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 |
|---|---|---|---|---|---|---|---|---|---|
| 5551 | Fta Asset Management, Llc CRD 332377 | Charlotte, NC | Investment Adviser · Mid-sized ($1B–$10B) | $1.0B | 14 | 16 | 13 | 09/24/2026 | ☆ |
| 5552 | Growth Catalyst Partners, L.P. CRD 311410 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 15 | 15 | 14 | 05/22/2026 | ☆ |
| 5553 | Invictus Fiduciary Services, Llc CRD 286117 | Memphis, TN | Investment Adviser · Mid-sized ($1B–$10B) | $1.0B | 33 | 33 | 2 | 03/25/2026 | ☆ |
| 5554 | Lathrop Investment Management Company CRD 334458 | Little Rock, AR | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 235 | 836 | 5 | 03/25/2026 | ☆ |
| 5555 | Fermata Advisors, Llc CRD 305614 | Sonoma, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 3,879 | 3,879 | 26 | 08/05/2026 | ☆ |
| 5556 | Anderson Growth Partners, Llc CRD 138600 | Birmingham, AL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 209 | 209 | 14 | 03/26/2026 | ☆ |
| 5557 | Vectors Research Management Llc CRD 137772 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $1.0B | 859 | 1,269 | 4 | 03/18/2026 | ☆ |
| 5558 | 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 | ☆ |
| 5559 | N CRD 157311 | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 3 | 3 | 9 | 05/30/2025 | ☆ | |
| 5560 | The Northstar Group, Inc. CRD 110409 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 258 | 677 | 6 | 03/24/2026 | ☆ |
| 5561 | Mirador Capital Partners, Lp CRD 173764 | Pleasanton, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 662 | 2,249 | 15 | 07/23/2026 | ☆ |
| 5562 | Renovo Capital, Llc CRD 164144 | Dallas, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 8 | 8 | 14 | 03/31/2026 | ☆ |
| 5563 | 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 | ☆ |
| 5564 | Daybreak Fund Advisors Llc CRD 163267 | Houston, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 6 | 6 | 29 | 05/21/2026 | ☆ |
| 5565 | Aire Advisors, Llc CRD 307450 | Beverly Hills, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 369 | 1,163 | 9 | 07/17/2026 | ☆ |
| 5566 | West Paces Advisors, Inc. CRD 175512 | Atlanta, GA | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 255 | 831 | 7 | 01/30/2026 | ☆ |
| 5567 | M Financial Investment Advisers Inc CRD 106648 | Portland, OR | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.0B | 1 | 4 | 3 | 09/01/2026 | ☆ |
| 5568 | Great Hill Capital, Llc CRD 328021 | Multi-Family Office · Mid-sized ($1B–$10B) | $1.0B | 76 | 83 | 1 | 01/30/2026 | ☆ | |
| 5569 | East Coast Asset Management, Llc CRD 147910 | Essex, MA | Investment Adviser · Mid-sized ($1B–$10B) | $1.0B | 211 | 373 | 9 | 06/01/2026 | ☆ |
| 5570 | Volofin Capital Management (Us) Llc CRD 309922 | Daniel Island, SC | Investment Adviser · Mid-sized ($1B–$10B) | $1.0B | 2 | 2 | 9 | 03/31/2026 | ☆ |
| 5571 | Pya Waltman Capital, Llc CRD 137283 | Knoxville, TN | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 424 | 1,528 | 17 | 03/02/2026 | ☆ |
| 5572 | Mcglone Suttner Wealth Management, Inc. CRD 149830 | Appleton, WI | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 708 | 2,913 | 14 | 02/26/2026 | ☆ |
| 5573 | Bhms Investments, Lp CRD 162554 | Westport, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 7 | 7 | 13 | 03/27/2026 | ☆ |
| 5574 | Corbyn Investment Management Inc CRD 104716 | Lutherville, MD | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.0B | 444 | 512 | 10 | 06/29/2026 | ☆ |
| 5575 | Longuevue Management Company Llc CRD 330117 | Metairie, LA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 4 | 4 | 25 | 04/13/2026 | ☆ |
