Investment advisers
44,489 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 |
|---|---|---|---|---|---|---|---|---|---|
| 3151 | 36 North Capital Management, Llc CRD 317557 | Bentonville, AR | Endowment & Foundation Advisor · Mid-sized ($1B–$10B) | $2.7B | 5 | 5 | 4 | 02/02/2026 | ☆ |
| 3152 | Windrose Advisors Llc CRD 152145 | Waltham, MA | Wealth Manager · Mid-sized ($1B–$10B) | $2.7B | 153 | 600 | 23 | 03/31/2026 | ☆ |
| 3153 | Multnomah Group, Inc. CRD 132131 | Portland, OR | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $2.7B | 188 | 374 | 21 | 07/23/2026 | ☆ |
| 3154 | Rock Harbor Partners Llc CRD 322545 | Larchmont, NY | Multi-Family Office · Mid-sized ($1B–$10B) | $2.7B | 63 | 129 | 4 | 03/27/2026 | ☆ |
| 3155 | Phillips And Company Advisors Llc CRD 167214 | Portland, OR | Wealth Manager · Mid-sized ($1B–$10B) | $2.7B | 1,273 | 2,675 | 19 | 03/26/2026 | ☆ |
| 3156 | Toms Capital Investment Management Lp CRD 291362 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.7B | 10 | 10 | 21 | 06/05/2026 | ☆ |
| 3157 | Mitchell, Mcleod, Pugh & Williams, Inc. CRD 138240 | Mobile, AL | Wealth Manager · Mid-sized ($1B–$10B) | $2.7B | 1,046 | 2,420 | 17 | 07/30/2026 | ☆ |
| 3158 | Legacy Wealth Management Inc CRD 108619 | Memphis, TN | Wealth Manager · Mid-sized ($1B–$10B) | $2.7B | 1,475 | 4,667 | 22 | 03/13/2026 | ☆ |
| 3159 | Lexington Advisors Llc CRD 107364 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.7B | 15 | 15 | 171 | 12/22/2025 | ☆ |
| 3160 | Berkadia Capital Advisors Llc CRD 312130 | Ambler, PA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.7B | 2 | 2 | 2 | 03/16/2026 | ☆ |
| 3161 | Koshinski Asset Management, Inc. Dba Ipi Asset Management, Inc. CRD 111872 | Decatur, IL | Wealth Manager · Mid-sized ($1B–$10B) | $2.7B | 13,260 | 13,260 | 67 | 03/20/2026 | ☆ |
| 3162 | Titleist Asset Management, Llc CRD 323567 | San Antonio, TX | Insurance-Affiliated · Mid-sized ($1B–$10B) | $2.7B | 1,947 | 5,715 | 41 | 07/16/2026 | ☆ |
| 3163 | Garde Capital, Inc. CRD 151043 | Seattle, WA | Wealth Manager · Mid-sized ($1B–$10B) | $2.7B | 512 | 512 | 18 | 03/25/2026 | ☆ |
| 3164 | Cornerstone Investment Partners, Llc CRD 111753 | Atlanta, GA | Investment Adviser · Mid-sized ($1B–$10B) | $2.7B | 268 | 862 | 15 | 07/30/2026 | ☆ |
| 3165 | Ipex, Inc. CRD 124337 | Plymouth, MI | Endowment & Foundation Advisor · Mid-sized ($1B–$10B) | $2.7B | 44 | 54 | 3 | 06/17/2026 | ☆ |
| 3166 | Osborne Partners Capital Management Llc CRD 108100 | San Francisco, CA | Wealth Manager · Mid-sized ($1B–$10B) | $2.7B | 734 | 2,125 | 18 | 05/01/2026 | ☆ |
| 3167 | Eversept Partners, L.P. CRD 282358 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.7B | 9 | 9 | 10 | 03/31/2026 | ☆ |
| 3168 | 26 North Direct Lending Lp CRD 323152 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $2.6B | 1 | 1 | 142 | 03/31/2026 | ☆ |
| 3169 | Transpose Platform Management, Llc CRD 287674 | Houston, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $2.6B | 54 | 54 | 23 | 03/31/2026 | ☆ |
| 3170 | Tcg Capital Management, Lp CRD 298007 | Playa Vista, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.6B | 13 | 13 | 27 | 03/26/2026 | ☆ |
| 3171 | Embree Financial Group CRD 108233 | Chicago, IL | Insurance-Affiliated · Mid-sized ($1B–$10B) | $2.6B | 936 | 2,378 | 19 | 02/13/2026 | ☆ |
| 3172 | Foster Victor Wealth Advisors, Llc CRD 283656 | Greenville, SC | Insurance-Affiliated · Mid-sized ($1B–$10B) | $2.6B | 1,728 | 6,830 | 42 | 03/30/2026 | ☆ |
| 3173 | N CRD 309304 | Investment Adviser · Mid-sized ($1B–$10B) | $2.6B | 3 | 3 | 1 | 03/25/2025 | ☆ | |
| 3174 | Mesirow Re Ia, Inc. CRD 328098 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $2.6B | 2 | 2 | 21 | 06/24/2026 | ☆ |
| 3175 | Jacobi Capital Management, Llc CRD 147663 | Pittston, PA | Wealth Manager · Mid-sized ($1B–$10B) | $2.6B | 3,024 | 6,842 | 31 | 06/24/2026 | ☆ |
