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 |
|---|---|---|---|---|---|---|---|---|---|
| 15401 | Lionsbridge Wealth Management Llc CRD 149019 | Jacksonville Beach, FL | Wealth Manager · Small ($100M–$1B) | $122M | 68 | 189 | 3 | 07/17/2026 | ☆ |
| 15402 | Integrated Wealth Advisors, Llc CRD 314575 | Bellevue, WA | Wealth Manager · Small ($100M–$1B) | $122M | 86 | 288 | 6 | 06/09/2026 | ☆ |
| 15403 | Stewart & Associates, Pllc CRD 159486 | Missoula, MT | Wealth Manager · Small ($100M–$1B) | $122M | 79 | 375 | 2 | 08/21/2026 | ☆ |
| 15404 | Pegasus Financial Group Llc CRD 145127 | Chantilly, VA | Wealth Manager · Small ($100M–$1B) | $122M | 204 | 282 | 4 | 05/18/2026 | ☆ |
| 15405 | Fnex Wealth, Llc CRD 334569 | Indianapolis, IN | Wealth Manager · Small ($100M–$1B) | $122M | 56 | 56 | 2 | 04/01/2026 | ☆ |
| 15406 | Fsc Wealth Advisors, Llc CRD 154382 | Fishkill, NY | Wealth Manager · Small ($100M–$1B) | $122M | 688 | 879 | 5 | 03/30/2026 | ☆ |
| 15407 | Arbor Financial Services, Llc CRD 150713 | Downers Grove, IL | Wealth Manager · Small ($100M–$1B) | $122M | 240 | 381 | 5 | 02/12/2026 | ☆ |
| 15408 | Pacific Coast Investment Advisors, Llc CRD 137963 | West Linn, OR | Wealth Manager · Small ($100M–$1B) | $122M | 108 | 312 | 1 | 03/31/2026 | ☆ |
| 15409 | Bridgeview Capital Advisors, Inc. CRD 6290 | El Dorado Hills, CA | Wealth Manager · Small ($100M–$1B) | $122M | 153 | 427 | 2 | 09/14/2026 | ☆ |
| 15410 | Apex Wealth Advisors Llc CRD 316564 | Wealth Manager · Small ($100M–$1B) | $122M | 223 | 362 | 3 | 06/08/2026 | ☆ | |
| 15411 | Condon Wealth Management, Inc. CRD 128409 | Plymouth, MA | Insurance-Affiliated · Small ($100M–$1B) | $122M | 228 | 494 | 4 | 07/23/2026 | ☆ |
| 15412 | Stan Evans Financial Planning, Llc CRD 164320 | Gallipolis, OH | Wealth Manager · Small ($100M–$1B) | $122M | 665 | 665 | 1 | 02/12/2024 | ☆ |
| 15413 | United Value Capital, Llc CRD 300533 | Wealth Manager · Small ($100M–$1B) | $122M | 8 | 18 | 1 | 09/08/2026 | ☆ | |
| 15414 | Laureate Wealth Management, Llc CRD 172519 | Glen Ellyn, IL | Wealth Manager · Small ($100M–$1B) | $122M | 39 | 117 | 6 | 05/01/2026 | ☆ |
| 15415 | Cjc Wealth Management Llc CRD 325288 | Wealth Manager · Small ($100M–$1B) | $122M | 81 | 835 | 5 | 08/13/2026 | ☆ | |
| 15416 | Kw Wealth Management Llc CRD 298466 | Wealth Manager · Small ($100M–$1B) | $122M | 80 | 211 | 1 | 02/05/2026 | ☆ | |
| 15417 | First Look Capital Management, Llc CRD 173040 | Wealth Manager · Small ($100M–$1B) | $122M | 98 | 266 | 1 | 02/09/2026 | ☆ | |
| 15418 | Portfolio Resources Advisor Group, Inc. CRD 144601 | Coral Gables, FL | Wealth Manager · Small ($100M–$1B) | $122M | 349 | 428 | 17 | 10/17/2025 | ☆ |
| 15419 | Tolley Financial Group, Llc CRD 302115 | Raleigh, NC | Wealth Manager · Small ($100M–$1B) | $122M | 192 | 448 | 1 | 08/11/2026 | ☆ |
| 15420 | Cambrian Asset Management, Inc. CRD 291953 | Mill Valley, CA | Private Fund Manager · Small ($100M–$1B) | $122M | 4 | 4 | 8 | 03/27/2026 | ☆ |
| 15421 | Ascentris, Llc CRD 154814 | Denver, CO | Private Fund Manager · Small ($100M–$1B) | $122M | 3 | 2 | 30 | 03/24/2026 | ☆ |
| 15422 | Lifelong Wealth Management Group, Llc CRD 291661 | Lake Oswego, OR | Wealth Manager · Small ($100M–$1B) | $122M | 187 | 187 | 2 | 06/29/2026 | ☆ |
| 15423 | Traver Financial Consulting Network Pa CRD 139459 | Lakewood Ranch, FL | Wealth Manager · Small ($100M–$1B) | $122M | 54 | 54 | 2 | 09/03/2026 | ☆ |
| 15424 | Commencement Financial Planning Llc CRD 154056 | Wealth Manager · Small ($100M–$1B) | $122M | 46 | 206 | 1 | 03/23/2026 | ☆ | |
| 15425 | Cypress Capital Management, Llc CRD 130401 | Sheridan, WY | Wealth Manager · Small ($100M–$1B) | $122M | 196 | 373 | 4 | 03/04/2026 | ☆ |
