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 |
|---|---|---|---|---|---|---|---|---|---|
| 16351 | Spinnaker Financial Advisors, Llc CRD 118885 | Idaho Falls, ID | Wealth Manager · Small ($100M–$1B) | $103M | 106 | 297 | 1 | 02/24/2026 | ☆ |
| 16352 | Aot Invest Llc CRD 319016 | Davenport, IA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $103M | 1 | 1 | 1 | 08/20/2026 | ☆ |
| 16353 | Coast Capital Management, Lp CRD 289883 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $103M | 6 | 6 | 4 | 03/31/2026 | ☆ |
| 16354 | Benzer Capital, Llc CRD 175286 | Missouri City, TX | Wealth Manager · Small ($100M–$1B) | $103M | 98 | 449 | 2 | 07/22/2026 | ☆ |
| 16355 | Corbett Wealth Management Llc CRD 323421 | Wealth Manager · Small ($100M–$1B) | $103M | 48 | 93 | 1 | 03/18/2026 | ☆ | |
| 16356 | Brazos Capital, Llc CRD 289749 | Austin, TX | Wealth Manager · Small ($100M–$1B) | $103M | 32 | 172 | 3 | 03/25/2026 | ☆ |
| 16357 | Factory Capital Llc CRD 341250 | Los Angeles, CA | Wealth Manager · Small ($100M–$1B) | $103M | 26 | 26 | 7 | 08/07/2026 | ☆ |
| 16358 | Capital Enhancement, Llc CRD 124132 | Warren, NJ | Wealth Manager · Small ($100M–$1B) | $103M | 22 | 22 | 2 | 02/03/2026 | ☆ |
| 16359 | Page Wealth Services, Llc CRD 323914 | Crozet, VA | Wealth Manager · Small ($100M–$1B) | $102M | 51 | 257 | 2 | 09/30/2026 | ☆ |
| 16360 | Victory Asset Management Co., Inc. CRD 107203 | Mullica Hill, NJ | Wealth Manager · Small ($100M–$1B) | $102M | 364 | 363 | 5 | 03/27/2026 | ☆ |
| 16361 | Stillwater Capital Management, Corp CRD 313075 | Carmel By The Sea, CA | Wealth Manager · Small ($100M–$1B) | $102M | 126 | 126 | 3 | 07/21/2026 | ☆ |
| 16362 | Dynamic Wealth Solutions Llc CRD 170573 | Southfield, MI | Wealth Manager · Small ($100M–$1B) | $102M | 176 | 437 | 3 | 03/17/2026 | ☆ |
| 16363 | Rocky Hill Advisors Inc. CRD 123242 | Peabody, MA | Wealth Manager · Small ($100M–$1B) | $102M | 136 | 152 | 2 | 05/27/2026 | ☆ |
| 16364 | Needham R B Advisory Corp CRD 105378 | North Andover, MA | Wealth Manager · Small ($100M–$1B) | $102M | 145 | 244 | 5 | 08/05/2026 | ☆ |
| 16365 | Tsmf Llc CRD 326415 | Ankeny, IA | Wealth Manager · Small ($100M–$1B) | $102M | 149 | 349 | 3 | 01/26/2026 | ☆ |
| 16366 | Crowdout Capital Llc CRD 305018 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $102M | 6 | 6 | 9 | 03/10/2026 | ☆ |
| 16367 | Capstone Wealth Advisors, Llc CRD 287670 | Salem, OR | Wealth Manager · Small ($100M–$1B) | $102M | 125 | 422 | 3 | 03/31/2026 | ☆ |
| 16368 | Domestique Capital Llc CRD 283046 | Wealth Manager · Small ($100M–$1B) | $102M | 283 | 623 | 2 | 02/20/2026 | ☆ | |
| 16369 | Anchor Financial Group CRD 111801 | Brea, CA | Wealth Manager · Small ($100M–$1B) | $102M | 126 | 126 | 2 | 02/23/2026 | ☆ |
| 16370 | Capital Synergy Partners, Inc. CRD 148733 | Irvine, CA | Insurance-Affiliated · Small ($100M–$1B) | $102M | 331 | 331 | 46 | 06/26/2026 | ☆ |
| 16371 | Meridian Wealth Management, Inc CRD 112845 | Wealth Manager · Small ($100M–$1B) | $102M | 68 | 338 | 1 | 02/23/2026 | ☆ | |
| 16372 | Phillips Wealth Management Llc CRD 297249 | Pickerington, OH | Insurance-Affiliated · Small ($100M–$1B) | $102M | 283 | 834 | 3 | 06/02/2026 | ☆ |
| 16373 | Servant Capital Advisors, Llc CRD 298764 | Fishers, IN | Wealth Manager · Small ($100M–$1B) | $102M | 45 | 245 | 1 | 01/31/2026 | ☆ |
| 16374 | Omega Wealth Private Capital Llc CRD 318012 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $102M | 286 | 706 | 10 | 03/23/2026 | ☆ |
| 16375 | Drew Wealth Management Llc CRD 332366 | Portsmouth, NH | Wealth Manager · Small ($100M–$1B) | $102M | 81 | 190 | 2 | 10/04/2026 | ☆ |
