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 |
|---|---|---|---|---|---|---|---|---|---|
| 4501 | Fidus Investment Advisors, Llc CRD 156981 | Evanston, IL | Investment Adviser · Mid-sized ($1B–$10B) | $1.4B | 3 | 3 | 35 | 03/30/2026 | ☆ |
| 4502 | Blue Point Capital Partners Llc CRD 157031 | Cleveland, OH | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 13 | 13 | 30 | 03/20/2026 | ☆ |
| 4503 | Northeast Financial Group, Inc. CRD 122609 | Allentown, PA | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.4B | 739 | 1,710 | 1 | 07/28/2026 | ☆ |
| 4504 | D'orazio & Associates, Inc. CRD 131976 | Vienna, VA | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 291 | 291 | 11 | 03/31/2026 | ☆ |
| 4505 | Campbell Newman Asset Management Inc CRD 107003 | Milwaukee, WI | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 1,475 | 1,475 | 9 | 03/09/2026 | ☆ |
| 4506 | Fusion Family Wealth, Llc CRD 168254 | Woodbury, NY | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 368 | 1,324 | 8 | 03/03/2026 | ☆ |
| 4507 | Spirepoint Private Client, Llc CRD 327350 | Vero Beach, FL | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.4B | 1,376 | 1,376 | 10 | 06/25/2026 | ☆ |
| 4508 | Mv Capital Management, Inc. CRD 139034 | Bethesda, MD | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 516 | 1,224 | 8 | 03/31/2026 | ☆ |
| 4509 | Terracap Management Llc CRD 169695 | Naples, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 11 | 11 | 21 | 05/01/2026 | ☆ |
| 4510 | Pinkerton Wealth, Llc CRD 120973 | Coeur D'alene, ID | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 1,262 | 13,361 | 49 | 07/06/2026 | ☆ |
| 4511 | Isthmus Partners, Llc CRD 171279 | Madison, WI | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 381 | 1,894 | 17 | 01/23/2026 | ☆ |
| 4512 | Clearline Capital Lp CRD 166699 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 3 | 3 | 11 | 05/08/2026 | ☆ |
| 4513 | Parkside Investments, Llc CRD 286178 | Deerfield, IL | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 227 | 710 | 7 | 07/31/2026 | ☆ |
| 4514 | Mpe Mgt. Co., Llc CRD 281787 | Cleveland, OH | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 11 | 11 | 26 | 03/29/2026 | ☆ |
| 4515 | Ironshore Financial, Llc CRD 294053 | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $1.4B | 24 | 24 | 1 | 03/04/2026 | ☆ | |
| 4516 | Sheridan Cp, Lp CRD 299035 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 6 | 6 | 30 | 05/14/2026 | ☆ |
| 4517 | Terra Reit Advisors, Llc CRD 290571 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 10 | 11 | 30 | 03/31/2026 | ☆ |
| 4518 | Bay Colony Advisory Group, Inc. CRD 152583 | Concord, MA | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 2,668 | 4,340 | 36 | 03/23/2026 | ☆ |
| 4519 | Nassau Alternative Investments Llc CRD 300006 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 8 | 9 | 6 | 07/21/2026 | ☆ |
| 4520 | Sentry Investment Management, L.L.C. CRD 105176 | Stevens Point, WI | Investment Adviser · Mid-sized ($1B–$10B) | $1.4B | 2 | 2 | 10 | 03/26/2026 | ☆ |
| 4521 | Jgp Wealth Management, Llc CRD 290694 | Bend, OR | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 803 | 3,335 | 23 | 02/03/2026 | ☆ |
| 4522 | Portside Wealth Group, Llc CRD 325175 | Provo, UT | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 6,475 | 7,819 | 54 | 07/22/2026 | ☆ |
| 4523 | Oak City Consulting, Llc CRD 162220 | Wake Forest, NC | Endowment & Foundation Advisor · Mid-sized ($1B–$10B) | $1.4B | 46 | 336 | 6 | 07/28/2026 | ☆ |
| 4524 | Sanderson Wealth Management, Llc CRD 118910 | Buffalo, NY | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 325 | 1,755 | 19 | 03/31/2026 | ☆ |
