Investment advisers
44,527 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 |
|---|---|---|---|---|---|---|---|---|---|
| 6151 | Coinbase Asset Management, Llc CRD 322174 | Stamford, CT | Investment Adviser · Small ($100M–$1B) | $840M | 6 | 12 | 14 | 07/22/2026 | ☆ |
| 6152 | M. Kulyk & Associates, Llc CRD 290887 | Wealth Manager · Small ($100M–$1B) | $840M | 549 | 2,208 | 23 | 07/13/2026 | ☆ | |
| 6153 | Tfb Advisors, Llc CRD 321870 | Overland Park, KS | Wealth Manager · Small ($100M–$1B) | $840M | 1,355 | 2,832 | 23 | 04/27/2026 | ☆ |
| 6154 | Adams Asset Advisors Llc CRD 120573 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $839M | 118 | 118 | 4 | 01/07/2026 | ☆ |
| 6155 | Openview Advisors, Llc CRD 316766 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $839M | 9 | 9 | 15 | 03/25/2026 | ☆ |
| 6156 | N CRD 333994 | Private Fund Manager · Small ($100M–$1B) | $839M | 7 | 7 | 7 | 05/20/2026 | ☆ | |
| 6157 | Concise Capital Management, Lp CRD 145778 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $839M | 4 | 8 | 12 | 05/14/2026 | ☆ |
| 6158 | Net Worth Advisory Group, Llc CRD 126983 | Sandy, UT | Wealth Manager · Small ($100M–$1B) | $838M | 862 | 3,255 | 20 | 03/23/2026 | ☆ |
| 6159 | N CRD 140262 | Wealth Manager · Small ($100M–$1B) | $838M | 145 | 359 | 9 | 05/10/2025 | ☆ | |
| 6160 | Acansa Investment Management Group, Llc CRD 313457 | Tysons Corner, VA | Endowment & Foundation Advisor · Small ($100M–$1B) | $838M | 2 | 5 | 03/27/2026 | ☆ | |
| 6161 | Twin Capital Management Inc CRD 104748 | Mcmurray, PA | Investment Adviser · Small ($100M–$1B) | $838M | 62 | 65 | 8 | 03/30/2026 | ☆ |
| 6162 | Bfi Infinity Ltd. CRD 158420 | Zurich | Wealth Manager · Small ($100M–$1B) | $838M | 262 | 274 | 21 | 03/12/2026 | ☆ |
| 6163 | Torreyana Capital, Llc CRD 329075 | La Jolla, CA | Investment Adviser · Small ($100M–$1B) | $837M | 7 | 7 | 10 | 06/18/2026 | ☆ |
| 6164 | Pinion Investment Advisors, Llc CRD 114556 | Wichita, KS | Wealth Manager · Small ($100M–$1B) | $837M | 615 | 1,599 | 12 | 05/19/2026 | ☆ |
| 6165 | Market Street Wealth Management, Llc CRD 155157 | West Chester, PA | Wealth Manager · Small ($100M–$1B) | $837M | 1,052 | 2,717 | 19 | 03/05/2026 | ☆ |
| 6166 | Redwood Holdings, Llc CRD 173916 | Santa Monica, CA | Insurance-Affiliated · Small ($100M–$1B) | $837M | 243 | 679 | 3 | 04/09/2026 | ☆ |
| 6167 | Freegulliver, L.L.C. CRD 117040 | New Orleans, LA | Insurance-Affiliated · Small ($100M–$1B) | $837M | 221 | 584 | 17 | 08/05/2026 | ☆ |
| 6168 | Darcyville Management Lp CRD 337282 | Washington, DC | Private Fund Manager · Small ($100M–$1B) | $837M | 12 | 12 | 6 | 03/31/2026 | ☆ |
| 6169 | Peddock Capital Advisors, Llc CRD 148216 | Braintree, MA | Wealth Manager · Small ($100M–$1B) | $836M | 173 | 500 | 6 | 06/01/2026 | ☆ |
| 6170 | Riverpark Advisors, Llc CRD 150646 | New York, NY | Mutual Fund / Asset Manager · Small ($100M–$1B) | $836M | 7 | 7 | 17 | 03/20/2026 | ☆ |
| 6171 | Financial Sense Advisors, Inc. CRD 111090 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $836M | 597 | 1,116 | 11 | 06/23/2026 | ☆ |
| 6172 | Setpoint Management Llc CRD 328702 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $835M | 4 | 5 | 22 | 05/08/2026 | ☆ |
| 6173 | Novacap Management Financial Services Inc. CRD 327205 | Brossard, Quebec | Private Fund Manager · Small ($100M–$1B) | $835M | 13 | 13 | 12 | 03/27/2026 | ☆ |
| 6174 | Ironarc Management, Llc CRD 336462 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $834M | 23 | 23 | 8 | 03/30/2026 | ☆ |
| 6175 | N CRD 282542 | Wealth Manager · Small ($100M–$1B) | $834M | 283 | 684 | 4 | 03/21/2026 | ☆ | |
