Investment advisers
44,603 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 | Suttle Crossland Wealth Advisors, Llc CRD 318700 | Scottsdale, AZ | Wealth Manager · Small ($100M–$1B) | $101M | 53 | 185 | 2 | 05/12/2026 | ☆ |
| 16352 | Beacon Associates Wealth Management, Llc CRD 318651 | Maumee, OH | Wealth Manager · Small ($100M–$1B) | $101M | 204 | 838 | 4 | 03/26/2026 | ☆ |
| 16353 | Local Asset Management Llc CRD 331711 | Las Vegas, NV | Private Fund Manager · Small ($100M–$1B) | $101M | 4 | 4 | 4 | 03/31/2026 | ☆ |
| 16354 | Ensign Advisory Partners Llc CRD 325650 | Gilbert, AZ | Wealth Manager · Small ($100M–$1B) | $101M | 304 | 697 | 3 | 08/14/2026 | ☆ |
| 16355 | Ny&A, Llc CRD 158631 | Laguna Hills, CA | Wealth Manager · Small ($100M–$1B) | $101M | 205 | 205 | 5 | 03/31/2026 | ☆ |
| 16356 | N CRD 316084 | Private Fund Manager · Small ($100M–$1B) | $101M | 3 | 3 | 6 | 03/31/2025 | ☆ | |
| 16357 | Ascent Advisors Llc CRD 335353 | Mankato, MN | Insurance-Affiliated · Small ($100M–$1B) | $101M | 235 | 626 | 9 | 04/01/2026 | ☆ |
| 16358 | Brave Eagle Wealth Management, Llc CRD 283307 | New York, NY | Wealth Manager · Small ($100M–$1B) | $101M | 107 | 107 | 2 | 03/06/2026 | ☆ |
| 16359 | Fc Wealth Solutions Llc CRD 286381 | Westerville, OH | Wealth Manager · Small ($100M–$1B) | $101M | 163 | 416 | 4 | 04/14/2026 | ☆ |
| 16360 | G. Allen Financial Inc. CRD 119180 | Santa Fe, NM | Wealth Manager · Small ($100M–$1B) | $101M | 40 | 140 | 2 | 02/17/2026 | ☆ |
| 16361 | 34 Financial, Llc CRD 329383 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $101M | 90 | 93 | 4 | 02/12/2026 | ☆ |
| 16362 | Cwm Advisory, Llc CRD 299923 | Ocean Pines, MD | Wealth Manager · Small ($100M–$1B) | $101M | 248 | 559 | 6 | 06/23/2026 | ☆ |
| 16363 | Robert V. Horowitz, Llc CRD 127800 | Wealth Manager · Small ($100M–$1B) | $101M | 49 | 139 | 1 | 02/18/2026 | ☆ | |
| 16364 | Indexperts, Llc CRD 314858 | Charlotte, NC | Mutual Fund / Asset Manager · Small ($100M–$1B) | $101M | 3 | 3 | 4 | 03/26/2026 | ☆ |
| 16365 | Fuerst Financial Group, Inc. CRD 149172 | Chattanooga, TN | Wealth Manager · Small ($100M–$1B) | $101M | 325 | 542 | 2 | 06/12/2026 | ☆ |
| 16366 | Cherokee & Walker Management, Llc CRD 160962 | Salt Lake City, UT | Private Fund Manager · Small ($100M–$1B) | $101M | 9 | 9 | 5 | 03/09/2026 | ☆ |
| 16367 | Stabile Investment Management, Llc CRD 145845 | Wealth Manager · Small ($100M–$1B) | $101M | 23 | 62 | 3 | 02/25/2026 | ☆ | |
| 16368 | Ascent Financial Group Llc CRD 325706 | Richmond, VA | Wealth Manager · Small ($100M–$1B) | $101M | 128 | 456 | 2 | 02/10/2026 | ☆ |
| 16369 | Goldbloom Wealth Management Llc CRD 153678 | Mercer Island, WA | Insurance-Affiliated · Small ($100M–$1B) | $101M | 145 | 1,233 | 7 | 03/31/2026 | ☆ |
| 16370 | Priority Financial Planning, Llc CRD 165806 | Durango, CO | Wealth Manager · Small ($100M–$1B) | $101M | 84 | 369 | 4 | 02/19/2026 | ☆ |
| 16371 | Pawleys Investment Advisors, Llc CRD 155199 | Insurance-Affiliated · Small ($100M–$1B) | $101M | 331 | 309 | 2 | 05/28/2026 | ☆ | |
| 16372 | Pflueger Wealth, Llc CRD 339188 | Wealth Manager · Small ($100M–$1B) | $101M | 34 | 81 | 2 | 05/04/2026 | ☆ | |
| 16373 | Gap Financial Services, Llc CRD 288703 | Wealth Manager · Small ($100M–$1B) | $101M | 87 | 92 | 6 | 02/26/2026 | ☆ | |
| 16374 | Gd Group, Inc. CRD 170018 | Wealth Manager · Small ($100M–$1B) | $101M | 13 | 47 | 1 | 02/25/2026 | ☆ | |
| 16375 | Social Investment Managers And Advisors, Llc CRD 309110 | Private Fund Manager · Small ($100M–$1B) | $101M | 7 | 7 | 4 | 07/15/2026 | ☆ | |
