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 |
|---|---|---|---|---|---|---|---|---|---|
| 4701 | Capital Investment Counsel, Llc CRD 328472 | Denver, CO | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 468 | 1,408 | 8 | 03/30/2026 | ☆ |
| 4702 | Innovatus Capital Partners, Llc CRD 281928 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 21 | 21 | 20 | 03/26/2026 | ☆ |
| 4703 | 1315 Capital, Llc CRD 175292 | Philadelphia, PA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 11 | 11 | 17 | 03/24/2026 | ☆ |
| 4704 | Fin Venture Capital Management Llc CRD 298492 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 24 | 24 | 23 | 06/24/2026 | ☆ |
| 4705 | Fifth Avenue Family Office Llc CRD 122448 | Naples, FL | Multi-Family Office · Mid-sized ($1B–$10B) | $1.4B | 9 | 124 | 7 | 03/16/2026 | ☆ |
| 4706 | Intellus Advisors, Llc CRD 332883 | Naples, FL | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.4B | 1,029 | 3,462 | 15 | 03/25/2026 | ☆ |
| 4707 | Moisand Fitzgerald Tamayo, Llc CRD 109419 | Orlando, FL | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 912 | 3,662 | 30 | 03/30/2026 | ☆ |
| 4708 | N CRD 311371 | Investment Adviser · Mid-sized ($1B–$10B) | $1.3B | 2 | 2 | 1 | 03/31/2025 | ☆ | |
| 4709 | N CRD 123608 | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 6,190 | 6,190 | 263 | 09/26/2025 | ☆ | |
| 4710 | Gibraltar Capital Management, Inc. CRD 122328 | Tulsa, OK | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 529 | 2,041 | 31 | 06/01/2026 | ☆ |
| 4711 | N CRD 110031 | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 727 | 1,658 | 30 | 08/14/2025 | ☆ | |
| 4712 | 12 West Capital Management Lp CRD 160197 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 5 | 5 | 11 | 03/20/2026 | ☆ |
| 4713 | Cross Creek Advisors, Llc CRD 165803 | Salt Lake City, UT | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 16 | 16 | 20 | 03/27/2026 | ☆ |
| 4714 | Standard Crypto Management Lp CRD 305439 | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 6 | 6 | 15 | 04/29/2026 | ☆ | |
| 4715 | 776 Management, Llc CRD 311918 | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 31 | 31 | 15 | 03/31/2026 | ☆ | |
| 4716 | Greenpoint Group, Lp CRD 310532 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 9 | 9 | 10 | 08/03/2026 | ☆ |
| 4717 | Msh Capital Advisors Llc CRD 157835 | Scottsdale, AZ | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.3B | 2,361 | 2,362 | 35 | 04/27/2026 | ☆ |
| 4718 | Cohalo Advisory Llc CRD 297315 | Investment Adviser · Mid-sized ($1B–$10B) | $1.3B | 31 | 66 | 1 | 04/10/2026 | ☆ | |
| 4719 | Hill Investment Group Partners, Llc CRD 312052 | St. Louis, MO | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 382 | 1,481 | 12 | 03/31/2026 | ☆ |
| 4720 | Estate Counselors, Llc CRD 123452 | Thiensville, WI | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.3B | 56 | 319 | 7 | 03/16/2026 | ☆ |
| 4721 | Strategy Capital Llc CRD 169007 | Los Altos, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 5 | 5 | 7 | 03/02/2026 | ☆ |
| 4722 | Stillwater Capital Advisors, Llc CRD 149946 | Devon, PA | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 589 | 2,244 | 6 | 05/14/2026 | ☆ |
| 4723 | Equity Resource Investments, Llc CRD 161186 | Cambridge, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 68 | 68 | 27 | 05/14/2026 | ☆ |
| 4724 | Weatherbie Capital, Llc CRD 105991 | Boston, MA | Investment Adviser · Mid-sized ($1B–$10B) | $1.3B | 80 | 80 | 7 | 06/18/2026 | ☆ |
| 4725 | Orangewood Partners Management Llc CRD 282292 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 19 | 19 | 15 | 03/30/2026 | ☆ |
