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 |
|---|---|---|---|---|---|---|---|---|---|
| 15601 | Hunt Investment Management, Llc CRD 151744 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $118M | 3 | 3 | 22 | 04/09/2026 | ☆ |
| 15602 | Fournorth Capital Llc CRD 340927 | West Conshohocken, PA | Private Fund Manager · Small ($100M–$1B) | $118M | 1 | 1 | 3 | 07/29/2026 | ☆ |
| 15603 | Wealth Engineers, Llc CRD 168578 | Denver, CO | Wealth Manager · Small ($100M–$1B) | $118M | 54 | 208 | 2 | 02/02/2026 | ☆ |
| 15604 | Kinnamon & Associates Ltd Ii CRD 106701 | Barrington, IL | Insurance-Affiliated · Small ($100M–$1B) | $118M | 131 | 396 | 7 | 04/10/2026 | ☆ |
| 15605 | Curat Global Llc CRD 296180 | Wealth Manager · Small ($100M–$1B) | $118M | 14 | 14 | 1 | 01/22/2026 | ☆ | |
| 15606 | Willamette Financial Advisors, Llc CRD 173482 | Portland, OR | Insurance-Affiliated · Small ($100M–$1B) | $117M | 201 | 488 | 3 | 02/04/2026 | ☆ |
| 15607 | Ciro Capital Llc CRD 329576 | Jersey City, NJ | Wealth Manager · Small ($100M–$1B) | $117M | 88 | 268 | 2 | 05/07/2026 | ☆ |
| 15608 | N CRD 286379 | Wealth Manager · Small ($100M–$1B) | $117M | 207 | 519 | 6 | 05/07/2025 | ☆ | |
| 15609 | Albert Bridge Capital Management Lp CRD 326763 | Private Fund Manager · Small ($100M–$1B) | $117M | 2 | 2 | 2 | 03/31/2026 | ☆ | |
| 15610 | Fairway Asset Management, Llc CRD 146636 | Omaha, NE | Insurance-Affiliated · Small ($100M–$1B) | $117M | 83 | 83 | 4 | 03/30/2026 | ☆ |
| 15611 | Trail Financial Planning Llc CRD 165063 | Bellingham, WA | Wealth Manager · Small ($100M–$1B) | $117M | 157 | 606 | 4 | 03/11/2026 | ☆ |
| 15612 | L.J. Brey, Inc. CRD 113996 | Wealth Manager · Small ($100M–$1B) | $117M | 61 | 257 | 1 | 03/04/2026 | ☆ | |
| 15613 | Integra Wealth Advisors, Llc CRD 156216 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $117M | 58 | 185 | 3 | 08/10/2026 | ☆ |
| 15614 | Covalent Partners Llc CRD 140494 | Concord, MA | Private Fund Manager · Small ($100M–$1B) | $117M | 2 | 2 | 4 | 03/30/2026 | ☆ |
| 15615 | Buckram Securities Ltd CRD 126976 | Locust Valley, NY | Insurance-Affiliated · Small ($100M–$1B) | $117M | 173 | 173 | 3 | 02/25/2026 | ☆ |
| 15616 | Mckinley Financial Advisors Inc CRD 282443 | Brookville, PA | Wealth Manager · Small ($100M–$1B) | $117M | 249 | 488 | 4 | 05/11/2026 | ☆ |
| 15617 | Sea Hunter Capital Llc CRD 287710 | Palm Beach Gardens, FL | Wealth Manager · Small ($100M–$1B) | $117M | 146 | 233 | 5 | 09/15/2026 | ☆ |
| 15618 | Caerus Investment Advisors, Llc CRD 171716 | Private Fund Manager · Small ($100M–$1B) | $117M | 54 | 54 | 5 | 03/26/2026 | ☆ | |
| 15619 | Dunham Lane Capital Partners Llc CRD 283276 | Greenwich, CT | Wealth Manager · Small ($100M–$1B) | $117M | 147 | 217 | 2 | 03/24/2026 | ☆ |
| 15620 | Beresh, Patrick Michael CRD 137495 | Larkspur, CA | Insurance-Affiliated · Small ($100M–$1B) | $117M | 120 | 232 | 1 | 02/18/2026 | ☆ |
| 15621 | Legacy Road Llc CRD 337654 | Multi-Family Office · Small ($100M–$1B) | $117M | 4 | 4 | 1 | 03/31/2026 | ☆ | |
| 15622 | 818 Wealth, Llc CRD 335975 | Fort Worth, TX | Wealth Manager · Small ($100M–$1B) | $117M | 181 | 181 | 6 | 03/23/2026 | ☆ |
| 15623 | Simple Portfolio Management, Inc. CRD 148263 | Wealth Manager · Small ($100M–$1B) | $117M | 63 | 63 | 1 | 01/26/2026 | ☆ | |
| 15624 | Greystone Financial & Estate Services, Inc. CRD 318092 | Kirkland, WA | Wealth Manager · Small ($100M–$1B) | $117M | 208 | 551 | 1 | 02/26/2026 | ☆ |
