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 |
|---|---|---|---|---|---|---|---|---|---|
| 5751 | Edgbaston Investment Partners Llp CRD 148364 | London | Private Fund Manager · Small ($100M–$1B) | $944M | 3 | 3 | 11 | 06/29/2026 | ☆ |
| 5752 | Hazelview Securities Inc. CRD 293469 | Toronto, Ontario | Broker-Dealer (Dually Registered) · Small ($100M–$1B) | $943M | 7 | 7 | 15 | 03/30/2026 | ☆ |
| 5753 | Lafayette Investments, Inc. CRD 22471 | Ashton, MD | Wealth Manager · Small ($100M–$1B) | $943M | 245 | 611 | 7 | 04/01/2026 | ☆ |
| 5754 | Ashford Advisors, Llc CRD 114238 | Pittsford, NY | Multi-Family Office · Small ($100M–$1B) | $943M | 79 | 215 | 8 | 03/18/2026 | ☆ |
| 5755 | Vesey Street Capital Partners, L.L.C. CRD 285544 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $942M | 19 | 19 | 15 | 03/31/2026 | ☆ |
| 5756 | Eq, Llc CRD 291033 | Insurance-Affiliated · Small ($100M–$1B) | $942M | 544 | 2,476 | 15 | 09/21/2026 | ☆ | |
| 5757 | Hutchinson Capital Management CRD 106158 | San Rafael, CA | Wealth Manager · Small ($100M–$1B) | $942M | 296 | 779 | 7 | 03/30/2026 | ☆ |
| 5758 | Disciplined Investors, L.L.C. CRD 114614 | Waco, TX | Wealth Manager · Small ($100M–$1B) | $942M | 528 | 1,632 | 8 | 03/23/2026 | ☆ |
| 5759 | Emerald Advisors, Llc CRD 305125 | Bellevue, WA | Wealth Manager · Small ($100M–$1B) | $941M | 216 | 983 | 10 | 09/10/2026 | ☆ |
| 5760 | Df Investment Manager, Llc CRD 334742 | Atlanta, GA | Private Fund Manager · Small ($100M–$1B) | $941M | 27 | 3 | 79 | 03/31/2026 | ☆ |
| 5761 | Fagan Associates Inc CRD 107562 | Troy, NY | Wealth Manager · Small ($100M–$1B) | $941M | 1,800 | 3,144 | 7 | 03/09/2026 | ☆ |
| 5762 | Rudney Associates, Inc. CRD 110235 | Alamo, CA | Wealth Manager · Small ($100M–$1B) | $940M | 470 | 492 | 2 | 03/31/2026 | ☆ |
| 5763 | Taproot Management Lp CRD 335061 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $940M | 3 | 3 | 22 | 03/23/2026 | ☆ |
| 5764 | Develop Capital Partners, Lp. CRD 338965 | Pittsford, NY | Investment Adviser · Small ($100M–$1B) | $940M | 1 | 1 | 4 | 01/28/2026 | ☆ |
| 5765 | Blankinship & Foster, Llc CRD 104795 | Solana Beach, CA | Wealth Manager · Small ($100M–$1B) | $940M | 290 | 996 | 16 | 03/05/2026 | ☆ |
| 5766 | Strattam Capital Management, Llc CRD 171845 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $939M | 17 | 17 | 13 | 03/25/2026 | ☆ |
| 5767 | Ascension Capital Advisors, Inc. CRD 109518 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $939M | 240 | 670 | 10 | 06/30/2026 | ☆ |
| 5768 | Roberts, Glore & Co. CRD 109792 | Deerfield, IL | Wealth Manager · Small ($100M–$1B) | $938M | 397 | 1,158 | 7 | 03/05/2026 | ☆ |
| 5769 | Cedar Street Asset Management Llc CRD 285814 | Chicago, IL | Investment Adviser · Small ($100M–$1B) | $938M | 4 | 8 | 11 | 03/19/2026 | ☆ |
| 5770 | Mac Alpha Capital Management, Lp CRD 311412 | Tampa, FL | Investment Adviser · Small ($100M–$1B) | $938M | 9 | 16 | 8 | 03/30/2026 | ☆ |
| 5771 | Sirios Capital Management, L.P. CRD 160580 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $937M | 5 | 5 | 15 | 09/16/2026 | ☆ |
| 5772 | Cc Capital Insurance Advisors Llc CRD 334723 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $937M | 2 | 2 | 6 | 06/02/2026 | ☆ |
| 5773 | N CRD 22449 | Wealth Manager · Small ($100M–$1B) | $937M | 2,368 | 2,368 | 48 | 04/08/2025 | ☆ | |
| 5774 | Stonebrook Private Llc CRD 325434 | Northville, MI | Wealth Manager · Small ($100M–$1B) | $937M | 596 | 4,146 | 11 | 05/13/2026 | ☆ |
| 5775 | N CRD 132634 | Wealth Manager · Small ($100M–$1B) | $936M | 143 | 259 | 6 | 03/05/2025 | ☆ | |
