Investment advisers
45,019 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 | Glen Eagle Advisors, Llc CRD 282920 | Kingston, NJ | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.0B | 3,401 | 3,401 | 21 | 04/02/2026 | ☆ |
| 5502 | Vestwell Advisors Llc CRD 284173 | New York, NY | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $1.0B | 83,310 | 83,310 | 30 | 07/15/2026 | ☆ |
| 5503 | Cardinal Capital Management Inc CRD 108076 | Raleigh, NC | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 305 | 1,498 | 4 | 02/16/2026 | ☆ |
| 5504 | Astaris Capital Management Llp CRD 160262 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 6 | 6 | 10 | 06/25/2026 | ☆ |
| 5505 | Bass And Bell, Inc. CRD 300557 | Little Rock, AR | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 373 | 1,322 | 6 | 03/25/2026 | ☆ |
| 5506 | Thayer Street Partners Management, Llc CRD 170763 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 24 | 24 | 8 | 03/30/2026 | ☆ |
| 5507 | Perryman Financial Advisory, Inc. CRD 107653 | Dallas, TX | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.0B | 526 | 526 | 8 | 03/31/2026 | ☆ |
| 5508 | Alpha Omega Wealth Management, Llc CRD 149842 | Richmond, VA | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 490 | 1,310 | 9 | 09/14/2026 | ☆ |
| 5509 | Stanley Laman Group Ltd. CRD 112112 | Berwyn, PA | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.0B | 301 | 787 | 24 | 04/27/2026 | ☆ |
| 5510 | Capital Investment Counsel Inc CRD 104591 | Raleigh, NC | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 1,271 | 1,271 | 11 | 04/29/2026 | ☆ |
| 5511 | N CRD 315828 | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 1,889 | 5,227 | 26 | 03/26/2026 | ☆ | |
| 5512 | Saw Mill Capital L.L.C. CRD 156472 | Briarcliff Manor, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 10 | 10 | 25 | 03/26/2026 | ☆ |
| 5513 | Pettyjohn, Wood & White, Inc. CRD 106403 | Lynchburg, VA | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 586 | 1,016 | 6 | 03/10/2026 | ☆ |
| 5514 | Huron Capital Partners Llc CRD 157060 | Detroit, MI | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 12 | 12 | 16 | 06/16/2026 | ☆ |
| 5515 | Radianx Capital, Llc CRD 298178 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 4 | 4 | 5 | 07/31/2026 | ☆ |
| 5516 | Wedbush Fund Advisers, Llc CRD 334057 | Pasadena, CA | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.0B | 4 | 4 | 5 | 04/16/2026 | ☆ |
| 5517 | 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 | ☆ |
| 5518 | Soundwatch Capital, Llc CRD 173151 | Dallas, TX | Investment Adviser · Mid-sized ($1B–$10B) | $1.0B | 1 | 330 | 5 | 05/13/2026 | ☆ |
| 5519 | Northstar Company, Llc CRD 158003 | Minneapolis, MN | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 6 | 6 | 17 | 03/30/2026 | ☆ |
| 5520 | Greatmark Investment Partners, Inc. CRD 105267 | Columbus, GA | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 433 | 1,159 | 7 | 03/02/2026 | ☆ |
| 5521 | Zevin Asset Management, Llc CRD 165269 | Boston, MA | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 768 | 769 | 15 | 03/26/2026 | ☆ |
| 5522 | Alpine Grove Partners Llp CRD 157485 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 12 | 12 | 21 | 09/11/2026 | ☆ |
| 5523 | N CRD 156185 | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 1,289 | 3,733 | 28 | 06/23/2025 | ☆ | |
| 5524 | Wm Partners, Lp CRD 235788 | Aventura, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 14 | 14 | 24 | 03/31/2026 | ☆ |
| 5525 | Newbrook Capital Advisors Lp CRD 138930 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 4 | 4 | 6 | 03/30/2026 | ☆ |
