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 |
|---|---|---|---|---|---|---|---|---|---|
| 5601 | Merit Capital Partners Management, L.L.C. CRD 156890 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $991M | 2 | 2 | 19 | 07/31/2026 | ☆ |
| 5602 | Brown | Miller Wealth Management, Llc CRD 305742 | Mclean, VA | Wealth Manager · Small ($100M–$1B) | $991M | 508 | 2,704 | 11 | 04/14/2026 | ☆ |
| 5603 | Riverview Research, Llc CRD 162318 | Independence, OH | Investment Adviser · Small ($100M–$1B) | $991M | 34 | 165 | 3 | 03/06/2026 | ☆ |
| 5604 | Cander Asset Management Lp CRD 337596 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $989M | 4 | 4 | 3 | 03/11/2026 | ☆ |
| 5605 | Sculptor Advisors Llc CRD 319598 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $989M | 1 | 1 | 334 | 03/31/2026 | ☆ |
| 5606 | Man Global Private Markets (Usa) Inc. CRD 284066 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $988M | 7 | 7 | 10 | 07/30/2026 | ☆ |
| 5607 | Morris & Wells Wealth Management CRD 162411 | Charlottesville, VA | Wealth Manager · Small ($100M–$1B) | $988M | 298 | 298 | 2 | 03/16/2026 | ☆ |
| 5608 | Terril Brothers Inc CRD 110422 | Saint Louis, MO | Wealth Manager · Small ($100M–$1B) | $988M | 488 | 1,140 | 16 | 03/30/2026 | ☆ |
| 5609 | Bcs Financial, Llc CRD 115489 | Johnson City, TN | Wealth Manager · Small ($100M–$1B) | $987M | 848 | 1,862 | 12 | 03/13/2026 | ☆ |
| 5610 | Oneascent Investment Solutions, Llc CRD 285512 | Birmingham, AL | Mutual Fund / Asset Manager · Small ($100M–$1B) | $987M | 20 | 47 | 27 | 03/12/2026 | ☆ |
| 5611 | Financial Enhancement Group Llc CRD 159017 | Anderson, IN | Insurance-Affiliated · Small ($100M–$1B) | $987M | 1,281 | 3,599 | 25 | 07/16/2026 | ☆ |
| 5612 | Story3 Capital Partners, Llc CRD 300651 | Private Fund Manager · Small ($100M–$1B) | $987M | 12 | 16 | 8 | 04/10/2026 | ☆ | |
| 5613 | Ellis Investment Partners, Llc CRD 157669 | Berwyn, PA | Wealth Manager · Small ($100M–$1B) | $987M | 820 | 792 | 23 | 03/12/2026 | ☆ |
| 5614 | Concentrum Wealth Management, Inc. CRD 167151 | San Jose, CA | Wealth Manager · Small ($100M–$1B) | $987M | 420 | 1,546 | 7 | 03/24/2026 | ☆ |
| 5615 | Goodwin Capital Advisers, Inc. CRD 108290 | Hartford, CT | Investment Adviser · Small ($100M–$1B) | $987M | 1 | 5 | 9 | 03/30/2026 | ☆ |
| 5616 | American Independent Securities Group, Llc CRD 135288 | Eagle, ID | Insurance-Affiliated · Small ($100M–$1B) | $986M | 4,385 | 4,385 | 49 | 03/31/2026 | ☆ |
| 5617 | Pacific Sage Partners, Llc CRD 315663 | Edmonds, WA | Wealth Manager · Small ($100M–$1B) | $986M | 830 | 2,482 | 8 | 03/04/2026 | ☆ |
| 5618 | North Sky Capital, Llc CRD 133959 | Wayzata, MN | Private Fund Manager · Small ($100M–$1B) | $986M | 15 | 15 | 17 | 03/25/2026 | ☆ |
| 5619 | Fine Capital Partners, L.P. CRD 156889 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $986M | 2 | 2 | 4 | 05/05/2026 | ☆ |
| 5620 | Fiduciary Experts Llc CRD 146721 | Investment Adviser · Small ($100M–$1B) | $986M | 75 | 89 | 3 | 05/19/2026 | ☆ | |
| 5621 | Rfg Bristol Wealth Advisors, Llc CRD 330145 | Taunton, MA | Insurance-Affiliated · Small ($100M–$1B) | $986M | 885 | 2,073 | 10 | 06/03/2026 | ☆ |
| 5622 | The Rice Partnership, Llc CRD 135701 | Honolulu, HI | Wealth Manager · Small ($100M–$1B) | $985M | 442 | 1,240 | 11 | 04/28/2026 | ☆ |
| 5623 | Pagaya Investments Us Llc CRD 299672 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $985M | 11 | 11 | 121 | 06/18/2026 | ☆ |
| 5624 | Encompass More Asset Management Llc CRD 322382 | Danville, CA | Wealth Manager · Small ($100M–$1B) | $985M | 4,008 | 8,361 | 108 | 06/15/2026 | ☆ |
