Investment advisers
44,512 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 |
|---|---|---|---|---|---|---|---|---|---|
| 5501 | Radianx Capital, Llc CRD 298178 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 4 | 4 | 5 | 07/31/2026 | ☆ |
| 5502 | Wedbush Fund Advisers, Llc CRD 334057 | Pasadena, CA | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.0B | 4 | 4 | 5 | 04/16/2026 | ☆ |
| 5503 | Centricus Investment Advisors (Us) Llc CRD 341654 | Beverly Hills, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 2 | 2 | 20 | 05/01/2026 | ☆ |
| 5504 | Soundwatch Capital, Llc CRD 173151 | Dallas, TX | Investment Adviser · Mid-sized ($1B–$10B) | $1.0B | 1 | 330 | 5 | 05/13/2026 | ☆ |
| 5505 | Northstar Company, Llc CRD 158003 | Minneapolis, MN | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 6 | 6 | 17 | 03/30/2026 | ☆ |
| 5506 | Greatmark Investment Partners, Inc. CRD 105267 | Columbus, GA | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 433 | 1,159 | 7 | 03/02/2026 | ☆ |
| 5507 | Zevin Asset Management, Llc CRD 165269 | Boston, MA | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 768 | 769 | 15 | 03/26/2026 | ☆ |
| 5508 | Alpine Grove Partners Llp CRD 157485 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 12 | 12 | 21 | 03/20/2026 | ☆ |
| 5509 | N CRD 156185 | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 1,289 | 3,733 | 28 | 06/23/2025 | ☆ | |
| 5510 | Wm Partners, Lp CRD 235788 | Aventura, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 14 | 14 | 24 | 03/31/2026 | ☆ |
| 5511 | Newbrook Capital Advisors Lp CRD 138930 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 4 | 4 | 6 | 03/30/2026 | ☆ |
| 5512 | Asset Allocation Strategies, Llc CRD 152339 | Farmington, MI | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 4,394 | 6,660 | 45 | 07/02/2026 | ☆ |
| 5513 | Breakwater Capital Group CRD 321097 | Paramus, NJ | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 370 | 1,336 | 4 | 07/24/2026 | ☆ |
| 5514 | 36 South Capital Advisors Llp CRD 166406 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 10 | 10 | 24 | 03/27/2026 | ☆ |
| 5515 | Meg Green & Associates, Inc. CRD 284866 | Plantation, FL | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 657 | 1,924 | 15 | 03/31/2026 | ☆ |
| 5516 | Mcd Kissner Gp, Llc CRD 336165 | Overland Park, KS | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 3 | 3 | 5 | 03/25/2026 | ☆ |
| 5517 | Edge Natural Resources Llc CRD 230787 | Dallas, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 7 | 7 | 14 | 03/30/2026 | ☆ |
| 5518 | Lafleur & Godfrey Llc CRD 168831 | Grand Rapids, MI | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 498 | 853 | 7 | 07/09/2026 | ☆ |
| 5519 | Sollinda Capital Management Llc CRD 321742 | Miami, FL | Investment Adviser · Mid-sized ($1B–$10B) | $1.0B | 1,729 | 1,729 | 20 | 06/10/2026 | ☆ |
| 5520 | Portfolio Strategies Inc Ny CRD 106942 | Montvale, NJ | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 3,412 | 3,412 | 11 | 04/06/2026 | ☆ |
| 5521 | Gfg Capital, Llc CRD 128059 | Miami, FL | Investment Adviser · Mid-sized ($1B–$10B) | $1.0B | 291 | 707 | 16 | 03/25/2026 | ☆ |
| 5522 | Jt Stratford, Llc CRD 155629 | Gainesville, GA | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 1,266 | 2,734 | 18 | 03/31/2026 | ☆ |
| 5523 | Verum Partners Llc CRD 301058 | Charlotte, NC | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 405 | 1,560 | 17 | 07/13/2026 | ☆ |
| 5524 | Enervest Investment Services, L.L.C. CRD 297181 | Houston, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 8 | 8 | 316 | 05/06/2026 | ☆ |
| 5525 | Teamwork Financial Advisors, Llc CRD 165237 | San Antonio, TX | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 2,485 | 4,648 | 29 | 05/18/2026 | ☆ |