| 16376 | Fleischer & Johnson Wealth Management, Inc. CRD 316194 | Bismarck, ND | Wealth Manager · Small ($100M–$1B) | $102M | 232 | 665 | 1 | 03/02/2026 | ☆ |
| 16377 | Bhc Wealth Management, Llc CRD 339475 | Englewood, CO | Wealth Manager · Small ($100M–$1B) | $102M | 205 | 542 | 8 | 03/20/2026 | ☆ |
| 16378 | Sanctuary Financial Planning, Llc CRD 325857 | Wealth Manager · Small ($100M–$1B) | $102M | 44 | 67 | 3 | 09/10/2026 | ☆ | |
| 16379 | Cole Financial Planning And Wealth Management, Inc CRD 132562 | Wealth Manager · Small ($100M–$1B) | $102M | 78 | 271 | 2 | 10/02/2026 | ☆ | |
| 16380 | Tkg Wealth Advisers Llc CRD 324156 | Cranford, NJ | Insurance-Affiliated · Small ($100M–$1B) | $102M | 281 | 281 | 5 | 08/25/2026 | ☆ |
| 16381 | Avina Financial Group, Inc. CRD 285527 | Bellflower, CA | Wealth Manager · Small ($100M–$1B) | $102M | 175 | 302 | 4 | 05/14/2026 | ☆ |
| 16382 | Mile High Investments, Llc CRD 156545 | Wealth Manager · Small ($100M–$1B) | $102M | 121 | 121 | 1 | 02/13/2026 | ☆ | |
| 16383 | Craftwork Capital Llc CRD 311626 | Alexandria, VA | Wealth Manager · Small ($100M–$1B) | $102M | 165 | 490 | 3 | 08/03/2026 | ☆ |
| 16384 | A Sling & A Stone, Incorporated CRD 134943 | Burnet, TX | Wealth Manager · Small ($100M–$1B) | $102M | 446 | 445 | 4 | 07/15/2026 | ☆ |
| 16385 | Amadeus Wealth Alternatives, Inc. CRD 170408 | Hackensack, NJ | Wealth Manager · Small ($100M–$1B) | $102M | 31 | 31 | 1 | 06/18/2026 | ☆ |
| 16386 | Betterman Digital Wealth, Inc. CRD 158755 | Insurance-Affiliated · Small ($100M–$1B) | $102M | 35 | 108 | 1 | 04/15/2026 | ☆ | |
| 16387 | Hunt Capital Management, Llc CRD 308017 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $102M | 1 | 1 | 22 | 03/27/2026 | ☆ |
| 16388 | Denewiler Capital Management Inc CRD 114346 | Denver, CO | Wealth Manager · Small ($100M–$1B) | $102M | 133 | 316 | 3 | 03/18/2026 | ☆ |
| 16389 | Global Wealth Advisors Llc CRD 139101 | Troy, MI | Wealth Manager · Small ($100M–$1B) | $102M | 74 | 204 | 1 | 02/26/2026 | ☆ |
| 16390 | Wynn Capital Management, Llc CRD 119355 | Santa Cruz, CA | Wealth Manager · Small ($100M–$1B) | $102M | 89 | 273 | 3 | 03/31/2026 | ☆ |
| 16391 | Northpoint Advisory Llc CRD 147362 | Wealth Manager · Small ($100M–$1B) | $102M | 20 | 217 | 1 | 01/20/2026 | ☆ | |
| 16392 | Sound Legacy Wealth Advisors, Llc CRD 306332 | Wealth Manager · Small ($100M–$1B) | $102M | 44 | 125 | 2 | 04/16/2026 | ☆ | |
| 16393 | True Fiduciary Capital, Llc CRD 306964 | El Cajon, CA | Wealth Manager · Small ($100M–$1B) | $102M | 77 | 231 | 1 | 03/15/2026 | ☆ |
| 16394 | Secure Retirement Financial & Insurance Services Corp. CRD 132777 | San Ramon, CA | Insurance-Affiliated · Small ($100M–$1B) | $102M | 211 | 481 | 5 | 04/01/2026 | ☆ |
| 16395 | Haire Wealth Management, Inc. CRD 339998 | Tupelo, MS | Wealth Manager · Small ($100M–$1B) | $102M | 164 | 164 | 2 | 05/18/2026 | ☆ |
| 16396 | Balanced Wealth Management, Llc. CRD 174699 | West Warwick, RI | Wealth Manager · Small ($100M–$1B) | $102M | 248 | 503 | 4 | 08/24/2026 | ☆ |
| 16397 | Malnik Wealth Management, Llc CRD 311814 | Insurance-Affiliated · Small ($100M–$1B) | $102M | 216 | 338 | 2 | 03/29/2026 | ☆ | |
| 16398 | Persico Capital, Llc CRD 121312 | Wealth Manager · Small ($100M–$1B) | $102M | 97 | 233 | 1 | 02/26/2026 | ☆ | |
| 16399 | The Inspired Company, Llc CRD 297550 | El Segundo, CA | Wealth Manager · Small ($100M–$1B) | $102M | 95 | 288 | 2 | 03/24/2026 | ☆ |
| 16400 | Apforia Ltd CRD 327176 | Virginia Beach, VA | Wealth Manager · Small ($100M–$1B) | $102M | 385 | 1,228 | 18 | 09/10/2026 | ☆ |