Investment advisers
45,185 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 |
|---|---|---|---|---|---|---|---|---|---|
| 16301 | Seaside Wealth Advisors Llc CRD 327645 | Wealth Manager · Small ($100M–$1B) | $103M | 472 | 711 | 5 | 07/16/2026 | ☆ | |
| 16302 | Stage Wealth Management, Inc. CRD 320774 | Wealth Manager · Small ($100M–$1B) | $103M | 207 | 207 | 4 | 03/04/2026 | ☆ | |
| 16303 | Knight Family Wealth, Llc CRD 309475 | Wealth Manager · Small ($100M–$1B) | $103M | 21 | 221 | 3 | 03/31/2026 | ☆ | |
| 16304 | Advocacy Financial Llc CRD 305954 | Covington, LA | Wealth Manager · Small ($100M–$1B) | $103M | 124 | 289 | 4 | 04/28/2026 | ☆ |
| 16305 | Reitz Capital Advisors Llc CRD 167088 | Freeland, MI | Wealth Manager · Small ($100M–$1B) | $103M | 101 | 251 | 1 | 02/12/2026 | ☆ |
| 16306 | Virginia Estate And Retirement Planning Advisors, Inc. CRD 151510 | Glen Allen, VA | Wealth Manager · Small ($100M–$1B) | $103M | 128 | 349 | 2 | 08/12/2026 | ☆ |
| 16307 | Naylor & Company Investments, Llc CRD 124924 | Wealth Manager · Small ($100M–$1B) | $103M | 105 | 240 | 5 | 07/22/2026 | ☆ | |
| 16308 | Gssg Solar, Llc CRD 307493 | Denver, CO | Private Fund Manager · Small ($100M–$1B) | $103M | 4 | 3 | 31 | 03/30/2026 | ☆ |
| 16309 | Hyline Wealth Solutions, Llc CRD 152893 | Sioux Falls, SD | Insurance-Affiliated · Small ($100M–$1B) | $103M | 204 | 401 | 1 | 03/27/2026 | ☆ |
| 16310 | Newfoundland Capital Management Us, Llc CRD 168646 | Private Fund Manager · Small ($100M–$1B) | $103M | 7 | 7 | 9 | 03/31/2026 | ☆ | |
| 16311 | Viewpoint Advisory, Llc CRD 305164 | Wealth Manager · Small ($100M–$1B) | $103M | 58 | 187 | 1 | 02/17/2026 | ☆ | |
| 16312 | Butterworth Financial Llc CRD 325026 | Danvers, MA | Insurance-Affiliated · Small ($100M–$1B) | $103M | 140 | 388 | 1 | 01/22/2026 | ☆ |
| 16313 | Allridge Wealth Management, P.C. CRD 117249 | Ashburn, VA | Wealth Manager · Small ($100M–$1B) | $103M | 31 | 129 | 2 | 03/27/2026 | ☆ |
| 16314 | Falker Investments Inc. CRD 115132 | Wealth Manager · Small ($100M–$1B) | $103M | 53 | 170 | 2 | 03/25/2026 | ☆ | |
| 16315 | Abundant Wealth Partners, Llc CRD 317221 | Santa Barbara, CA | Wealth Manager · Small ($100M–$1B) | $103M | 55 | 156 | 2 | 03/12/2026 | ☆ |
| 16316 | Navigation Wealth Management, Inc. CRD 282640 | Fort Collins, CO | Wealth Manager · Small ($100M–$1B) | $103M | 962 | 1,302 | 8 | 03/11/2026 | ☆ |
| 16317 | First Financial Services, Llc CRD 329276 | Little Rock, AR | Wealth Manager · Small ($100M–$1B) | $103M | 91 | 197 | 5 | 08/31/2026 | ☆ |
| 16318 | Abunda Financial, Llc CRD 120177 | Sausalito, CA | Wealth Manager · Small ($100M–$1B) | $103M | 35 | 124 | 2 | 03/20/2026 | ☆ |
| 16319 | Atticus Capital Advisors Llc CRD 288009 | Charlotte, NC | Wealth Manager · Small ($100M–$1B) | $103M | 133 | 228 | 1 | 03/02/2026 | ☆ |
| 16320 | Diversified Portfolio Management, Llc CRD 131008 | Dodge City, KS | Wealth Manager · Small ($100M–$1B) | $103M | 184 | 379 | 2 | 02/19/2026 | ☆ |
| 16321 | Carolina Wealth Stewards, Llc CRD 284837 | Insurance-Affiliated · Small ($100M–$1B) | $103M | 221 | 563 | 6 | 09/28/2026 | ☆ | |
| 16322 | Bdc Capital Management, Inc. CRD 108445 | Glen Allen, VA | Wealth Manager · Small ($100M–$1B) | $103M | 239 | 423 | 4 | 05/20/2026 | ☆ |
| 16323 | Riverstone Asset Management, Llc CRD 161087 | Louisville, KY | Wealth Manager · Small ($100M–$1B) | $103M | 18 | 69 | 2 | 06/23/2026 | ☆ |
| 16324 | Moralis Technologies, Llc CRD 316221 | Pittsburgh, PA | Wealth Manager · Small ($100M–$1B) | $103M | 67 | 118 | 13 | 08/06/2026 | ☆ |