| 5526 | Jocelyn Investment Management, Llc CRD 323831 | San Rafael, CA | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $1.0B | 259 | 268 | 2 | 03/27/2026 | ☆ |
| 5527 | Archer Investment Corporation CRD 136403 | Carmel, IN | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 4,335 | 5,147 | 80 | 03/17/2026 | ☆ |
| 5528 | Verita Strategic Wealth Partners, Llc CRD 335215 | San Francisco, CA | Multi-Family Office · Mid-sized ($1B–$10B) | $1.0B | 17 | 17 | 9 | 03/20/2026 | ☆ |
| 5529 | Isometry Capital, Llc CRD 307544 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 12 | 12 | 16 | 03/30/2026 | ☆ |
| 5530 | Navigation Group Llc CRD 130982 | Redwood Shores, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 342 | 1,394 | 6 | 03/26/2026 | ☆ |
| 5531 | Vertex Planning Partners, Llc CRD 316839 | Downers Grove, IL | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 843 | 2,580 | 20 | 03/30/2026 | ☆ |
| 5532 | Dorsey, Wright & Associates, Llc CRD 104925 | Richmond, VA | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.0B | 840 | 840 | 25 | 04/01/2026 | ☆ |
| 5533 | Standard Family Office, Llc CRD 301865 | Sioux Falls, SD | Multi-Family Office · Mid-sized ($1B–$10B) | $1.0B | 2 | 2 | 8 | 07/29/2026 | ☆ |
| 5534 | 10 X Capital Partners Llc CRD 332547 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 2 | 3 | 2 | 03/31/2026 | ☆ |
| 5535 | Main Management Fund Advisors, Llc CRD 281689 | San Francisco, CA | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.0B | 1 | 1 | 27 | 03/31/2026 | ☆ |
| 5536 | Peak Asset Management, Llc CRD 106944 | Louisville, CO | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 342 | 1,119 | 16 | 03/12/2026 | ☆ |
| 5537 | Brigham Management, Llc CRD 300627 | Austin, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 10 | 10 | 39 | 03/31/2026 | ☆ |
| 5538 | Fta Asset Management, Llc CRD 332377 | Charlotte, NC | Investment Adviser · Mid-sized ($1B–$10B) | $1.0B | 14 | 16 | 13 | 03/25/2026 | ☆ |
| 5539 | Growth Catalyst Partners, L.P. CRD 311410 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 15 | 15 | 14 | 05/22/2026 | ☆ |
| 5540 | Invictus Fiduciary Services, Llc CRD 286117 | Memphis, TN | Investment Adviser · Mid-sized ($1B–$10B) | $1.0B | 33 | 33 | 2 | 03/25/2026 | ☆ |
| 5541 | Lathrop Investment Management Company CRD 334458 | Little Rock, AR | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 235 | 836 | 5 | 03/25/2026 | ☆ |
| 5542 | Fermata Advisors, Llc CRD 305614 | Sonoma, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 3,879 | 3,879 | 26 | 08/05/2026 | ☆ |
| 5543 | Anderson Growth Partners, Llc CRD 138600 | Birmingham, AL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 209 | 209 | 14 | 03/26/2026 | ☆ |
| 5544 | Vectors Research Management Llc CRD 137772 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $1.0B | 859 | 1,269 | 4 | 03/18/2026 | ☆ |
| 5545 | Nomura Asset Management U.S.A. Inc CRD 108222 | New York, NY | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.0B | 4 | 4 | 26 | 06/24/2026 | ☆ |
| 5546 | N CRD 157311 | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 3 | 3 | 9 | 05/30/2025 | ☆ | |
| 5547 | The Northstar Group, Inc. CRD 110409 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 258 | 677 | 6 | 03/24/2026 | ☆ |
| 5548 | Mirador Capital Partners, Lp CRD 173764 | Pleasanton, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 662 | 2,249 | 15 | 07/23/2026 | ☆ |
| 5549 | Renovo Capital, Llc CRD 164144 | Dallas, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 8 | 8 | 14 | 03/31/2026 | ☆ |
| 5550 | Legacy Financial Group, Llc CRD 154927 | Des Moines, IA | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.0B | 1,452 | 4,146 | 18 | 05/18/2026 | ☆ |