| 15625 | Sulzberger Capital Advisors, Inc. CRD 174673 | Miami, FL | Wealth Manager · Small ($100M–$1B) | $117M | 93 | 260 | 2 | 05/13/2026 | ☆ |
| 15626 | N CRD 285219 | Private Fund Manager · Small ($100M–$1B) | $117M | 7 | 7 | 10 | 03/20/2025 | ☆ | |
| 15627 | American Retirement Advisors, Inc. CRD 284112 | Metamora, MI | Insurance-Affiliated · Small ($100M–$1B) | $117M | 396 | 906 | 2 | 09/30/2026 | ☆ |
| 15628 | Bas Capital Corp. CRD 150430 | Wealth Manager · Small ($100M–$1B) | $117M | 20 | 22 | 2 | 07/22/2026 | ☆ | |
| 15629 | Abraham & Co., Inc. CRD 299085 | Insurance-Affiliated · Small ($100M–$1B) | $117M | 355 | 850 | 5 | 02/25/2026 | ☆ | |
| 15630 | Crosspoint Capital Strategies, Llc CRD 150212 | Orinda, CA | Investment Adviser · Small ($100M–$1B) | $117M | 254 | 288 | 2 | 09/17/2026 | ☆ |
| 15631 | Georgia Advisory Group Llc CRD 306815 | Alpharetta, GA | Insurance-Affiliated · Small ($100M–$1B) | $117M | 285 | 288 | 2 | 08/11/2026 | ☆ |
| 15632 | Huffman, Mark C. CRD 135753 | Wealth Manager · Small ($100M–$1B) | $117M | 135 | 520 | 1 | 03/30/2026 | ☆ | |
| 15633 | Humilis Investment Strategies, Llc CRD 338310 | Mutual Fund / Asset Manager · Small ($100M–$1B) | $117M | 1 | 2 | 4 | 02/20/2026 | ☆ | |
| 15634 | N CRD 154998 | Wealth Manager · Small ($100M–$1B) | $117M | 233 | 233 | 2 | 03/28/2025 | ☆ | |
| 15635 | Wurz Financial Services, Llc CRD 331608 | Holland, OH | Wealth Manager · Small ($100M–$1B) | $117M | 491 | 449 | 7 | 07/21/2026 | ☆ |
| 15636 | Greenline Wealth Management Llc CRD 298397 | Boca Raton, FL | Wealth Manager · Small ($100M–$1B) | $117M | 247 | 410 | 7 | 07/31/2026 | ☆ |
| 15637 | Burt Asset Management, Inc. CRD 125967 | Wealth Manager · Small ($100M–$1B) | $117M | 75 | 184 | 1 | 05/14/2026 | ☆ | |
| 15638 | Trident Advisors Inc CRD 108920 | Doylestown, PA | Insurance-Affiliated · Small ($100M–$1B) | $117M | 225 | 226 | 3 | 01/15/2026 | ☆ |
| 15639 | Omni Financial Llc CRD 314670 | Madison, WI | Wealth Manager · Small ($100M–$1B) | $117M | 526 | 762 | 2 | 01/09/2026 | ☆ |
| 15640 | Heirloom Investment Management Llc CRD 281357 | Private Fund Manager · Small ($100M–$1B) | $117M | 3 | 5 | 5 | 03/31/2026 | ☆ | |
| 15641 | Arlington Securities, Inc CRD 19596 | Insurance-Affiliated · Small ($100M–$1B) | $117M | 320 | 320 | 18 | 07/21/2026 | ☆ | |
| 15642 | Oxford Real Estate Advisors Inc CRD 107209 | Pittsburgh, PA | Private Fund Manager · Small ($100M–$1B) | $117M | 2 | 1 | 2 | 02/23/2024 | ☆ |
| 15643 | Abel Financial Management Co. CRD 121558 | Wealth Manager · Small ($100M–$1B) | $117M | 84 | 283 | 2 | 01/30/2026 | ☆ | |
| 15644 | Whitwell & Co, Llc CRD 331958 | Wealth Manager · Small ($100M–$1B) | $117M | 337 | 489 | 9 | 07/06/2026 | ☆ | |
| 15645 | Allpoint Financial Group Llc CRD 301028 | Petaluma, CA | Insurance-Affiliated · Small ($100M–$1B) | $117M | 431 | 721 | 5 | 06/12/2026 | ☆ |
| 15646 | N CRD 297998 | Private Fund Manager · Small ($100M–$1B) | $117M | 3 | 3 | 4 | 03/13/2025 | ☆ | |
| 15647 | Investment Managers Group, Llc CRD 164203 | Temecula, CA | Wealth Manager · Small ($100M–$1B) | $117M | 244 | 528 | 2 | 03/23/2026 | ☆ |
| 15648 | Nim Wealth Solutions Inc. CRD 334754 | San Jose, CA | Wealth Manager · Small ($100M–$1B) | $117M | 139 | 302 | 6 | 09/24/2026 | ☆ |
| 15649 | Aljz Consulting, Llc CRD 332823 | Insurance-Affiliated · Small ($100M–$1B) | $117M | 207 | 549 | 3 | 05/11/2026 | ☆ | |
| 15650 | Align Wealth Management, Llc CRD 323615 | San Jose, CA | Wealth Manager · Small ($100M–$1B) | $117M | 69 | 153 | 2 | 08/07/2026 | ☆ |