc CRD 304935 | Medford, NJ | Insurance-Affiliated · Small ($100M–$1B) | $131M | 222 | 560 | 2 | 07/06/2026 | ☆ |
| 15080 | Crescent City Retirement Group, Llc CRD 146666 | Metairie, LA | Wealth Manager · Small ($100M–$1B) | $131M | 933 | 933 | 12 | 04/28/2026 | ☆ |
| 15081 | Man Capital Management Llc CRD 146110 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $131M | 1 | 1 | 13 | 07/30/2026 | ☆ |
| 15082 | Dmk Advisor Group, Inc. CRD 41067 | Lutz, FL | Insurance-Affiliated · Small ($100M–$1B) | $131M | 515 | 779 | 38 | 10/02/2026 | ☆ |
| 15083 | Brave New Wealth, Llc CRD 336030 | Westlake Village, CA | Wealth Manager · Small ($100M–$1B) | $131M | 20 | 114 | 4 | 09/22/2026 | ☆ |
| 15084 | Open Source Investments, Llc CRD 287501 | Wealth Manager · Small ($100M–$1B) | $131M | 239 | 612 | 2 | 03/20/2026 | ☆ | |
| 15085 | Weinstat Wealth Management, Inc. CRD 125626 | Wealth Manager · Small ($100M–$1B) | $131M | 35 | 35 | 1 | 04/02/2026 | ☆ | |
| 15086 | First Growth Capital Llc CRD 305958 | Wealth Manager · Small ($100M–$1B) | $131M | 67 | 67 | 4 | 03/17/2026 | ☆ | |
| 15087 | Mench Financial Inc CRD 106689 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $131M | 183 | 183 | 4 | 03/27/2026 | ☆ |
| 15088 | Lincoln Douglas Investments, Llc CRD 155578 | Mount Vernon, OH | Insurance-Affiliated · Small ($100M–$1B) | $131M | 246 | 246 | 27 | 03/24/2026 | ☆ |
| 15089 | N CRD 150415 | Wealth Manager · Small ($100M–$1B) | $131M | 1,230 | 1,687 | 3 | 07/22/2025 | ☆ | |
| 15090 | Agemy Wealth Advisors, Llc CRD 218512 | Denver, CO | Wealth Manager · Small ($100M–$1B) | $131M | 404 | 817 | 6 | 09/03/2026 | ☆ |
| 15091 | Jcn Financial & Tax Advisory Group, Llc CRD 174358 | Baton Rouge, LA | Wealth Manager · Small ($100M–$1B) | $130M | 263 | 702 | 7 | 06/09/2026 | ☆ |
| 15092 | Equilibria Wealth Management, Llc CRD 311785 | Katy, TX | Wealth Manager · Small ($100M–$1B) | $130M | 116 | 205 | 3 | 03/06/2026 | ☆ |
| 15093 | Sartorial Wealth Inc. CRD 329971 | Mississauga, Ontario | Wealth Manager · Small ($100M–$1B) | $130M | 299 | 299 | 8 | 06/25/2026 | ☆ |
| 15094 | Messmer Capital Advisors Llc CRD 305387 | Milford, OH | Wealth Manager · Small ($100M–$1B) | $130M | 218 | 593 | 4 | 09/14/2026 | ☆ |
| 15095 | Altamira Financial Group, Llc CRD 316907 | Santa Fe, NM | Wealth Manager · Small ($100M–$1B) | $130M | 115 | 210 | 3 | 03/27/2026 | ☆ |
| 15096 | The Sherry Group, Inc. CRD 146271 | Mountain Home, AR | Wealth Manager · Small ($100M–$1B) | $130M | 203 | 469 | 6 | 01/22/2026 | ☆ |
| 15097 | Jones Fiduciary Wealth Management Llc CRD 311956 | Wealth Manager · Small ($100M–$1B) | $130M | 65 | 65 | 1 | 08/21/2026 | ☆ | |
| 15098 | Peakvalley Wealth, Llc CRD 165542 | Roanoke, VA | Wealth Manager · Small ($100M–$1B) | $130M | 169 | 481 | 4 | 02/09/2026 | ☆ |
| 15099 | Alliance Of Wealth Advisors, Llc CRD 164428 | Rapid City, SD | Insurance-Affiliated · Small ($100M–$1B) | $130M | 152 | 322 | 1 | 03/09/2026 | ☆ |
| 15100 | Arbus Capital Management, Llc CRD 148709 | Wealth Manager · Small ($100M–$1B) | $130M | 30 | 175 | 2 | 06/09/2026 | ☆ |