| 4726 | Security Financial Services, Inc. CRD 122050 | Fort Wayne, IN | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 1,057 | 3,297 | 16 | 03/24/2026 | ☆ |
| 4727 | Lodestar Private Asset Management Llc CRD 107638 | Alamo, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 549 | 1,921 | 7 | 03/02/2026 | ☆ |
| 4728 | Permira Credit Llc CRD 330996 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 3 | 3 | 37 | 06/16/2026 | ☆ |
| 4729 | Y CRD 330151 | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 4 | 4 | 26 | 06/29/2026 | ☆ | |
| 4730 | Talbot Financial, Llc CRD 155162 | Bellevue, WA | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 269 | 530 | 3 | 03/02/2026 | ☆ |
| 4731 | Payne Capital Management, Llc CRD 147119 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 1,011 | 4,283 | 17 | 03/26/2026 | ☆ |
| 4732 | Quadcap Wealth Management, Llc CRD 151490 | Frisco, TX | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 582 | 1,974 | 23 | 03/30/2026 | ☆ |
| 4733 | Financial Management Professionals Inc CRD 110270 | Austin, TX | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 748 | 2,806 | 14 | 07/16/2026 | ☆ |
| 4734 | Cypress Wealth Services, Llc CRD 288992 | Palm Desert, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 836 | 2,215 | 21 | 02/06/2026 | ☆ |
| 4735 | Fco Advisors Lp CRD 290182 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $1.3B | 8 | 8 | 11 | 03/25/2026 | ☆ |
| 4736 | Hunter Associates Investment Management Llc CRD 30177 | Pittsburgh, PA | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.3B | 1,240 | 2,624 | 14 | 07/30/2026 | ☆ |
| 4737 | Colchis Capital Management, L.P. CRD 163503 | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 11 | 6 | 17 | 06/04/2026 | ☆ | |
| 4738 | Aspen Capital Management CRD 119050 | Boise, ID | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 475 | 1,518 | 12 | 02/24/2026 | ☆ |
| 4739 | Victory Financial Group Llc CRD 324943 | Austin, TX | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 3,003 | 6,805 | 47 | 07/09/2026 | ☆ |
| 4740 | Salomon And Ludwin, Llc CRD 292456 | Richmond, VA | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 459 | 1,602 | 12 | 07/17/2026 | ☆ |
| 4741 | N CRD 170207 | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 7 | 7 | 7 | 03/26/2025 | ☆ | |
| 4742 | Versor Investments Lp CRD 171663 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 16 | 16 | 59 | 11/05/2025 | ☆ |
| 4743 | American Pacific Group, L.P. CRD 306218 | Larkspur, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 4 | 4 | 23 | 03/23/2026 | ☆ |
| 4744 | Industrial Opportunity Partners, Llc CRD 156994 | Evanston, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 3 | 3 | 20 | 03/16/2026 | ☆ |
| 4745 | Centennial Securities Company Inc CRD 7763 | Grand Rapids, MI | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.3B | 2,520 | 3,962 | 45 | 04/30/2026 | ☆ |
| 4746 | Aip Management Lp CRD 322494 | Houston, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 9 | 9 | 12 | 03/31/2026 | ☆ |
| 4747 | Inspire Advisors, Llc CRD 300279 | Meridian, ID | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 3,536 | 8,330 | 63 | 06/08/2026 | ☆ |
| 4748 | Geometric Wealth Advisors, Llc CRD 171670 | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 256 | 2,081 | 32 | 05/18/2026 | ☆ | |
| 4749 | Granite State Capital Management, Lp CRD 284888 | Greenwich, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 10 | 10 | 7 | 03/31/2026 | ☆ |
| 4750 | Wendell David Associates Inc CRD 106664 | Portsmouth, NH | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 459 | 465 | 5 | 03/19/2026 | ☆ |