| 16325 | Invictus Timing Service Ltd CRD 106372 | Westbury, NY | Wealth Manager · Small ($100M–$1B) | $103M | 286 | 286 | 1 | 03/09/2026 | ☆ |
| 16326 | Ironhorn Advisors Llc CRD 339425 | Austin, TX | Investment Adviser · Small ($100M–$1B) | $103M | 25 | 4 | 05/08/2026 | ☆ | |
| 16327 | Stranberg Capital Llc CRD 114581 | Southlake, TX | Wealth Manager · Small ($100M–$1B) | $103M | 51 | 51 | 2 | 07/29/2026 | ☆ |
| 16328 | Compass Rose Strategic Partners Llc CRD 165043 | Waterford, CT | Wealth Manager · Small ($100M–$1B) | $103M | 152 | 368 | 6 | 10/02/2026 | ☆ |
| 16329 | American Retirement & Investment Strategies, Llc CRD 139482 | Insurance-Affiliated · Small ($100M–$1B) | $103M | 215 | 493 | 2 | 04/27/2026 | ☆ | |
| 16330 | Eversight Wealth Llc CRD 175285 | Wealth Manager · Small ($100M–$1B) | $103M | 37 | 104 | 1 | 03/31/2026 | ☆ | |
| 16331 | Wealth Strategies Group CRD 326407 | Newport Beach, CA | Wealth Manager · Small ($100M–$1B) | $103M | 120 | 308 | 6 | 09/09/2026 | ☆ |
| 16332 | Templer Wealth Management, Llc CRD 305972 | Vienna, VA | Wealth Manager · Small ($100M–$1B) | $103M | 44 | 181 | 1 | 04/17/2026 | ☆ |
| 16333 | Crafted Finance, Llc CRD 283318 | Wealth Manager · Small ($100M–$1B) | $103M | 170 | 472 | 2 | 09/21/2026 | ☆ | |
| 16334 | Pearl Wealth Group, Llc CRD 326283 | Wealth Manager · Small ($100M–$1B) | $103M | 273 | 612 | 4 | 06/05/2026 | ☆ | |
| 16335 | Opportunus Wealth Management, Llc CRD 300141 | Wealth Manager · Small ($100M–$1B) | $103M | 190 | 334 | 3 | 03/30/2026 | ☆ | |
| 16336 | Trinity Financial Planning, Llc CRD 115924 | Middleton, WI | Wealth Manager · Small ($100M–$1B) | $103M | 60 | 277 | 3 | 03/18/2026 | ☆ |
| 16337 | Alexander Financial Planning, Inc. CRD 121139 | Columbus, OH | Wealth Manager · Small ($100M–$1B) | $103M | 166 | 436 | 4 | 03/27/2026 | ☆ |
| 16338 | Fiduciary Consulting Group, Inc. CRD 132889 | Venice, FL | Wealth Manager · Small ($100M–$1B) | $103M | 28 | 83 | 1 | 03/18/2026 | ☆ |
| 16339 | Beale Healy Investment Advisors Inc CRD 110969 | Richmond, VA | Wealth Manager · Small ($100M–$1B) | $103M | 43 | 129 | 3 | 03/31/2026 | ☆ |
| 16340 | Networth Asset Management, Inc CRD 105145 | Insurance-Affiliated · Small ($100M–$1B) | $103M | 245 | 497 | 1 | 03/30/2026 | ☆ | |
| 16341 | Fairchild Capital Llc CRD 298428 | Portland, OR | Wealth Manager · Small ($100M–$1B) | $103M | 109 | 322 | 2 | 03/04/2026 | ☆ |
| 16342 | Capital Strategies Group, Llc CRD 140120 | Tempe, AZ | Wealth Manager · Small ($100M–$1B) | $103M | 234 | 410 | 5 | 02/09/2026 | ☆ |
| 16343 | Trailhead Pacific, Llc CRD 290747 | Private Fund Manager · Small ($100M–$1B) | $103M | 1 | 6 | 2 | 03/20/2026 | ☆ | |
| 16344 | Peak Investment Advisors, Inc. CRD 117875 | Germantown, MD | Wealth Manager · Small ($100M–$1B) | $103M | 114 | 232 | 2 | 03/05/2026 | ☆ |
| 16345 | Clearview Financial, Llc CRD 282690 | Richmond, VA | Wealth Manager · Small ($100M–$1B) | $103M | 166 | 322 | 2 | 01/07/2026 | ☆ |
| 16346 | Iron Horse Capital, Inc. CRD 319015 | Wealth Manager · Small ($100M–$1B) | $103M | 64 | 153 | 1 | 03/31/2026 | ☆ | |
| 16347 | Lucent Wealth Planning, Llc CRD 297447 | Santa Barbara, CA | Wealth Manager · Small ($100M–$1B) | $103M | 41 | 137 | 2 | 02/11/2026 | ☆ |
| 16348 | Dorian Investment Advisory Llc CRD 339280 | Memphis, TN | Wealth Manager · Small ($100M–$1B) | $103M | 118 | 212 | 1 | 04/29/2026 | ☆ |
| 16349 | Comprehensive Financial Planning Inc CRD 109772 | Wealth Manager · Small ($100M–$1B) | $103M | 30 | 84 | 1 | 02/02/2026 | ☆ | |
| 16350 | Uhy Wealth Management Ria Llc CRD 317608 | Farmington Hills, MI | Institutional / Pension Advisor · Small ($100M–$1B) | $103M | 89 | 90 | 6 | 04/20/2026 | ☆ |