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 |
|---|---|---|---|---|---|---|---|---|---|
| 4151 | Muller & Monroe Asset Management,Llc CRD 132073 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.7B | 9 | 9 | 17 | 07/13/2026 | ☆ |
| 4152 | Cannon Financial Strategists, Inc. CRD 133509 | Athens, GA | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.7B | 1,015 | 3,311 | 33 | 03/23/2026 | ☆ |
| 4153 | Capitol Meridian Partners Lp CRD 319080 | Washington, DC | Private Fund Manager · Mid-sized ($1B–$10B) | $1.7B | 17 | 17 | 15 | 04/30/2026 | ☆ |
| 4154 | Orange Investment Advisors, Inc. CRD 107387 | Goshen, NY | Wealth Manager · Mid-sized ($1B–$10B) | $1.7B | 1,391 | 2,179 | 18 | 03/19/2026 | ☆ |
| 4155 | Armstrong Advisory Group Inc. CRD 318662 | Needham, MA | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.7B | 1,494 | 4,071 | 22 | 07/10/2026 | ☆ |
| 4156 | Aterian Investment Management, Lp CRD 169302 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.7B | 7 | 7 | 22 | 03/31/2026 | ☆ |
| 4157 | Energize Capital Llc CRD 289047 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.7B | 26 | 26 | 26 | 03/31/2026 | ☆ |
| 4158 | Island Investment Management Llc CRD 308097 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.7B | 6 | 6 | 80 | 06/02/2026 | ☆ |
| 4159 | Fora Capital, Llc CRD 295393 | Miami, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.7B | 4 | 4 | 8 | 03/27/2026 | ☆ |
| 4160 | West Rim Capital Associates Ii, L.P. CRD 145085 | Lehi, UT | Private Fund Manager · Mid-sized ($1B–$10B) | $1.7B | 22 | 22 | 30 | 03/30/2026 | ☆ |
| 4161 | Kbi Global Investors (North America) Ltd CRD 113606 | Dublin 1 | Investment Adviser · Mid-sized ($1B–$10B) | $1.7B | 14 | 25 | 57 | 03/27/2026 | ☆ |
| 4162 | Philosophy Capital Management Llc CRD 308425 | Alamo, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.7B | 5 | 5 | 8 | 03/17/2026 | ☆ |
| 4163 | Northern Trust Securities, Inc. CRD 7927 | Chicago, IL | Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) | $1.7B | 2,053 | 2,605 | 385 | 07/17/2026 | ☆ |
| 4164 | 50 T Holdings, Llc CRD 326720 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.7B | 24 | 24 | 17 | 04/30/2026 | ☆ |
| 4165 | Strategic Family Wealth Counselors, L.L.C. CRD 128199 | Fairfield, NJ | Wealth Manager · Mid-sized ($1B–$10B) | $1.7B | 312 | 3,600 | 14 | 03/27/2026 | ☆ |
| 4166 | Levin Capital Strategies, L.P. CRD 137147 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $1.7B | 251 | 265 | 14 | 03/31/2026 | ☆ |
| 4167 | Pickering Energy Partners Lp CRD 302116 | Houston, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $1.7B | 13 | 13 | 51 | 05/26/2026 | ☆ |
| 4168 | Indigo Partners Llc CRD 163648 | Scottsdale, AZ | Private Fund Manager · Mid-sized ($1B–$10B) | $1.7B | 21 | 21 | 8 | 07/27/2026 | ☆ |
| 4169 | Platform Investments, Llc CRD 159261 | Kansas City, MO | Private Fund Manager · Mid-sized ($1B–$10B) | $1.7B | 28 | 28 | 38 | 03/31/2026 | ☆ |
| 4170 | Hermes Gpe (Usa) Inc CRD 166839 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $1.7B | 1 | 4 | 03/27/2026 | ☆ | |
| 4171 | Deltroit Asset Management (Uk) Llp CRD 334286 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $1.7B | 3 | 3 | 25 | 06/29/2026 | ☆ |
| 4172 | Quattro Financial Advisors Llc CRD 284852 | Montgomery, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $1.7B | 81 | 296 | 3 | 07/21/2026 | ☆ |
| 4173 | Compass Group Llc CRD 108772 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $1.7B | 7 | 10 | 19 | 03/31/2026 | ☆ |
| 4174 | Journey Advisory Group, Llc CRD 171919 | Covington, KY | Wealth Manager · Mid-sized ($1B–$10B) | $1.7B | 888 | 2,113 | 31 | 06/08/2026 | ☆ |