| 16376 | Standfast Asset Management, Llc CRD 136671 | Jacksonville Beach, FL | Wealth Manager · Small ($100M–$1B) | $101M | 235 | 235 | 3 | 03/27/2026 | ☆ |
| 16377 | W.K. Cooper Ii Asset Management Corporation CRD 123610 | Champaign, IL | Wealth Manager · Small ($100M–$1B) | $101M | 230 | 230 | 1 | 05/21/2026 | ☆ |
| 16378 | Cdp Financial Group, Llc CRD 155725 | Littleton, CO | Wealth Manager · Small ($100M–$1B) | $100M | 110 | 257 | 2 | 03/25/2026 | ☆ |
| 16379 | Bridge Financial Planning, Llc CRD 174840 | Wealth Manager · Small ($100M–$1B) | $100M | 95 | 319 | 2 | 05/18/2026 | ☆ | |
| 16380 | Sagent Wealth Management CRD 147890 | Laguna Beach, CA | Insurance-Affiliated · Small ($100M–$1B) | $100M | 82 | 247 | 3 | 07/07/2026 | ☆ |
| 16381 | Newsong Capital Management, Inc. CRD 296877 | Hattiesburg, MS | Wealth Manager · Small ($100M–$1B) | $100M | 142 | 216 | 3 | 03/13/2026 | ☆ |
| 16382 | Greenwich Creek Capital Management, Llc CRD 147348 | Wealth Manager · Small ($100M–$1B) | $100M | 71 | 86 | 1 | 06/18/2026 | ☆ | |
| 16383 | Hilpan Moxie Wealth Management, Llc CRD 159966 | Wealth Manager · Small ($100M–$1B) | $100M | 78 | 264 | 1 | 08/07/2026 | ☆ | |
| 16384 | N CRD 288382 | Wealth Manager · Small ($100M–$1B) | $100M | 164 | 159 | 5 | 08/12/2025 | ☆ | |
| 16385 | Course Management Investment Advisors, Llc CRD 306974 | Pinehurst, NC | Wealth Manager · Small ($100M–$1B) | $100M | 161 | 324 | 4 | 05/14/2026 | ☆ |
| 16386 | Financial Action, Inc. CRD 140285 | Monument, CO | Wealth Manager · Small ($100M–$1B) | $100M | 479 | 1,047 | 6 | 06/11/2026 | ☆ |
| 16387 | Carlo Capital Llc CRD 331801 | Private Fund Manager · Small ($100M–$1B) | $100M | 2 | 2 | 1 | 07/30/2026 | ☆ | |
| 16388 | Next Up Wealth Advisors, Llc CRD 342136 | Scottsdale, AZ | Wealth Manager · Small ($100M–$1B) | $100M | 294 | 294 | 2 | 08/03/2026 | ☆ |
| 16389 | Augustus Wealth, Llc CRD 317189 | Long Beach, CA | Wealth Manager · Small ($100M–$1B) | $100M | 136 | 342 | 2 | 03/06/2026 | ☆ |
| 16390 | Capstone Wealth Advisors,Inc. CRD 122357 | Indianpolis, IN | Wealth Manager · Small ($100M–$1B) | $100M | 98 | 306 | 4 | 03/11/2026 | ☆ |
| 16391 | Birath Wealth Management, Llc CRD 157328 | Marshall, MN | Wealth Manager · Small ($100M–$1B) | $100M | 116 | 327 | 2 | 06/29/2026 | ☆ |
| 16392 | Infinite Financial Solutions, Llc CRD 281513 | North Little Rock, AR | Wealth Manager · Small ($100M–$1B) | $100M | 381 | 381 | 5 | 08/06/2026 | ☆ |
| 16393 | Montage Financial Advisors Inc. CRD 308954 | Wealth Manager · Small ($100M–$1B) | $100M | 36 | 114 | 3 | 01/20/2026 | ☆ | |
| 16394 | Financial Counseling, Inc. CRD 119969 | Springboro, OH | Wealth Manager · Small ($100M–$1B) | $100M | 417 | 708 | 3 | 04/20/2026 | ☆ |
| 16395 | Retire Ready Wealth Management, Llc CRD 316942 | Radnor, PA | Wealth Manager · Small ($100M–$1B) | $100M | 535 | 535 | 1 | 03/27/2026 | ☆ |
| 16396 | Darrell Capital Management, Llc CRD 310324 | Rolling Hills Estates, CA | Wealth Manager · Small ($100M–$1B) | $100M | 27 | 120 | 2 | 08/03/2026 | ☆ |
| 16397 | Advanced Portfolio Design, Llc CRD 141727 | Westford, MA | Wealth Manager · Small ($100M–$1B) | $100M | 80 | 303 | 3 | 03/05/2026 | ☆ |
| 16398 | Capital Investment Management, Llc CRD 150705 | Roseville, CA | Wealth Manager · Small ($100M–$1B) | $100M | 96 | 97 | 3 | 05/11/2026 | ☆ |
| 16399 | Grupp Financial Llc CRD 168436 | Jackson, WY | Investment Adviser · Small ($100M–$1B) | $100M | 10 | 37 | 3 | 01/22/2026 | ☆ |
| 16400 | Cardinal Point Capital Llc CRD 141166 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $100M | 3 | 3 | 5 | 03/30/2026 | ☆ |