Investment advisers
45,009 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 |
|---|---|---|---|---|---|---|---|---|---|
| 5051 | Hackman Capital Partners, Llc CRD 314721 | Culver City, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.2B | 18 | 18 | 65 | 06/30/2026 | ☆ |
| 5052 | Ram Investment Partners, Llc CRD 161077 | Bellevue, WA | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 583 | 2,608 | 20 | 03/24/2026 | ☆ |
| 5053 | Aspire Growth Partners Llc CRD 312063 | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 958 | 3,152 | 5 | 06/04/2026 | ☆ | |
| 5054 | Gainline Capital Partners Lp CRD 285325 | Stamford, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $1.2B | 8 | 8 | 20 | 03/31/2026 | ☆ |
| 5055 | Founders Financial Alliance, Llc CRD 173011 | Raleigh, NC | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 2,412 | 4,229 | 31 | 03/10/2026 | ☆ |
| 5056 | Tennessee Valley Asset Management Partners, Llc CRD 160321 | Knoxville, TN | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.2B | 2,553 | 5,057 | 38 | 06/08/2026 | ☆ |
| 5057 | Crossmark Wealth Management, Llc CRD 289004 | Houston, TX | Endowment & Foundation Advisor · Mid-sized ($1B–$10B) | $1.2B | 723 | 723 | 6 | 08/04/2026 | ☆ |
| 5058 | Sachem Hill Llc CRD 174210 | Denver, CO | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 141 | 505 | 8 | 03/24/2026 | ☆ |
| 5059 | The Partners Wealth Management, Llc CRD 314816 | Carmel By The Sea, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 6,212 | 4,637 | 38 | 09/09/2026 | ☆ |
| 5060 | Nuverse Advisors Llc CRD 119840 | Hallandale Beach, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.2B | 46 | 46 | 17 | 03/31/2026 | ☆ |
| 5061 | Polus Capital Management (Us) Inc. CRD 323283 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.2B | 3 | 3 | 18 | 03/31/2026 | ☆ |
| 5062 | Waycross Partners, Llc CRD 153838 | Louisville, KY | Investment Adviser · Mid-sized ($1B–$10B) | $1.2B | 50 | 51 | 13 | 06/02/2026 | ☆ |
| 5063 | Tcp Asset Management, Llc CRD 286037 | Upper Arlington, OH | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 2,221 | 5,021 | 43 | 07/27/2026 | ☆ |
| 5064 | Verus Financial Partners, Inc. CRD 106744 | Richmond, VA | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 636 | 1,935 | 21 | 05/18/2026 | ☆ |
| 5065 | Cooper/Haims Advisors, Llc CRD 124122 | Victor, NY | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 527 | 1,654 | 19 | 08/19/2026 | ☆ |
| 5066 | Verdad Advisers, L.P. CRD 171048 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.2B | 33 | 33 | 8 | 03/11/2026 | ☆ |
| 5067 | Sikich Capital Management Llc CRD 142640 | Springfield, IL | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 1,164 | 2,482 | 22 | 03/27/2026 | ☆ |
| 5068 | Crumly And Associates, Incorporated CRD 168998 | Springfield, IL | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.2B | 679 | 1,691 | 12 | 06/10/2026 | ☆ |
| 5069 | N CRD 328970 | Private Fund Manager · Mid-sized ($1B–$10B) | $1.2B | 1 | 1 | 8 | 09/17/2025 | ☆ | |
| 5070 | Crusonia Wealth Advisors Llc CRD 330057 | Denver, CO | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 542 | 1,960 | 20 | 07/15/2026 | ☆ |
| 5071 | N CRD 174434 | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 777 | 2,989 | 20 | 12/26/2025 | ☆ | |
| 5072 | Scp Investment, Lp CRD 283397 | Private Fund Manager · Mid-sized ($1B–$10B) | $1.2B | 13 | 13 | 4 | 03/26/2026 | ☆ | |
| 5073 | Dinuzzo Private Wealth, Inc. CRD 112778 | Beaver, PA | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 796 | 2,592 | 19 | 09/14/2026 | ☆ |
| 5074 | Cross Lake Partners Lp CRD 297215 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.2B | 11 | 11 | 13 | 03/31/2026 | ☆ |
| 5075 | Arlon Advisor Llc CRD 160635 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.2B | 20 | 20 | 60 | 06/29/2026 | ☆ |
