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 |
|---|---|---|---|---|---|---|---|---|---|
| 5651 | Maia Wealth, Llc CRD 292817 | Denver, CO | Wealth Manager · Small ($100M–$1B) | $973M | 2,148 | 5,265 | 43 | 05/20/2026 | ☆ |
| 5652 | N CRD 325732 | Wealth Manager · Small ($100M–$1B) | $973M | 436 | 474 | 12 | 12/08/2025 | ☆ | |
| 5653 | Lebenthal Global Advisors, Llc CRD 283303 | Hauppauge, NY | Wealth Manager · Small ($100M–$1B) | $972M | 2,465 | 3,546 | 30 | 03/12/2026 | ☆ |
| 5654 | Crewcial Partners Llc CRD 131570 | New York, NY | Endowment & Foundation Advisor · Small ($100M–$1B) | $972M | 9 | 246 | 45 | 04/30/2026 | ☆ |
| 5655 | Aufman Associates Inc CRD 104622 | Sewickley, PA | Wealth Manager · Small ($100M–$1B) | $972M | 245 | 249 | 7 | 03/30/2026 | ☆ |
| 5656 | Intertide Partners L.L.C. CRD 326896 | Chicago, IL | Multi-Family Office · Small ($100M–$1B) | $971M | 2 | 301 | 3 | 04/30/2026 | ☆ |
| 5657 | Veery Capital, Llc CRD 298465 | West Chester, PA | Insurance-Affiliated · Small ($100M–$1B) | $971M | 314 | 804 | 13 | 03/13/2026 | ☆ |
| 5658 | Elk River Wealth Management Llc CRD 307263 | Denver, CO | Insurance-Affiliated · Small ($100M–$1B) | $971M | 285 | 806 | 11 | 02/24/2026 | ☆ |
| 5659 | The Arkansas Financial Group, Inc. CRD 104808 | Little Rock, AR | Wealth Manager · Small ($100M–$1B) | $971M | 367 | 1,661 | 11 | 03/05/2026 | ☆ |
| 5660 | Scott Capital Partners Llp CRD 332026 | London | Multi-Family Office · Small ($100M–$1B) | $971M | 87 | 87 | 20 | 06/19/2026 | ☆ |
| 5661 | Chicago Atlantic Advisers, Llc CRD 311619 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $970M | 9 | 9 | 93 | 07/15/2026 | ☆ |
| 5662 | Columbus Macro, Llc CRD 286374 | Investment Adviser · Small ($100M–$1B) | $970M | 22 | 5,375 | 7 | 02/27/2026 | ☆ | |
| 5663 | Cirrus Real Estate Partners Lp CRD 323210 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $970M | 21 | 21 | 21 | 07/02/2026 | ☆ |
| 5664 | Garrett Wealth Advisory Group, Llc CRD 173563 | Weatherford, TX | Wealth Manager · Small ($100M–$1B) | $970M | 798 | 2,039 | 20 | 03/31/2026 | ☆ |
| 5665 | Tda, Inc. CRD 112016 | San Mateo, CA | Institutional / Pension Advisor · Small ($100M–$1B) | $969M | 4 | 4 | 22 | 12/15/2025 | ☆ |
| 5666 | Carrera Capital Advisors, Llc CRD 330834 | Troy, MI | Wealth Manager · Small ($100M–$1B) | $969M | 998 | 1,957 | 13 | 07/24/2026 | ☆ |
| 5667 | First Sentier Investors (Us) Llc CRD 170739 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $969M | 11 | 11 | 44 | 05/27/2026 | ☆ |
| 5668 | Cat Rock Capital Management Lp CRD 268817 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $968M | 4 | 4 | 6 | 03/18/2026 | ☆ |
| 5669 | Odeon Capital Advisors Llc CRD 307619 | New York, NY | Investment Adviser · Small ($100M–$1B) | $967M | 34 | 35 | 14 | 03/31/2026 | ☆ |
| 5670 | Factorial Funds Management Llc CRD 319107 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $967M | 25 | 25 | 6 | 03/31/2026 | ☆ |
| 5671 | Lifeworks Advisors, Llc CRD 288255 | Grand Rapids, MI | Wealth Manager · Small ($100M–$1B) | $967M | 1,814 | 4,836 | 48 | 06/17/2026 | ☆ |
| 5672 | Petrichor Healthcare Capital Management Lp CRD 288664 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $966M | 6 | 6 | 16 | 03/31/2026 | ☆ |
| 5673 | Timefolio Asset Management Singapore Pte. Ltd. CRD 339423 | Singapore, Singapore | Private Fund Manager · Small ($100M–$1B) | $966M | 27 | 27 | 11 | 03/18/2026 | ☆ |
| 5674 | Ashford Capital Management Inc CRD 110696 | Wilmington, DE | Investment Adviser · Small ($100M–$1B) | $966M | 92 | 95 | 14 | 07/28/2026 | ☆ |
| 5675 | Unique Wealth, Llc CRD 312462 | Tampa, FL | Wealth Manager · Small ($100M–$1B) | $966M | 846 | 846 | 15 | 03/12/2026 | ☆ |