| 6176 | Strategic Advisors Llc CRD 125882 | New York, NY | Wealth Manager · Small ($100M–$1B) | $833M | 351 | 889 | 7 | 07/28/2026 | ☆ |
| 6177 | Fdx Advisors, Inc. CRD 104601 | Berwyn, PA | Investment Adviser · Small ($100M–$1B) | $833M | 1 | 3,937 | 17 | 06/30/2026 | ☆ |
| 6178 | N CRD 104875 | Wealth Manager · Small ($100M–$1B) | $833M | 373 | 1,337 | 13 | 02/27/2025 | ☆ | |
| 6179 | Private Wealth Management, Inc. CRD 120823 | Memphis, TN | Wealth Manager · Small ($100M–$1B) | $832M | 131 | 571 | 4 | 03/13/2026 | ☆ |
| 6180 | American Triple I, Llc CRD 318463 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $832M | 3 | 3 | 11 | 03/31/2026 | ☆ |
| 6181 | Ogci Climate Investments Management Company (Usa), Llc CRD 323024 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $831M | 4 | 4 | 35 | 05/26/2026 | ☆ |
| 6182 | Lynch & Associates Inc CRD 108326 | Newburgh, IN | Wealth Manager · Small ($100M–$1B) | $831M | 696 | 1,900 | 7 | 02/19/2026 | ☆ |
| 6183 | Zions Capital Advisors, Inc. CRD 131308 | Salt Lake City, UT | Investment Adviser · Small ($100M–$1B) | $831M | 45 | 58 | 14 | 03/24/2026 | ☆ |
| 6184 | Smithbridge Asset Management, Inc. CRD 106261 | Chadds Ford, PA | Wealth Manager · Small ($100M–$1B) | $831M | 513 | 1,096 | 12 | 03/11/2026 | ☆ |
| 6185 | Dinale Management, Llc CRD 312887 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $831M | 7 | 7 | 11 | 05/01/2026 | ☆ |
| 6186 | One Fin Capital Management Lp CRD 283490 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $831M | 3 | 3 | 6 | 03/27/2026 | ☆ |
| 6187 | Thames Capital Management, Llc CRD 288755 | Roseland, NJ | Private Fund Manager · Small ($100M–$1B) | $831M | 3 | 3 | 6 | 03/27/2026 | ☆ |
| 6188 | Strategic Investment Solutions, Inc. CRD 143128 | Orland Park, IL | Wealth Manager · Small ($100M–$1B) | $830M | 2,695 | 3,631 | 14 | 02/16/2026 | ☆ |
| 6189 | Black Bay Partners, Llc CRD 284945 | New Orleans, LA | Private Fund Manager · Small ($100M–$1B) | $830M | 7 | 7 | 17 | 03/31/2026 | ☆ |
| 6190 | New Heritage Capital, Llc CRD 160083 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $830M | 10 | 10 | 15 | 03/27/2026 | ☆ |
| 6191 | Kfa Private Wealth Group, Llc CRD 281678 | Tyson, VA | Wealth Manager · Small ($100M–$1B) | $830M | 823 | 3,279 | 11 | 03/25/2026 | ☆ |
| 6192 | North Berkeley Wealth Management, Llc CRD 136431 | Berkeley, CA | Wealth Manager · Small ($100M–$1B) | $830M | 411 | 1,502 | 16 | 03/19/2026 | ☆ |
| 6193 | Peterson Wealth Advisors, Llc CRD 146349 | Orem, UT | Wealth Manager · Small ($100M–$1B) | $830M | 667 | 1,988 | 13 | 04/26/2026 | ☆ |
| 6194 | N CRD 147165 | Wealth Manager · Small ($100M–$1B) | $830M | 461 | 993 | 9 | 04/01/2025 | ☆ | |
| 6195 | Granite Group Advisors, Llc CRD 127357 | Stamford, CT | Investment Adviser · Small ($100M–$1B) | $830M | 170 | 829 | 8 | 03/26/2026 | ☆ |
| 6196 | First Citizens Institutional Asset Management Llc CRD 285836 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $829M | 2 | 2 | 25 | 03/30/2026 | ☆ |
| 6197 | Mason & Associates, Inc. CRD 141303 | Los Angeles, CA | Wealth Manager · Small ($100M–$1B) | $829M | 698 | 2,143 | 8 | 01/29/2026 | ☆ |
| 6198 | Global Financial Private Client, Llc CRD 290006 | Sarasota, FL | Wealth Manager · Small ($100M–$1B) | $828M | 140 | 1,028 | 6 | 03/26/2026 | ☆ |
| 6199 | Centergate Capital, L.P. CRD 281685 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $828M | 5 | 5 | 29 | 03/30/2026 | ☆ |
| 6200 | R.V. Kuhns & Associates, Inc. CRD 18005 | Portland, OR | Investment Adviser · Small ($100M–$1B) | $828M | 205 | 35 | 127 | 06/05/2026 | ☆ |