| 5625 | Barton Investment Management, Llc CRD 141084 | W. Conshohocken, PA | Multi-Family Office · Small ($100M–$1B) | $985M | 94 | 263 | 7 | 02/02/2026 | ☆ |
| 5626 | Avion Wealth, Llc CRD 134242 | The Woodlands, TX | Wealth Manager · Small ($100M–$1B) | $985M | 300 | 1,702 | 15 | 05/06/2026 | ☆ |
| 5627 | Nuance Investments, Llc CRD 148534 | Kansas City, MO | Investment Adviser · Small ($100M–$1B) | $984M | 257 | 257 | 11 | 07/01/2026 | ☆ |
| 5628 | Vistashares Advisors Llc CRD 331812 | Mutual Fund / Asset Manager · Small ($100M–$1B) | $984M | 9 | 9 | 6 | 03/23/2026 | ☆ | |
| 5629 | Tac Partners, Inc. CRD 158249 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $983M | 6 | 6 | 18 | 04/29/2026 | ☆ |
| 5630 | Walter & Keenan Wealth Management, Llc CRD 104838 | South Bend, IN | Wealth Manager · Small ($100M–$1B) | $983M | 158 | 479 | 7 | 03/27/2026 | ☆ |
| 5631 | Asset One Wealth Management, Llc CRD 336350 | Bellevue, WA | Wealth Manager · Small ($100M–$1B) | $983M | 1,173 | 3,056 | 19 | 07/09/2026 | ☆ |
| 5632 | Semper Augustus Investments Group Llc CRD 108153 | Highlands Ranch, CO | Wealth Manager · Small ($100M–$1B) | $982M | 269 | 529 | 9 | 03/31/2026 | ☆ |
| 5633 | Oliver Luxxe Assets Llc CRD 169588 | Gladstone, NJ | Wealth Manager · Small ($100M–$1B) | $982M | 463 | 1,609 | 9 | 03/25/2026 | ☆ |
| 5634 | New Forests Inc. CRD 165267 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $982M | 4 | 4 | 22 | 09/22/2025 | ☆ |
| 5635 | Prytania Investment Advisors Llp CRD 285874 | London | Investment Adviser · Small ($100M–$1B) | $982M | 5 | 11 | 10 | 07/08/2026 | ☆ |
| 5636 | N CRD 107615 | Multi-Family Office · Small ($100M–$1B) | $982M | 81 | 81 | 10 | 03/07/2025 | ☆ | |
| 5637 | Altiora Financial Group, Llc CRD 292008 | Wealth Manager · Small ($100M–$1B) | $982M | 134 | 599 | 1 | 03/03/2026 | ☆ | |
| 5638 | Broadshore Capital Partners, Llc CRD 119200 | Los Angeles, CA | Investment Adviser · Small ($100M–$1B) | $982M | 11 | 11 | 16 | 07/28/2026 | ☆ |
| 5639 | Khrom Capital Management, Llc CRD 170711 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $981M | 2 | 2 | 6 | 03/31/2026 | ☆ |
| 5640 | N CRD 282502 | Wealth Manager · Small ($100M–$1B) | $979M | 4,970 | 4,925 | 22 | 03/25/2025 | ☆ | |
| 5641 | Village Global Management, L.L.C. CRD 289258 | Covina, CA | Private Fund Manager · Small ($100M–$1B) | $979M | 9 | 9 | 13 | 03/31/2026 | ☆ |
| 5642 | Wealth Alliance Advisory Group, Llc CRD 290329 | Wichita, KS | Wealth Manager · Small ($100M–$1B) | $979M | 982 | 982 | 7 | 06/03/2026 | ☆ |
| 5643 | Summit Wealth & Retirement Planning, Inc. CRD 285972 | Eagle, ID | Wealth Manager · Small ($100M–$1B) | $978M | 354 | 1,018 | 12 | 03/09/2026 | ☆ |
| 5644 | Astoria Portfolio Advisors Llc CRD 288271 | New York, NY | Investment Adviser · Small ($100M–$1B) | $978M | 123 | 1,068 | 9 | 03/31/2026 | ☆ |
| 5645 | Keyframe Capital Partners, L.P. CRD 305812 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $977M | 13 | 15 | 8 | 03/31/2026 | ☆ |
| 5646 | Patton Fund Management, Inc. CRD 120533 | Private Fund Manager · Small ($100M–$1B) | $977M | 143 | 273 | 1 | 03/20/2026 | ☆ | |
| 5647 | Mbe Wealth Management, Llc CRD 165516 | Tomah, WI | Wealth Manager · Small ($100M–$1B) | $977M | 2,598 | 5,412 | 18 | 07/07/2026 | ☆ |
| 5648 | Night Squared Lp CRD 333933 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $976M | 7 | 7 | 14 | 05/29/2026 | ☆ |
| 5649 | Satovsky Asset Management Llc CRD 143519 | New York, NY | Insurance-Affiliated · Small ($100M–$1B) | $975M | 216 | 216 | 12 | 04/16/2026 | ☆ |
| 5650 | Balmoral Management Ii L.P. CRD 164956 | Los Angeles, CA | Private Fund Manager · Small ($100M–$1B) | $974M | 3 | 3 | 16 | 04/30/2026 | ☆ |