| 5576 | The Quarry Lp CRD 323449 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 4 | 4 | 11 | 03/30/2026 | ☆ |
| 5577 | Longford Capital Management, Lp CRD 284049 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 4 | 4 | 14 | 03/30/2026 | ☆ |
| 5578 | Burling Wealth Partners, Llc CRD 332198 | Chicago, IL | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 253 | 922 | 8 | 03/31/2026 | ☆ |
| 5579 | Bluesky Wealth Advisors, Llc CRD 116760 | New Bern, NC | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 351 | 1,716 | 14 | 03/02/2026 | ☆ |
| 5580 | Msouth Equity Partners, Llc CRD 157601 | Atlanta, GA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 2 | 2 | 18 | 03/31/2026 | ☆ |
| 5581 | Lateral Investment Management, Llc CRD 159649 | Burlingame, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 23 | 23 | 24 | 06/26/2026 | ☆ |
| 5582 | Fincadia Advisors Llc CRD 338396 | Melville, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 2 | 2 | 3 | 03/06/2026 | ☆ |
| 5583 | Quantum Capital Management, Llc CRD 111083 | Northfield, NJ | Investment Adviser · Mid-sized ($1B–$10B) | $1.0B | 133 | 209 | 4 | 03/26/2026 | ☆ |
| 5584 | Hudock, Inc. CRD 149255 | Williamsport, PA | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 921 | 2,589 | 15 | 02/27/2026 | ☆ |
| 5585 | Azimut Investment Advisors Llc CRD 134626 | Miami, FL | Investment Adviser · Mid-sized ($1B–$10B) | $1.0B | 384 | 485 | 10 | 05/12/2026 | ☆ |
| 5586 | Everest Financial Group Llc CRD 137260 | Minneapolis, MN | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 1,940 | 4,505 | 12 | 03/30/2026 | ☆ |
| 5587 | Oliver Luxxe Assets Llc CRD 169588 | Gladstone, NJ | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 471 | 1,704 | 9 | 08/19/2026 | ☆ |
| 5588 | World Equity Group, Inc. CRD 29087 | Schaumburg, IL | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.0B | 3,151 | 2,999 | 165 | 06/09/2026 | ☆ |
| 5589 | Capsouth Partners, Inc. CRD 132517 | Dothan, AL | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.0B | 373 | 1,420 | 22 | 03/25/2026 | ☆ |
| 5590 | Seeds Investor Llc CRD 308909 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 950 | 1,968 | 25 | 07/09/2026 | ☆ |
| 5591 | Fivespan Partners, Lp CRD 332551 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 6 | 6 | 9 | 03/31/2026 | ☆ |
| 5592 | Sachetta, Llc CRD 145713 | Lynnfield, MA | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 595 | 2,034 | 25 | 02/24/2026 | ☆ |
| 5593 | Cohen Capital Management Inc CRD 107903 | Corte Madera, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.0B | 110 | 110 | 7 | 03/30/2026 | ☆ |
| 5594 | Sava Capital Llc CRD 335379 | Dorado, PR | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 1 | 1 | 5 | 03/19/2026 | ☆ |
| 5595 | Verbena Value Lp CRD 337379 | Westport, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $1.0B | 1 | 1 | 9 | 07/16/2026 | ☆ |
| 5596 | Dawson Partners (Us) Inc. CRD 339430 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $999M | 1 | 2 | 231 | 06/09/2026 | ☆ |
| 5597 | Palm Beach Capital Management Iii, Llc CRD 159611 | West Palm Beach, FL | Private Fund Manager · Small ($100M–$1B) | $999M | 14 | 14 | 11 | 03/27/2026 | ☆ |
| 5598 | Henrickson Nauta Wealth Advisors, Inc. CRD 141201 | Belmont, MI | Wealth Manager · Small ($100M–$1B) | $998M | 554 | 2,114 | 15 | 09/23/2026 | ☆ |
| 5599 | Nexwave Capital Partners Llc CRD 241788 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $998M | 23 | 44 | 16 | 03/31/2026 | ☆ |
| 5600 | Daybright Advisory Services, Inc. CRD 133795 | Miami, FL | Institutional / Pension Advisor · Small ($100M–$1B) | $997M | 696 | 696 | 10 | 03/27/2026 | ☆ |