| 15426 | Encore Wealth Advisors, Llc CRD 336566 | Morris, MN | Wealth Manager · Small ($100M–$1B) | $122M | 464 | 1,004 | 4 | 04/01/2026 | ☆ |
| 15427 | New Wave Financial Services, Llc CRD 173224 | Wealth Manager · Small ($100M–$1B) | $122M | 69 | 234 | 1 | 02/04/2026 | ☆ | |
| 15428 | Arbalpha Capital, Llc CRD 327158 | Miami, FL | Wealth Manager · Small ($100M–$1B) | $122M | 4 | 2 | 03/27/2026 | ☆ | |
| 15429 | Boston Portfolio Advisers, Llc CRD 172374 | Boston, MA | Wealth Manager · Small ($100M–$1B) | $122M | 145 | 383 | 3 | 07/13/2026 | ☆ |
| 15430 | Blue Haven Capital, Llc CRD 141738 | Geneva, IL | Wealth Manager · Small ($100M–$1B) | $122M | 206 | 376 | 2 | 03/27/2026 | ☆ |
| 15431 | Twin Rivers Wealth Management Llc CRD 305773 | Sacramento, CA | Wealth Manager · Small ($100M–$1B) | $122M | 274 | 700 | 5 | 08/26/2026 | ☆ |
| 15432 | Bancaribe Capital Llc CRD 325521 | Miami, FL | Investment Adviser · Small ($100M–$1B) | $121M | 85 | 85 | 5 | 07/22/2026 | ☆ |
| 15433 | Gira & Gira Investment Advisors Llc CRD 167813 | Harrisonburg, VA | Wealth Manager · Small ($100M–$1B) | $121M | 185 | 397 | 2 | 04/16/2026 | ☆ |
| 15434 | Regal Advisory Services, Inc. CRD 123842 | Glenview, IL | Wealth Manager · Small ($100M–$1B) | $121M | 274 | 274 | 25 | 07/31/2026 | ☆ |
| 15435 | Pathfinder Wealth Management, Inc. CRD 122768 | Rockford, IL | Insurance-Affiliated · Small ($100M–$1B) | $121M | 142 | 145 | 5 | 03/13/2026 | ☆ |
| 15436 | Wealth Script Advisors Llc CRD 334760 | San Francisco, CA | Wealth Manager · Small ($100M–$1B) | $121M | 51 | 187 | 2 | 08/17/2026 | ☆ |
| 15437 | Matrix Planning Inc CRD 110812 | Santa Monica, CA | Wealth Manager · Small ($100M–$1B) | $121M | 17 | 82 | 4 | 04/01/2026 | ☆ |
| 15438 | Connective Portfolio Management, Llc CRD 297755 | New York, NY | Investment Adviser · Small ($100M–$1B) | $121M | 14 | 14 | 2 | 08/18/2026 | ☆ |
| 15439 | Alder Point Capital Management Llc CRD 337839 | Lafayette, CO | Private Fund Manager · Small ($100M–$1B) | $121M | 3 | 3 | 6 | 05/15/2026 | ☆ |
| 15440 | Wealth Planning Asset Management Limited Liability Company CRD 279034 | Bedminster, NJ | Wealth Manager · Small ($100M–$1B) | $121M | 224 | 224 | 4 | 09/01/2026 | ☆ |
| 15441 | N CRD 299174 | Wealth Manager · Small ($100M–$1B) | $121M | 127 | 403 | 3 | 04/16/2025 | ☆ | |
| 15442 | Strickland Davis Advisors Llc CRD 126538 | Marietta, GA | Wealth Manager · Small ($100M–$1B) | $121M | 93 | 203 | 3 | 09/17/2026 | ☆ |
| 15443 | Encompass Advisory Services, Llc CRD 283574 | Katy, TX | Insurance-Affiliated · Small ($100M–$1B) | $121M | 433 | 1,007 | 14 | 09/17/2026 | ☆ |
| 15444 | 4 Sight Wealth Advisors Llc CRD 286127 | Skokie, IL | Multi-Family Office · Small ($100M–$1B) | $121M | 7 | 79 | 1 | 05/26/2026 | ☆ |
| 15445 | Life Strategies, Inc. CRD 167732 | Cardiff, CA | Insurance-Affiliated · Small ($100M–$1B) | $121M | 115 | 269 | 2 | 08/21/2026 | ☆ |
| 15446 | Arrow Wealth Advisors, Inc. CRD 290853 | Lynchburg, VA | Wealth Manager · Small ($100M–$1B) | $121M | 198 | 516 | 2 | 08/28/2026 | ☆ |
| 15447 | Genesis Advisors, Llc CRD 151976 | Fishers, IN | Wealth Manager · Small ($100M–$1B) | $121M | 132 | 364 | 4 | 02/06/2026 | ☆ |
| 15448 | Allen Financial Management, Llc CRD 153511 | Oxford, MI | Wealth Manager · Small ($100M–$1B) | $121M | 288 | 536 | 1 | 03/04/2026 | ☆ |
| 15449 | Roc Partners (Us) Llc CRD 333044 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $121M | 7 | 7 | 1 | 09/25/2026 | ☆ |
| 15450 | Gudorf Financial Group, Llc CRD 339836 | Dayton, OH | Wealth Manager · Small ($100M–$1B) | $121M | 103 | 242 | 4 | 08/21/2026 | ☆ |