Investment advisers
44,499 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 |
|---|---|---|---|---|---|---|---|---|---|
| 3901 | Nilsine Partners, Llc CRD 315694 | Greenwood Village, CO | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 559 | 1,552 | 18 | 03/24/2026 | ☆ |
| 3902 | Valence8 Us Lp CRD 317389 | Cambridge, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 8 | 12 | 8 | 03/20/2026 | ☆ |
| 3903 | Triguard Management Llc CRD 159472 | Newport Beach, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 7 | 7 | 9 | 05/11/2026 | ☆ |
| 3904 | Capital Management Associates Inc CRD 105010 | Minneapolis, MN | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.9B | 932 | 931 | 17 | 03/17/2026 | ☆ |
| 3905 | N CRD 331222 | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 32 | 32 | 8 | 07/15/2026 | ☆ | |
| 3906 | Axia Advisory, Llc CRD 107571 | Indianapolis, IN | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $1.9B | 123 | 128 | 4 | 05/07/2026 | ☆ |
| 3907 | Blue Chip Partners, Llc CRD 132437 | Farmington Hills, MI | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 1,007 | 3,207 | 34 | 03/31/2026 | ☆ |
| 3908 | Klcm Advisors, Inc. CRD 107847 | Milwaukee, WI | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 637 | 637 | 11 | 03/10/2026 | ☆ |
| 3909 | Wilkinson Global Asset Management Llc CRD 292470 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 575 | 575 | 13 | 04/01/2026 | ☆ |
| 3910 | Two Creeks Capital Management, Lp CRD 171848 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 8 | 8 | 14 | 03/31/2026 | ☆ |
| 3911 | Sovran Advisors, Llc CRD 329415 | San Diego, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 4,018 | 6,135 | 64 | 03/27/2026 | ☆ |
| 3912 | Integral Health Asset Management, Llc CRD 301987 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 13 | 13 | 12 | 03/26/2026 | ☆ |
| 3913 | Dg Partners Llp CRD 161177 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 9 | 9 | 37 | 05/29/2026 | ☆ |
| 3914 | Wolf Hill Capital Management, Lp CRD 306712 | Greenwich, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 7 | 7 | 7 | 03/25/2026 | ☆ |
| 3915 | Austin Asset Management Co CRD 105441 | Austin, TX | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 458 | 1,974 | 21 | 02/27/2026 | ☆ |
| 3916 | Fifth Down Cap Llc CRD 312861 | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 60 | 60 | 23 | 07/01/2026 | ☆ | |
| 3917 | Iag Wealth Partners, Llc CRD 109721 | Waukesha, WI | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 2,356 | 6,310 | 15 | 03/27/2026 | ☆ |
| 3918 | Westend Advisors, Llc CRD 133279 | Charlotte, NC | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 4,149 | 4,149 | 29 | 01/30/2026 | ☆ |
| 3919 | Ux Wealth Partners Llc CRD 308983 | Centennial, CO | Investment Adviser · Mid-sized ($1B–$10B) | $1.9B | 56 | 9,087 | 7 | 06/18/2026 | ☆ |
| 3920 | Diversified Management Inc CRD 106680 | Milwaukee, WI | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 340 | 1,650 | 8 | 03/30/2026 | ☆ |
| 3921 | Nms Capital Services, Llc CRD 158140 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 5 | 5 | 28 | 03/27/2026 | ☆ |
| 3922 | Morgan Stanley Private Equity Asia, Inc. CRD 134366 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 10 | 10 | 74 | 05/13/2026 | ☆ |
| 3923 | Scout Energy Management Llc CRD 161832 | Dallas, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 20 | 20 | 1,113 | 05/21/2026 | ☆ |
| 3924 | Tritium Partners Llc CRD 173132 | Austin, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 10 | 10 | 28 | 05/28/2026 | ☆ |
| 3925 | First Long Island Investors, Llc CRD 167212 | Jericho, NY | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 546 | 940 | 24 | 03/31/2026 | ☆ |