| 5776 | Ritter Daniher Financial Advisory Llc CRD 321827 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $936M | 686 | 2,129 | 15 | 03/16/2026 | ☆ |
| 5777 | Dalal Street, Llc CRD 161471 | West Lake Hills, TX | Private Fund Manager · Small ($100M–$1B) | $936M | 6 | 8 | 3 | 08/27/2026 | ☆ |
| 5778 | Ara Gc Partners, Llc CRD 334354 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $936M | 11 | 11 | 23 | 04/01/2026 | ☆ |
| 5779 | Hartline Investment Corp. CRD 106923 | Winnetka, IL | Wealth Manager · Small ($100M–$1B) | $935M | 266 | 455 | 6 | 03/30/2026 | ☆ |
| 5780 | Heronbridge Investment Management Llp CRD 164314 | Bath | Private Fund Manager · Small ($100M–$1B) | $935M | 4 | 5 | 11 | 06/29/2026 | ☆ |
| 5781 | Financial Solutions Advisory Group, Inc. CRD 125218 | Chicago, IL | Wealth Manager · Small ($100M–$1B) | $935M | 360 | 360 | 10 | 03/25/2026 | ☆ |
| 5782 | Crane Advisory Llc CRD 314432 | Fullerton, CA | Insurance-Affiliated · Small ($100M–$1B) | $935M | 468 | 1,048 | 12 | 02/25/2026 | ☆ |
| 5783 | Uniting Wealth Partners Llc CRD 332317 | Denver, CO | Wealth Manager · Small ($100M–$1B) | $935M | 854 | 2,337 | 23 | 08/26/2026 | ☆ |
| 5784 | Sandlot Partners, Llc CRD 311409 | Orem, UT | Private Fund Manager · Small ($100M–$1B) | $934M | 49 | 49 | 18 | 07/06/2026 | ☆ |
| 5785 | Telescope Partners Llc CRD 286637 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $934M | 13 | 13 | 12 | 03/26/2026 | ☆ |
| 5786 | Johnson Bixby & Associates, Llc CRD 310839 | Vancouver, WA | Insurance-Affiliated · Small ($100M–$1B) | $934M | 777 | 2,205 | 15 | 03/13/2026 | ☆ |
| 5787 | Mountain Pacific Investment Advisers, Llc CRD 104749 | Boise, ID | Wealth Manager · Small ($100M–$1B) | $934M | 319 | 769 | 6 | 03/05/2026 | ☆ |
| 5788 | Strategic Equity Management, Inc. CRD 112142 | Tucson, AZ | Wealth Manager · Small ($100M–$1B) | $933M | 1,990 | 4,065 | 11 | 03/24/2026 | ☆ |
| 5789 | Trails Edge Capital Partners, Lp CRD 335659 | Atlanta, GA | Private Fund Manager · Small ($100M–$1B) | $933M | 3 | 3 | 7 | 04/14/2026 | ☆ |
| 5790 | Estabrook Capital Management Llc CRD 128856 | New York, NY | Wealth Manager · Small ($100M–$1B) | $933M | 767 | 767 | 10 | 03/27/2026 | ☆ |
| 5791 | Toscafund Asset Management Llp CRD 155132 | London | Private Fund Manager · Small ($100M–$1B) | $933M | 7 | 7 | 26 | 06/26/2026 | ☆ |
| 5792 | N CRD 285229 | Wealth Manager · Small ($100M–$1B) | $933M | 19 | 142 | 5 | 03/24/2025 | ☆ | |
| 5793 | N CRD 111300 | Private Fund Manager · Small ($100M–$1B) | $933M | 19 | 19 | 50 | 07/03/2025 | ☆ | |
| 5794 | 3 L Capital Management, Llc CRD 294003 | Los Angeles, CA | Private Fund Manager · Small ($100M–$1B) | $932M | 10 | 10 | 4 | 03/31/2026 | ☆ |
| 5795 | Ls Investment Advisors, Llc CRD 146829 | Bloomfield Hills, MI | Wealth Manager · Small ($100M–$1B) | $932M | 193 | 432 | 10 | 06/03/2026 | ☆ |
| 5796 | J. Safra Sarasin Asset Management (North America) Ltd CRD 292433 | Geneva | Wealth Manager · Small ($100M–$1B) | $932M | 225 | 225 | 7 | 03/25/2026 | ☆ |
| 5797 | Prevail Innovative Wealth Advisors, Llc CRD 288641 | Leawood, KS | Insurance-Affiliated · Small ($100M–$1B) | $932M | 822 | 2,149 | 41 | 04/28/2026 | ☆ |
| 5798 | Nw1 Partners Uk Llp CRD 289003 | London | Private Fund Manager · Small ($100M–$1B) | $932M | 4 | 4 | 22 | 06/26/2026 | ☆ |
| 5799 | Frisch Financial Group, Inc. CRD 126524 | Melville, NY | Wealth Manager · Small ($100M–$1B) | $932M | 601 | 1,759 | 18 | 04/10/2026 | ☆ |
| 5800 | Clearalpha Technologies Lp CRD 325995 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $932M | 3 | 3 | 21 | 03/30/2026 | ☆ |