| 5676 | Hexagon Capital Partners, Llc CRD 305850 | Rogers, AR | Insurance-Affiliated · Small ($100M–$1B) | $965M | 445 | 1,292 | 8 | 03/25/2026 | ☆ |
| 5677 | Curiam Capital Llc CRD 305220 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $965M | 4 | 4 | 7 | 03/13/2026 | ☆ |
| 5678 | Brookwood Advisors, Llc CRD 338550 | Beverly, MA | Private Fund Manager · Small ($100M–$1B) | $964M | 6 | 6 | 5 | 05/07/2026 | ☆ |
| 5679 | Revival Healthcare Capital Llc CRD 315069 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $964M | 6 | 6 | 12 | 03/31/2026 | ☆ |
| 5680 | Grace & White, Inc CRD 110761 | New York, NY | Wealth Manager · Small ($100M–$1B) | $964M | 187 | 349 | 5 | 05/08/2026 | ☆ |
| 5681 | Zenith Am CRD 173046 | Paris | Private Fund Manager · Small ($100M–$1B) | $964M | 53 | 53 | 18 | 04/02/2026 | ☆ |
| 5682 | Ami Investment Management Inc CRD 106321 | Kendallville, IN | Endowment & Foundation Advisor · Small ($100M–$1B) | $964M | 315 | 764 | 6 | 03/24/2026 | ☆ |
| 5683 | Boone Capital Management Llc CRD 316230 | Atlanta, GA | Private Fund Manager · Small ($100M–$1B) | $963M | 3 | 3 | 5 | 03/30/2026 | ☆ |
| 5684 | Evernest Financial Advisors CRD 328161 | Carmel, IN | Wealth Manager · Small ($100M–$1B) | $963M | 303 | 1,300 | 6 | 03/31/2026 | ☆ |
| 5685 | Bison Capital Asset Management, Llc CRD 160562 | Santa Monica, CA | Private Fund Manager · Small ($100M–$1B) | $962M | 5 | 5 | 12 | 03/28/2026 | ☆ |
| 5686 | Partners For Growth Managers, Llc CRD 163495 | Tiburon, CA | Private Fund Manager · Small ($100M–$1B) | $962M | 7 | 7 | 21 | 03/27/2026 | ☆ |
| 5687 | Cache Advisors Llc CRD 323063 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $962M | 7 | 7 | 15 | 07/28/2026 | ☆ |
| 5688 | Intelligent Wealth Solutions Llc CRD 300403 | Austin, TX | Insurance-Affiliated · Small ($100M–$1B) | $961M | 3,156 | 3,156 | 6 | 03/12/2026 | ☆ |
| 5689 | White Deer Management Llc CRD 161361 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $961M | 15 | 15 | 9 | 03/31/2026 | ☆ |
| 5690 | The Pacific Center For Financial Services CRD 104557 | Danville, CA | Wealth Manager · Small ($100M–$1B) | $961M | 781 | 1,672 | 4 | 06/01/2026 | ☆ |
| 5691 | Folium Capital Lp CRD 284801 | Burlington, MA | Private Fund Manager · Small ($100M–$1B) | $960M | 8 | 8 | 10 | 03/31/2026 | ☆ |
| 5692 | Tranquility Partners, Llc CRD 283478 | Brentwood, TN | Wealth Manager · Small ($100M–$1B) | $960M | 259 | 958 | 7 | 08/03/2026 | ☆ |
| 5693 | Clearlist Capital Llc CRD 329206 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $960M | 4 | 4 | 8 | 06/15/2026 | ☆ |
| 5694 | Kingdon Capital Management, L.L.C. CRD 157509 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $960M | 8 | 8 | 19 | 03/30/2026 | ☆ |
| 5695 | Spc Management Co., Inc. CRD 157259 | Bedminster, NJ | Private Fund Manager · Small ($100M–$1B) | $960M | 5 | 5 | 18 | 03/23/2026 | ☆ |
| 5696 | Roehl & Yi Investment Advisors, Llc CRD 109258 | Eugene, OR | Wealth Manager · Small ($100M–$1B) | $959M | 500 | 1,683 | 16 | 03/20/2026 | ☆ |
| 5697 | Maridea Wealth Management Llc CRD 325523 | Brooklyn, NY | Wealth Manager · Small ($100M–$1B) | $959M | 1,555 | 4,904 | 48 | 06/05/2026 | ☆ |
| 5698 | Militia Capital Management, Llc CRD 335763 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $959M | 1 | 1 | 7 | 05/05/2026 | ☆ |
| 5699 | Leonard Rickey Investment Advisors, P.L.L.C. CRD 116891 | Yakima, WA | Wealth Manager · Small ($100M–$1B) | $958M | 1,102 | 3,277 | 19 | 03/12/2026 | ☆ |
| 5700 | Cortland Associates Inc CRD 104681 | St. Louis, MO | Wealth Manager · Small ($100M–$1B) | $958M | 387 | 387 | 7 | 03/27/2026 | ☆ |