| 3926 | Windward Capital Management Co CRD 106908 | Los Angeles, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 169 | 278 | 7 | 06/10/2026 | ☆ |
| 3927 | Condire Management, Lp CRD 311762 | Dallas, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 5 | 5 | 11 | 03/31/2026 | ☆ |
| 3928 | Varsity Management Company, Lp CRD 285151 | Los Angeles, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 11 | 11 | 20 | 03/30/2026 | ☆ |
| 3929 | Ashton Thomas Securities, Llc CRD 16629 | Rochester, NY | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.9B | 2,282 | 2,282 | 46 | 06/03/2026 | ☆ |
| 3930 | Clear Creek Financial Management, Llc CRD 170602 | Silverdale, WA | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 4,003 | 9,428 | 91 | 03/26/2026 | ☆ |
| 3931 | Goanna Capital Management Llc CRD 314952 | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 57 | 57 | 19 | 07/27/2026 | ☆ | |
| 3932 | Mcdonald Capital Investors Inc CRD 105562 | Orinda, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 90 | 90 | 5 | 03/30/2026 | ☆ |
| 3933 | Monashee Investment Management, Llc CRD 163148 | Boston, MA | Investment Adviser · Mid-sized ($1B–$10B) | $1.9B | 5 | 12 | 13 | 02/27/2026 | ☆ |
| 3934 | Tiger Pacific Capital Lp CRD 167099 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 5 | 5 | 17 | 03/31/2026 | ☆ |
| 3935 | Griffis Residential Investment Advisor CRD 166201 | Greenwood Village, CO | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 20 | 20 | 30 | 03/27/2026 | ☆ |
| 3936 | Igp Industries, Llc CRD 157214 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 4 | 4 | 31 | 03/26/2026 | ☆ |
| 3937 | Colonial Trust Advisors, Inc. CRD 110257 | Spartanburg, SC | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 958 | 2,093 | 28 | 06/10/2026 | ☆ |
| 3938 | Willis Johnson & Associates, Inc. CRD 119759 | Houston, TX | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 578 | 2,742 | 41 | 04/16/2026 | ☆ |
| 3939 | Tide Cycle Resources Llc CRD 330698 | Portsmouth, NH | Multi-Family Office · Mid-sized ($1B–$10B) | $1.9B | 1 | 1 | 3 | 07/02/2026 | ☆ |
| 3940 | Coller Private Market Secondaries Advisors, Llc CRD 328015 | New York, NY | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.8B | 2 | 2 | 25 | 06/26/2026 | ☆ |
| 3941 | Csm Capital Corporation CRD 129789 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $1.8B | 55 | 28 | 9 | 03/31/2026 | ☆ |
| 3942 | Granite Investment Partners, Llc CRD 150632 | El Segundo, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 489 | 489 | 20 | 03/30/2026 | ☆ |
| 3943 | Rockbridge Growth Equity Management, L.P. CRD 299650 | Detroit, MI | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 10 | 10 | 20 | 03/25/2026 | ☆ |
| 3944 | Clarity Financial, Llc CRD 150661 | Houston, TX | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 1,367 | 3,969 | 17 | 07/16/2026 | ☆ |
| 3945 | Snowhawk Lp CRD 325176 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 11 | 11 | 10 | 06/12/2026 | ☆ |
| 3946 | Kanawha Capital Management, Llc CRD 118458 | Richmond, VA | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 572 | 1,484 | 11 | 04/13/2026 | ☆ |
| 3947 | Palisades Hudson Asset Management, L.P. CRD 109134 | Fort Lauderdale, FL | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 151 | 171 | 14 | 03/18/2026 | ☆ |
| 3948 | N CRD 104677 | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 748 | 2,088 | 42 | 03/20/2025 | ☆ | |
| 3949 | Lightbay Management Llc CRD 288432 | Los Angeles, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 6 | 6 | 29 | 03/31/2026 | ☆ |
| 3950 | Rockbridge Investment Management, Llc CRD 115754 | Syracuse, NY | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 1,587 | 4,133 | 18 | 07/14/2026 | ☆ |