| 3176 | Sunbelt Securities, Inc. CRD 42180 | Houston, TX | Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) | $2.6B | 6,241 | 6,241 | 68 | 06/16/2026 | ☆ |
| 3177 | The Patriot Financial Group Insurance Agency, Llc CRD 172470 | Walpole, MA | Wealth Manager · Mid-sized ($1B–$10B) | $2.6B | 2,545 | 5,615 | 59 | 07/13/2026 | ☆ |
| 3178 | Variant Investments, Llc CRD 289261 | Portland, OR | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $2.6B | 4 | 4 | 33 | 05/29/2026 | ☆ |
| 3179 | Capital Four Us Inc. CRD 315650 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.6B | 9 | 9 | 8 | 03/30/2026 | ☆ |
| 3180 | Steadview Capital Management Llc CRD 164661 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.6B | 12 | 11 | 28 | 03/25/2026 | ☆ |
| 3181 | Aj Capital Management Llc CRD 291880 | Nashville, TN | Private Fund Manager · Mid-sized ($1B–$10B) | $2.6B | 41 | 41 | 112 | 05/06/2026 | ☆ |
| 3182 | Phillips Financial Management, Llc CRD 131344 | Fort Wayne, IN | Wealth Manager · Mid-sized ($1B–$10B) | $2.6B | 991 | 3,264 | 32 | 03/17/2026 | ☆ |
| 3183 | Zemenick & Walker Inc CRD 108670 | St Louis, MO | Wealth Manager · Mid-sized ($1B–$10B) | $2.6B | 271 | 271 | 11 | 03/11/2026 | ☆ |
| 3184 | First Citizens Investor Services, Inc. CRD 44430 | Raleigh, NC | Insurance-Affiliated · Mid-sized ($1B–$10B) | $2.6B | 7,645 | 7,645 | 352 | 05/30/2026 | ☆ |
| 3185 | Steeprock Capital Ii Llc CRD 172775 | Greenwich, CT | Investment Adviser · Mid-sized ($1B–$10B) | $2.6B | 11 | 11 | 12 | 06/24/2026 | ☆ |
| 3186 | Quad Investment Management Corp. CRD 331606 | Seoul, Yeongdeungpo Gu | Investment Adviser · Mid-sized ($1B–$10B) | $2.6B | 67 | 75 | 45 | 03/12/2026 | ☆ |
| 3187 | Ab Broadly Syndicated Loan Manager Llc CRD 308135 | Nashville, TN | Private Fund Manager · Mid-sized ($1B–$10B) | $2.6B | 6 | 6 | 1 | 03/30/2026 | ☆ |
| 3188 | Cozad Asset Management Inc CRD 104764 | Champaign, IL | Insurance-Affiliated · Mid-sized ($1B–$10B) | $2.6B | 2,178 | 3,824 | 29 | 03/27/2026 | ☆ |
| 3189 | The Portfolio Strategy Group, Llc CRD 166593 | White Plains, NY | Wealth Manager · Mid-sized ($1B–$10B) | $2.6B | 480 | 478 | 15 | 03/26/2026 | ☆ |
| 3190 | Popular Securities, Llc CRD 8096 | Hato Rey, PR | Insurance-Affiliated · Mid-sized ($1B–$10B) | $2.6B | 2,403 | 2,767 | 91 | 03/31/2026 | ☆ |
| 3191 | Avance Investment Management, Llc CRD 310749 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.6B | 13 | 13 | 25 | 03/31/2026 | ☆ |
| 3192 | Ingham Russell Investment Advisors Inc CRD 106299 | Miami, FL | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $2.6B | 1,056 | 1,056 | 10 | 03/27/2026 | ☆ |
| 3193 | Quinn Opportunity Partners Llc CRD 167470 | Charlottesville, VA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.6B | 4 | 7 | 2 | 04/30/2026 | ☆ |
| 3194 | Argos Capital Partners, Llc CRD 116165 | St. Louis, MO | Multi-Family Office · Mid-sized ($1B–$10B) | $2.6B | 65 | 1,080 | 15 | 04/17/2026 | ☆ |
| 3195 | Acropolis Investment Management, L.L.C. CRD 121307 | Chesterfield, MO | Wealth Manager · Mid-sized ($1B–$10B) | $2.6B | 1,045 | 3,984 | 44 | 03/26/2026 | ☆ |
| 3196 | Divisadero Street Capital Management, Lp CRD 317392 | Miami, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $2.6B | 4 | 4 | 11 | 03/30/2026 | ☆ |
| 3197 | Lcg Associates, Inc. CRD 105971 | Atlanta, GA | Endowment & Foundation Advisor · Mid-sized ($1B–$10B) | $2.6B | 108 | 56 | 58 | 03/26/2026 | ☆ |
| 3198 | Bedford Ridge Capital Lp CRD 310102 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.6B | 10 | 12 | 5 | 03/31/2026 | ☆ |
| 3199 | Ll Funds, Llc CRD 161552 | Philadelphia, PA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.6B | 25 | 25 | 28 | 03/31/2026 | ☆ |
| 3200 | Motley Fool Asset Management, Llc CRD 149688 | Alexandria, VA | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $2.6B | 6 | 6 | 14 | 07/10/2026 | ☆ |