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 |
|---|---|---|---|---|---|---|---|---|---|
| 5751 | Develop Capital Partners, Lp. CRD 338965 | Pittsford, NY | Investment Adviser · Small ($100M–$1B) | $940M | 1 | 1 | 4 | 01/28/2026 | ☆ |
| 5752 | Blankinship & Foster, Llc CRD 104795 | Solana Beach, CA | Wealth Manager · Small ($100M–$1B) | $940M | 290 | 996 | 16 | 03/05/2026 | ☆ |
| 5753 | Strattam Capital Management, Llc CRD 171845 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $939M | 17 | 17 | 13 | 03/25/2026 | ☆ |
| 5754 | Ascension Capital Advisors, Inc. CRD 109518 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $939M | 240 | 670 | 10 | 06/30/2026 | ☆ |
| 5755 | Roberts, Glore & Co. CRD 109792 | Deerfield, IL | Wealth Manager · Small ($100M–$1B) | $938M | 397 | 1,158 | 7 | 03/05/2026 | ☆ |
| 5756 | Cedar Street Asset Management Llc CRD 285814 | Chicago, IL | Investment Adviser · Small ($100M–$1B) | $938M | 4 | 8 | 11 | 03/19/2026 | ☆ |
| 5757 | Mac Alpha Capital Management, Lp CRD 311412 | Tampa, FL | Investment Adviser · Small ($100M–$1B) | $938M | 9 | 16 | 8 | 03/30/2026 | ☆ |
| 5758 | Sirios Capital Management, L.P. CRD 160580 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $937M | 5 | 5 | 15 | 03/13/2026 | ☆ |
| 5759 | Cc Capital Insurance Advisors Llc CRD 334723 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $937M | 2 | 2 | 6 | 06/02/2026 | ☆ |
| 5760 | N CRD 22449 | Wealth Manager · Small ($100M–$1B) | $937M | 2,368 | 2,368 | 48 | 04/08/2025 | ☆ | |
| 5761 | Stonebrook Private Llc CRD 325434 | Northville, MI | Wealth Manager · Small ($100M–$1B) | $937M | 596 | 4,146 | 11 | 05/13/2026 | ☆ |
| 5762 | Brilliance Asset Management Limited CRD 282553 | Hong Kong | Private Fund Manager · Small ($100M–$1B) | $937M | 4 | 4 | 19 | 09/25/2025 | ☆ |
| 5763 | N CRD 132634 | Wealth Manager · Small ($100M–$1B) | $936M | 143 | 259 | 6 | 03/05/2025 | ☆ | |
| 5764 | Ritter Daniher Financial Advisory Llc CRD 321827 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $936M | 686 | 2,129 | 15 | 03/16/2026 | ☆ |
| 5765 | Dalal Street, Llc CRD 161471 | West Lake Hills, TX | Private Fund Manager · Small ($100M–$1B) | $936M | 6 | 8 | 3 | 03/31/2026 | ☆ |
| 5766 | Ara Gc Partners, Llc CRD 334354 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $936M | 11 | 11 | 23 | 04/01/2026 | ☆ |
| 5767 | Hartline Investment Corp. CRD 106923 | Winnetka, IL | Wealth Manager · Small ($100M–$1B) | $935M | 266 | 455 | 6 | 03/30/2026 | ☆ |
| 5768 | Heronbridge Investment Management Llp CRD 164314 | Bath | Private Fund Manager · Small ($100M–$1B) | $935M | 4 | 5 | 11 | 06/29/2026 | ☆ |
| 5769 | Financial Solutions Advisory Group, Inc. CRD 125218 | Chicago, IL | Wealth Manager · Small ($100M–$1B) | $935M | 360 | 360 | 10 | 03/25/2026 | ☆ |
| 5770 | Crane Advisory Llc CRD 314432 | Fullerton, CA | Insurance-Affiliated · Small ($100M–$1B) | $935M | 468 | 1,048 | 12 | 02/25/2026 | ☆ |
| 5771 | Uniting Wealth Partners Llc CRD 332317 | Denver, CO | Wealth Manager · Small ($100M–$1B) | $935M | 854 | 2,337 | 23 | 07/07/2026 | ☆ |
| 5772 | Sandlot Partners, Llc CRD 311409 | Orem, UT | Private Fund Manager · Small ($100M–$1B) | $934M | 49 | 49 | 18 | 07/06/2026 | ☆ |
| 5773 | Telescope Partners Llc CRD 286637 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $934M | 13 | 13 | 12 | 03/26/2026 | ☆ |
| 5774 | Johnson Bixby & Associates, Llc CRD 310839 | Vancouver, WA | Insurance-Affiliated · Small ($100M–$1B) | $934M | 777 | 2,205 | 15 | 03/13/2026 | ☆ |
| 5775 | Mountain Pacific Investment Advisers, Llc CRD 104749 | Boise, ID | Wealth Manager · Small ($100M–$1B) | $934M | 319 | 769 | 6 | 03/05/2026 | ☆ |
