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 |
|---|---|---|---|---|---|---|---|---|---|
| 15451 | Greensview Wealth Management Llc CRD 297321 | Franklin, TN | Insurance-Affiliated · Small ($100M–$1B) | $121M | 178 | 373 | 5 | 01/04/2024 | ☆ |
| 15452 | Resnick Wealth Alliance, Llc CRD 316188 | Palm Beach Gardens, FL | Wealth Manager · Small ($100M–$1B) | $121M | 62 | 110 | 2 | 05/28/2026 | ☆ |
| 15453 | West Financial Strategies, Inc. CRD 118241 | Sanford, NC | Wealth Manager · Small ($100M–$1B) | $121M | 140 | 318 | 3 | 05/08/2026 | ☆ |
| 15454 | N CRD 289567 | Wealth Manager · Small ($100M–$1B) | $121M | 292 | 938 | 2 | 04/29/2025 | ☆ | |
| 15455 | Wellington Capital Management, Inc. CRD 130131 | Wealth Manager · Small ($100M–$1B) | $121M | 70 | 212 | 1 | 03/31/2026 | ☆ | |
| 15456 | Jbglobal.Com Llc CRD 119111 | New York, NY | Wealth Manager · Small ($100M–$1B) | $121M | 50 | 185 | 1 | 01/10/2026 | ☆ |
| 15457 | Crescendo Wealth Group Llc CRD 333264 | Insurance-Affiliated · Small ($100M–$1B) | $121M | 67 | 67 | 2 | 03/03/2026 | ☆ | |
| 15458 | Symmetry Wealth Management, Llc CRD 297002 | Mount Prospect, IL | Wealth Manager · Small ($100M–$1B) | $121M | 67 | 300 | 2 | 05/14/2026 | ☆ |
| 15459 | N CRD 116062 | Wealth Manager · Small ($100M–$1B) | $121M | 269 | 466 | 4 | 05/12/2025 | ☆ | |
| 15460 | Craft Asset Management Llc CRD 289557 | Tampa, FL | Insurance-Affiliated · Small ($100M–$1B) | $121M | 224 | 478 | 8 | 09/02/2026 | ☆ |
| 15461 | Doucet Asset Management, Llc CRD 141546 | New Orleans, LA | Investment Adviser · Small ($100M–$1B) | $121M | 48 | 48 | 2 | 03/19/2026 | ☆ |
| 15462 | Epic Wealth Management, Llc CRD 297643 | Oklahoma City, OK | Wealth Manager · Small ($100M–$1B) | $121M | 153 | 406 | 5 | 03/13/2026 | ☆ |
| 15463 | Women's Wealth Advisor CRD 317291 | Chester, NJ | Insurance-Affiliated · Small ($100M–$1B) | $121M | 317 | 802 | 12 | 04/24/2026 | ☆ |
| 15464 | Van Winkle Wealth Management Group Llc CRD 134813 | Newark, OH | Wealth Manager · Small ($100M–$1B) | $121M | 392 | 792 | 1 | 06/29/2026 | ☆ |
| 15465 | Montchanin Asset Management, Llc CRD 304367 | Montchanin, DE | Wealth Manager · Small ($100M–$1B) | $121M | 60 | 100 | 2 | 03/31/2026 | ☆ |
| 15466 | Emerald Asset Management, Inc. CRD 174691 | Rocky Mount, NC | Wealth Manager · Small ($100M–$1B) | $121M | 170 | 424 | 2 | 03/10/2026 | ☆ |
| 15467 | Williams And Schiller Wealth Management, Llc CRD 143049 | Sandpoint, ID | Wealth Manager · Small ($100M–$1B) | $121M | 104 | 271 | 2 | 03/12/2026 | ☆ |
| 15468 | Wright Cove Capital, Llc CRD 307252 | Portland, ME | Wealth Manager · Small ($100M–$1B) | $121M | 41 | 82 | 2 | 01/26/2026 | ☆ |
| 15469 | Future Bright, Llc CRD 177521 | Wealth Manager · Small ($100M–$1B) | $121M | 401 | 719 | 4 | 09/04/2026 | ☆ | |
| 15470 | Weber Contracting, Llc CRD 133181 | Chanhassen, MN | Wealth Manager · Small ($100M–$1B) | $121M | 50 | 189 | 2 | 07/07/2026 | ☆ |
| 15471 | Kevin E. Vandenberg, Llc CRD 173687 | Wealth Manager · Small ($100M–$1B) | $121M | 123 | 326 | 2 | 03/29/2026 | ☆ | |
| 15472 | Leder Fiduciary Capital Llc CRD 285490 | Bellaire, TX | Wealth Manager · Small ($100M–$1B) | $121M | 31 | 143 | 1 | 04/22/2026 | ☆ |
| 15473 | 10 Elms Llp CRD 323398 | Tulsa, OK | Wealth Manager · Small ($100M–$1B) | $121M | 37 | 182 | 5 | 03/31/2026 | ☆ |
| 15474 | Quantum Leap Capital, Llc CRD 165310 | South Burlington, VT | Wealth Manager · Small ($100M–$1B) | $121M | 333 | 575 | 5 | 04/29/2026 | ☆ |
| 15475 | Lotus Asset Management Limited Liability Company CRD 277030 | Wealth Manager · Small ($100M–$1B) | $121M | 117 | 752 | 1 | 09/09/2026 | ☆ | |