| 4525 | Slw Management Company Llc CRD 329215 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 4 | 4 | 10 | 03/30/2026 | ☆ |
| 4526 | Osp, Llc CRD 169245 | Edina, MN | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 6 | 6 | 35 | 03/31/2026 | ☆ |
| 4527 | 1832 Asset Management U.S. Inc. CRD 120836 | Toronto, Ontario | Investment Adviser · Mid-sized ($1B–$10B) | $1.4B | 296 | 462 | 251 | 05/12/2026 | ☆ |
| 4528 | Anderson Hoagland & Co CRD 105157 | St Louis, MO | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 150 | 415 | 8 | 02/03/2026 | ☆ |
| 4529 | True Private Wealth Advisors, Llc CRD 164947 | Salem, OR | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 1,592 | 1,592 | 22 | 05/06/2026 | ☆ |
| 4530 | Man Global Private Markets (Uk) Limited CRD 198515 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 8 | 8 | 22 | 03/31/2026 | ☆ |
| 4531 | United Advisor Group, Llc CRD 324205 | Cincinnati, OH | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 6,600 | 6,600 | 69 | 04/20/2026 | ☆ |
| 4532 | Nottingham Advisors Inc. CRD 104928 | Amherst, NY | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $1.4B | 795 | 1,385 | 11 | 03/30/2026 | ☆ |
| 4533 | Kryger Capital Llc CRD 318571 | Hamilton | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 8 | 8 | 4 | 02/23/2026 | ☆ |
| 4534 | Eightfold Real Estate Capital, L.P. CRD 163086 | Miami, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 13 | 13 | 19 | 04/21/2026 | ☆ |
| 4535 | Larson Capital Management, Llc CRD 301971 | Chesterfield, MO | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 66 | 66 | 13 | 05/08/2026 | ☆ |
| 4536 | Whitehawk Capital Partners Lp CRD 307669 | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 11 | 11 | 20 | 03/26/2026 | ☆ | |
| 4537 | The Edgar Lomax Company CRD 105444 | Alexandria, VA | Investment Adviser · Mid-sized ($1B–$10B) | $1.4B | 36 | 36 | 8 | 03/13/2026 | ☆ |
| 4538 | Ironsides Asset Advisors, Llc CRD 161683 | Rocky Mount, NC | Multi-Family Office · Mid-sized ($1B–$10B) | $1.4B | 39 | 872 | 3 | 02/12/2026 | ☆ |
| 4539 | Mbl Wealth, Llc CRD 305176 | Charlotte, NC | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 270 | 1,156 | 14 | 03/11/2026 | ☆ |
| 4540 | Principal Advised Services, Llc CRD 297324 | Des Moines, IA | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 23,164 | 23,164 | 383 | 07/10/2026 | ☆ |
| 4541 | Lfm Capital, Llc CRD 173834 | Nashville, TN | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 9 | 9 | 25 | 03/31/2026 | ☆ |
| 4542 | Tekne Capital Management, Llc CRD 164648 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 24 | 24 | 11 | 03/23/2026 | ☆ |
| 4543 | Revolve Wealth Partners, Llc CRD 286643 | Hackensack, NJ | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.4B | 698 | 2,450 | 20 | 06/04/2026 | ☆ |
| 4544 | Ulysses Management Llc CRD 157251 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 4 | 4 | 23 | 03/13/2026 | ☆ |
| 4545 | Apis Capital Advisors, Llc CRD 131200 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 9 | 9 | 9 | 03/27/2026 | ☆ |
| 4546 | Fourstar Wealth Advisors, Llc CRD 169613 | Chicago, IL | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.4B | 1,798 | 3,691 | 48 | 03/31/2026 | ☆ |
| 4547 | Tallvine Partners Management Lp CRD 330629 | Coral Gables, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 7 | 7 | 16 | 04/27/2026 | ☆ |
| 4548 | Mason Wells, Inc. CRD 173069 | Milwaukee, WI | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 4 | 4 | 22 | 03/30/2026 | ☆ |
| 4549 | Truemark Investments, Llc CRD 306600 | Chicago, IL | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.4B | 27 | 27 | 6 | 06/10/2026 | ☆ |
| 4550 | Virtus Advisers, Llc CRD 168955 | Hartford, CT | Investment Adviser · Mid-sized ($1B–$10B) | $1.4B | 9 | 14 | 8 | 03/20/2026 | ☆ |