| 5076 | Deerfield Financial Advisors, Inc. CRD 104964 | Indianapolis, IN | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 331 | 1,073 | 14 | 03/03/2026 | ☆ |
| 5077 | Signet Financial Management, Llc CRD 105310 | Parsippany, NJ | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 707 | 1,932 | 17 | 03/27/2026 | ☆ |
| 5078 | Sevenoneseven Capital Management, Ltd CRD 305092 | Lancaster, PA | Investment Adviser · Mid-sized ($1B–$10B) | $1.2B | 167 | 199 | 5 | 08/13/2026 | ☆ |
| 5079 | Kearns & Associates Llc CRD 157449 | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 46 | 53 | 2 | 03/10/2026 | ☆ | |
| 5080 | Octagon Capital Advisors Lp CRD 306424 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.2B | 8 | 8 | 10 | 03/20/2026 | ☆ |
| 5081 | Portland Global Advisors Llc CRD 109127 | Portland, ME | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 304 | 1,010 | 13 | 03/26/2026 | ☆ |
| 5082 | Brand Asset Management Group, Inc. CRD 106162 | Chesterfield, MO | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 355 | 1,795 | 22 | 02/12/2026 | ☆ |
| 5083 | Audax Pdb Management Company, Llc CRD 333812 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $1.2B | 1 | 1 | 249 | 08/05/2026 | ☆ |
| 5084 | Wellington Shields Capital Management, Llc CRD 150529 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 574 | 578 | 20 | 03/24/2026 | ☆ |
| 5085 | Willow Tree Capital Corp Advisors Llc CRD 328528 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $1.2B | 2 | 2 | 21 | 09/09/2026 | ☆ |
| 5086 | Vss Fund Management Llc CRD 156600 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.2B | 13 | 13 | 31 | 03/27/2026 | ☆ |
| 5087 | Cheviot Value Management, Llc CRD 166291 | Beverly Hills, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 619 | 1,215 | 7 | 08/14/2026 | ☆ |
| 5088 | Straightline Group, Llc CRD 127401 | Troy, MI | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.2B | 2,365 | 4,752 | 11 | 07/10/2026 | ☆ |
| 5089 | Associated Investment Services, Inc. CRD 1464 | Green Bay, WI | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.2B | 3,852 | 5,422 | 60 | 04/06/2026 | ☆ |
| 5090 | The Leuthold Group, Llc CRD 105826 | Minneapolis, MN | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.2B | 200 | 200 | 17 | 07/06/2026 | ☆ |
| 5091 | Allegiant Wealth Advisors, Llc CRD 330239 | Tulsa, OK | Multi-Family Office · Mid-sized ($1B–$10B) | $1.2B | 34 | 104 | 3 | 03/16/2026 | ☆ |
| 5092 | Space Capital Management Llc CRD 287867 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.2B | 51 | 51 | 6 | 03/23/2026 | ☆ |
| 5093 | Wpwealth Llp CRD 145467 | Fort Worth, TX | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.2B | 512 | 1,622 | 18 | 09/18/2026 | ☆ |
| 5094 | Cota Capital Management, Llc CRD 226750 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.2B | 17 | 17 | 16 | 03/31/2026 | ☆ |
| 5095 | Woodard & Co Asset Management Group Inc CRD 108199 | Bermuda Run, NC | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 1,832 | 1,832 | 5 | 04/30/2026 | ☆ |
| 5096 | Oarsman Capital, Inc CRD 109993 | Milwaukee, WI | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 676 | 2,256 | 21 | 09/08/2026 | ☆ |
| 5097 | Financial Perspectives, Inc. CRD 135549 | Minneapolis, MN | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 737 | 1,852 | 14 | 03/25/2026 | ☆ |
| 5098 | Shoreview Industries V, Llc CRD 156686 | Minneapolis, MN | Private Fund Manager · Mid-sized ($1B–$10B) | $1.2B | 11 | 11 | 19 | 03/27/2026 | ☆ |
| 5099 | Tvl Management Corporation CRD 159537 | Private Fund Manager · Mid-sized ($1B–$10B) | $1.2B | 10 | 10 | 7 | 05/05/2026 | ☆ | |
| 5100 | Baxter Brothers Inc. CRD 106548 | Riverside, CT | Wealth Manager · Mid-sized ($1B–$10B) | $1.2B | 446 | 1,057 | 7 | 03/11/2026 | ☆ |