| 5776 | Strategic Equity Management, Inc. CRD 112142 | Tucson, AZ | Wealth Manager · Small ($100M–$1B) | $933M | 1,990 | 4,065 | 11 | 03/24/2026 | ☆ |
| 5777 | Trails Edge Capital Partners, Lp CRD 335659 | Atlanta, GA | Private Fund Manager · Small ($100M–$1B) | $933M | 3 | 3 | 7 | 04/14/2026 | ☆ |
| 5778 | Estabrook Capital Management Llc CRD 128856 | New York, NY | Wealth Manager · Small ($100M–$1B) | $933M | 767 | 767 | 10 | 03/27/2026 | ☆ |
| 5779 | Toscafund Asset Management Llp CRD 155132 | London | Private Fund Manager · Small ($100M–$1B) | $933M | 7 | 7 | 26 | 06/26/2026 | ☆ |
| 5780 | Bos Asset Management, Llc CRD 310632 | Springfield, IL | Investment Adviser · Small ($100M–$1B) | $933M | 592 | 1,224 | 11 | 04/01/2026 | ☆ |
| 5781 | N CRD 285229 | Wealth Manager · Small ($100M–$1B) | $933M | 19 | 142 | 5 | 03/24/2025 | ☆ | |
| 5782 | N CRD 111300 | Private Fund Manager · Small ($100M–$1B) | $933M | 19 | 19 | 50 | 07/03/2025 | ☆ | |
| 5783 | 3 L Capital Management, Llc CRD 294003 | Los Angeles, CA | Private Fund Manager · Small ($100M–$1B) | $932M | 10 | 10 | 4 | 03/31/2026 | ☆ |
| 5784 | Ls Investment Advisors, Llc CRD 146829 | Bloomfield Hills, MI | Wealth Manager · Small ($100M–$1B) | $932M | 193 | 432 | 10 | 06/03/2026 | ☆ |
| 5785 | J. Safra Sarasin Asset Management (North America) Ltd CRD 292433 | Geneva | Wealth Manager · Small ($100M–$1B) | $932M | 225 | 225 | 7 | 03/25/2026 | ☆ |
| 5786 | Prevail Innovative Wealth Advisors, Llc CRD 288641 | Leawood, KS | Insurance-Affiliated · Small ($100M–$1B) | $932M | 822 | 2,149 | 41 | 04/28/2026 | ☆ |
| 5787 | Nw1 Partners Uk Llp CRD 289003 | London | Private Fund Manager · Small ($100M–$1B) | $932M | 4 | 4 | 22 | 06/26/2026 | ☆ |
| 5788 | Frisch Financial Group, Inc. CRD 126524 | Melville, NY | Wealth Manager · Small ($100M–$1B) | $932M | 601 | 1,759 | 18 | 04/10/2026 | ☆ |
| 5789 | Clearalpha Technologies Lp CRD 325995 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $932M | 3 | 3 | 21 | 03/30/2026 | ☆ |
| 5790 | N CRD 154078 | Wealth Manager · Small ($100M–$1B) | $931M | 193 | 295 | 4 | 03/11/2025 | ☆ | |
| 5791 | Pcg Wealth Advisors, Llc CRD 290977 | Overland Park, KS | Wealth Manager · Small ($100M–$1B) | $931M | 1,959 | 4,710 | 24 | 06/11/2026 | ☆ |
| 5792 | Sky Investment Group Llc CRD 134001 | Hartford, CT | Wealth Manager · Small ($100M–$1B) | $931M | 396 | 929 | 11 | 03/31/2026 | ☆ |
| 5793 | Brighton Securities Corp. CRD 3875 | Rochester, NY | Insurance-Affiliated · Small ($100M–$1B) | $931M | 1,795 | 3,130 | 26 | 04/21/2026 | ☆ |
| 5794 | Philip James Wealth Management, Llc CRD 297517 | Alpharetta, GA | Insurance-Affiliated · Small ($100M–$1B) | $931M | 497 | 1,235 | 9 | 05/11/2026 | ☆ |
| 5795 | Rb Capital Management, Llc CRD 125678 | Reno, NV | Wealth Manager · Small ($100M–$1B) | $931M | 648 | 1,534 | 16 | 03/27/2026 | ☆ |
| 5796 | Sandalwood Securities, Inc. CRD 27240 | Roseland, NJ | Private Fund Manager · Small ($100M–$1B) | $930M | 8 | 8 | 11 | 03/19/2026 | ☆ |
| 5797 | Strategy Asset Managers L.L.C. CRD 109939 | Pasadena, CA | Wealth Manager · Small ($100M–$1B) | $930M | 633 | 1,458 | 10 | 06/11/2026 | ☆ |
| 5798 | Trinity Fund Advisors Llc CRD 310217 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $930M | 9 | 9 | 32 | 03/30/2026 | ☆ |
| 5799 | Stablepoint Partners, Llc CRD 328503 | Braintree, MA | Wealth Manager · Small ($100M–$1B) | $930M | 561 | 2,146 | 11 | 07/02/2026 | ☆ |
| 5800 | Wick Capital Partners, Llc CRD 299194 | Wayne, PA | Wealth Manager · Small ($100M–$1B) | $930M | 367 | 1,179 | 11 | 03/30/2026 | ☆ |