| 4175 | Dorchester Capital Advisors, Llc CRD 157965 | Los Angeles, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.7B | 13 | 14 | 15 | 03/30/2026 | ☆ |
| 4176 | Richbrook Advisors, Lp CRD 316848 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.7B | 8 | 8 | 8 | 03/19/2026 | ☆ |
| 4177 | The Hoerner Planning Group, Llc CRD 139464 | Middleburg, VA | Wealth Manager · Mid-sized ($1B–$10B) | $1.7B | 432 | 1,877 | 8 | 03/26/2026 | ☆ |
| 4178 | Dock Street Capital Management Llc CRD 157155 | Westport, CT | Investment Adviser · Mid-sized ($1B–$10B) | $1.7B | 60 | 60 | 4 | 01/12/2026 | ☆ |
| 4179 | Bain Capital Partnership Strategies, Lp CRD 297457 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.7B | 7 | 7 | 17 | 03/31/2026 | ☆ |
| 4180 | Blue Sea Capital Llc CRD 169023 | West Palm Beach, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.7B | 6 | 6 | 24 | 03/27/2026 | ☆ |
| 4181 | Martin & Company, Inc CRD 108718 | Knoxville, TN | Investment Adviser · Mid-sized ($1B–$10B) | $1.7B | 119 | 260 | 6 | 05/28/2026 | ☆ |
| 4182 | Lpc Realty Advisors I, Llc CRD 112175 | Chicago, IL | Investment Adviser · Mid-sized ($1B–$10B) | $1.6B | 1 | 9 | 03/23/2026 | ☆ | |
| 4183 | Personal Cfo Solutions Llc CRD 158248 | Chester, NJ | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.6B | 653 | 4,764 | 18 | 03/30/2026 | ☆ |
| 4184 | Pathway Financial Advisors, Llc CRD 124801 | South Burlington, VT | Wealth Manager · Mid-sized ($1B–$10B) | $1.6B | 253 | 1,147 | 11 | 07/31/2026 | ☆ |
| 4185 | Mwp Advisory, Llc CRD 309573 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.6B | 2 | 2 | 39 | 03/31/2026 | ☆ |
| 4186 | Park Presidio Capital Llc CRD 168954 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.6B | 6 | 8 | 8 | 03/17/2026 | ☆ |
| 4187 | Lyell Wealth Management Lp CRD 283521 | Menlo Park, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.6B | 307 | 307 | 11 | 03/27/2026 | ☆ |
| 4188 | Era Partners Llc CRD 307400 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.6B | 14 | 14 | 15 | 03/31/2026 | ☆ |
| 4189 | Strategic Wealth Partners, Ltd. CRD 148586 | Independence, OH | Wealth Manager · Mid-sized ($1B–$10B) | $1.6B | 3,674 | 3,674 | 24 | 03/29/2026 | ☆ |
| 4190 | Cordillera Investment Partners, L.P. CRD 277036 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.6B | 27 | 27 | 12 | 03/31/2026 | ☆ |
| 4191 | Scarborough Advisors, Llc CRD 169517 | Annapolis, MD | Wealth Manager · Mid-sized ($1B–$10B) | $1.6B | 2,664 | 4,323 | 23 | 03/26/2026 | ☆ |
| 4192 | Buck Wealth Strategies, Llc CRD 322138 | Denver, CO | Wealth Manager · Mid-sized ($1B–$10B) | $1.6B | 2,948 | 5,193 | 102 | 07/07/2026 | ☆ |
| 4193 | Ars Wealth Advisors Group, Llc CRD 314882 | St. Petersburg, FL | Wealth Manager · Mid-sized ($1B–$10B) | $1.6B | 1,071 | 2,750 | 24 | 03/26/2026 | ☆ |
| 4194 | Steel Grove Capital Advisors, Llc CRD 115231 | Memphis, TN | Wealth Manager · Mid-sized ($1B–$10B) | $1.6B | 884 | 884 | 13 | 03/27/2026 | ☆ |
| 4195 | Tree Line Advisors (Hong Kong) Ltd CRD 140648 | Hong Kong | Private Fund Manager · Mid-sized ($1B–$10B) | $1.6B | 1 | 1 | 16 | 03/23/2026 | ☆ |
| 4196 | N CRD 157728 | Wealth Manager · Mid-sized ($1B–$10B) | $1.6B | 1,498 | 4,410 | 27 | 04/08/2025 | ☆ | |
| 4197 | Willow Asset Management Llc CRD 282487 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.6B | 411 | 411 | 105 | 06/15/2026 | ☆ |
| 4198 | First Principles Group Management, Llc CRD 322950 | Private Fund Manager · Mid-sized ($1B–$10B) | $1.6B | 23 | 23 | 2 | 05/13/2026 | ☆ | |
| 4199 | Usa Financial Exchange Llc CRD 283466 | Ada, MI | Wealth Manager · Mid-sized ($1B–$10B) | $1.6B | 10,265 | 9,971 | 38 | 03/27/2026 | ☆ |
| 4200 | Ardsley Advisory Partners Lp CRD 301116 | Norwalk, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $1.6B | 11 | 11 | 11 | 05/06/2026 | ☆ |