| 5526 | Asset Allocation Strategies, Llc CRD 152339 | Farmington, MI | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 4,394 | 6,660 | 45 | 09/18/2026 | ☆ |
| 5527 | Breakwater Capital Group CRD 321097 | Paramus, NJ | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 370 | 1,336 | 4 | 07/24/2026 | ☆ |
| 5528 | 36 South Capital Advisors Llp CRD 166406 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 10 | 10 | 24 | 03/27/2026 | ☆ |
| 5529 | Meg Green & Associates, Inc. CRD 284866 | Plantation, FL | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 657 | 1,924 | 15 | 03/31/2026 | ☆ |
| 5530 | Mcd Kissner Gp, Llc CRD 336165 | Overland Park, KS | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 3 | 3 | 5 | 03/25/2026 | ☆ |
| 5531 | Edge Natural Resources Llc CRD 230787 | Dallas, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 7 | 7 | 14 | 03/30/2026 | ☆ |
| 5532 | Lafleur & Godfrey Llc CRD 168831 | Grand Rapids, MI | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 498 | 853 | 7 | 07/09/2026 | ☆ |
| 5533 | Sollinda Capital Management Llc CRD 321742 | Miami, FL | Investment Adviser · Mid-sized ($1B–$10B) | $1.0B | 1,729 | 1,729 | 20 | 09/08/2026 | ☆ |
| 5534 | Portfolio Strategies Inc Ny CRD 106942 | Montvale, NJ | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 3,412 | 3,412 | 11 | 04/06/2026 | ☆ |
| 5535 | Gfg Capital, Llc CRD 128059 | Miami, FL | Investment Adviser · Mid-sized ($1B–$10B) | $1.0B | 291 | 707 | 16 | 03/25/2026 | ☆ |
| 5536 | Jt Stratford, Llc CRD 155629 | Gainesville, GA | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 1,266 | 2,734 | 18 | 03/31/2026 | ☆ |
| 5537 | Verum Partners Llc CRD 301058 | Charlotte, NC | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 405 | 1,560 | 17 | 07/13/2026 | ☆ |
| 5538 | 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 | ☆ |
| 5539 | Teamwork Financial Advisors, Llc CRD 165237 | San Antonio, TX | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 2,485 | 4,648 | 26 | 08/14/2026 | ☆ |
| 5540 | Jocelyn Investment Management, Llc CRD 323831 | San Rafael, CA | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $1.0B | 259 | 268 | 2 | 03/27/2026 | ☆ |
| 5541 | Archer Investment Corporation CRD 136403 | Carmel, IN | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 4,335 | 5,147 | 80 | 03/17/2026 | ☆ |
| 5542 | 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 | ☆ |
| 5543 | Isometry Capital, Llc CRD 307544 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 12 | 12 | 16 | 03/30/2026 | ☆ |
| 5544 | Navigation Group Llc CRD 130982 | Redwood Shores, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 342 | 1,394 | 6 | 03/26/2026 | ☆ |
| 5545 | Vertex Planning Partners, Llc CRD 316839 | Downers Grove, IL | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 843 | 2,580 | 20 | 03/30/2026 | ☆ |
| 5546 | Dorsey, Wright & Associates, Llc CRD 104925 | Richmond, VA | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.0B | 840 | 840 | 25 | 04/01/2026 | ☆ |
| 5547 | Standard Family Office, Llc CRD 301865 | Sioux Falls, SD | Multi-Family Office · Mid-sized ($1B–$10B) | $1.0B | 2 | 2 | 8 | 07/29/2026 | ☆ |
| 5548 | 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 | ☆ |
| 5549 | Main Management Fund Advisors, Llc CRD 281689 | San Francisco, CA | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.0B | 1 | 1 | 27 | 09/04/2026 | ☆ |
| 5550 | Peak Asset Management, Llc CRD 106944 | Louisville, CO | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 342 | 1,119 | 16 | 03/12/2026 | ☆ |