| 15476 | Ironhorse Capital Llc CRD 148572 | Nashville, TN | Mutual Fund / Asset Manager · Small ($100M–$1B) | $121M | 1 | 1 | 2 | 01/30/2026 | ☆ |
| 15477 | Tweet Management Services, Inc. CRD 156730 | La Mesa, CA | Wealth Manager · Small ($100M–$1B) | $121M | 168 | 665 | 1 | 04/14/2026 | ☆ |
| 15478 | Hanover Strategic Management, Llc CRD 139908 | Wellesley, MA | Wealth Manager · Small ($100M–$1B) | $120M | 43 | 60 | 3 | 01/30/2026 | ☆ |
| 15479 | Back Bay Financial Planning & Investments, Llc CRD 335236 | Bethany Beach, DE | Wealth Manager · Small ($100M–$1B) | $120M | 94 | 286 | 4 | 08/31/2026 | ☆ |
| 15480 | Trott Brook Financial, Inc. CRD 290962 | Anoka, MN | Wealth Manager · Small ($100M–$1B) | $120M | 155 | 389 | 3 | 04/23/2026 | ☆ |
| 15481 | Advanced Planning Advisors Group Inc. CRD 313101 | Naperville, IL | Insurance-Affiliated · Small ($100M–$1B) | $120M | 227 | 638 | 2 | 08/11/2026 | ☆ |
| 15482 | Fullerton Advisors, Llc CRD 148880 | Danville, CA | Wealth Manager · Small ($100M–$1B) | $120M | 71 | 258 | 1 | 01/28/2026 | ☆ |
| 15483 | Thiel Investment Management Company, Llc CRD 282631 | Wealth Manager · Small ($100M–$1B) | $120M | 72 | 180 | 2 | 04/22/2026 | ☆ | |
| 15484 | Dachtler Wealth Advisors, Llc CRD 335863 | Folsom, CA | Wealth Manager · Small ($100M–$1B) | $120M | 198 | 387 | 4 | 03/11/2026 | ☆ |
| 15485 | Goldberg Financial Advisors, Llc CRD 158147 | El Segundo, CA | Wealth Manager · Small ($100M–$1B) | $120M | 60 | 236 | 1 | 04/28/2026 | ☆ |
| 15486 | Childress & Co Llc CRD 341213 | Private Fund Manager · Small ($100M–$1B) | $120M | 19 | 54 | 2 | 08/23/2026 | ☆ | |
| 15487 | Stonefield Investment Advisory, Inc. CRD 113802 | Cedar Rapids, IA | Wealth Manager · Small ($100M–$1B) | $120M | 184 | 386 | 2 | 01/27/2026 | ☆ |
| 15488 | Western Reserve Capital Management, Llc CRD 329811 | Hudson, OH | Wealth Manager · Small ($100M–$1B) | $120M | 101 | 270 | 2 | 01/09/2026 | ☆ |
| 15489 | Weber Capital Management Llc CRD 109624 | Private Fund Manager · Small ($100M–$1B) | $120M | 3 | 4 | 1 | 04/30/2026 | ☆ | |
| 15490 | Worcester County Fiduciary Advisors Inc CRD 106653 | Worcester, MA | Wealth Manager · Small ($100M–$1B) | $120M | 201 | 206 | 3 | 04/10/2026 | ☆ |
| 15491 | Davivienda Investment Advisor Usa Llc CRD 319755 | Miami, FL | Investment Adviser · Small ($100M–$1B) | $120M | 361 | 361 | 8 | 06/10/2026 | ☆ |
| 15492 | American Wealth Advisors, Llc CRD 145791 | Johns Creek, GA | Wealth Manager · Small ($100M–$1B) | $120M | 109 | 321 | 3 | 08/17/2026 | ☆ |
| 15493 | Mile Wealth Management Llc CRD 288519 | Irvine, CA | Wealth Manager · Small ($100M–$1B) | $120M | 63 | 211 | 1 | 03/31/2026 | ☆ |
| 15494 | Abens Financial Services Inc CRD 106604 | Edina, MN | Wealth Manager · Small ($100M–$1B) | $120M | 98 | 98 | 3 | 03/23/2026 | ☆ |
| 15495 | Hinsdale Associates, Inc. CRD 108293 | Hinsdale, IL | Insurance-Affiliated · Small ($100M–$1B) | $120M | 155 | 137 | 2 | 02/26/2026 | ☆ |
| 15496 | Sasser Investment Management, Inc. CRD 110886 | Berkeley, CA | Wealth Manager · Small ($100M–$1B) | $120M | 119 | 119 | 3 | 04/01/2026 | ☆ |
| 15497 | Summit Wealth Management Llc CRD 226722 | Akron, OH | Wealth Manager · Small ($100M–$1B) | $120M | 198 | 510 | 3 | 05/04/2026 | ☆ |
| 15498 | Marathon Partners Equity Management, Llc CRD 161095 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $120M | 2 | 2 | 3 | 06/16/2026 | ☆ |
| 15499 | Newport Asia Llc CRD 118682 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $120M | 4 | 4 | 9 | 06/09/2026 | ☆ |
| 15500 | Glazer Capital Management, Llc CRD 139403 | Richardson, TX | Wealth Manager · Small ($100M–$1B) | $120M | 377 | 384 | 5 | 07/07/2026 | ☆ |