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 |
|---|---|---|---|---|---|---|---|---|---|
| 6551 | Westwood Advisors, L.L.C CRD 132162 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $750M | 452 | 467 | 62 | 04/02/2026 | ☆ |
| 6552 | Spanos Barber Jesse & Co., Llc CRD 293841 | Walnut Creek, CA | Private Fund Manager · Small ($100M–$1B) | $749M | 15 | 15 | 19 | 03/27/2026 | ☆ |
| 6553 | Curran Financial Partners, Llc CRD 281943 | Daniel Island, SC | Insurance-Affiliated · Small ($100M–$1B) | $749M | 1,315 | 1,274 | 30 | 07/06/2026 | ☆ |
| 6554 | Southernsun Asset Management Llc CRD 154572 | Memphis, TN | Mutual Fund / Asset Manager · Small ($100M–$1B) | $749M | 84 | 88 | 15 | 07/29/2026 | ☆ |
| 6555 | Qtr Family Wealth, Llc CRD 331655 | Lake Mary, FL | Insurance-Affiliated · Small ($100M–$1B) | $749M | 205 | 801 | 7 | 03/31/2026 | ☆ |
| 6556 | Cytium Investment Management, Llc CRD 327890 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $749M | 5 | 5 | 3 | 04/30/2026 | ☆ |
| 6557 | Flagship Wealth Advisors, Llc. CRD 131962 | Wakefield, MA | Wealth Manager · Small ($100M–$1B) | $749M | 482 | 765 | 7 | 04/21/2026 | ☆ |
| 6558 | Lnk Partners, Llc CRD 157725 | White Plains, NY | Private Fund Manager · Small ($100M–$1B) | $749M | 3 | 3 | 2 | 03/27/2026 | ☆ |
| 6559 | Curafin Advisors, Llc CRD 329091 | Phoenix, AZ | Institutional / Pension Advisor · Small ($100M–$1B) | $748M | 111 | 111 | 6 | 03/04/2026 | ☆ |
| 6560 | Sfe Investment Counsel Inc. CRD 145530 | Los Angeles, CA | Wealth Manager · Small ($100M–$1B) | $748M | 894 | 902 | 14 | 12/03/2025 | ☆ |
| 6561 | N CRD 323576 | Private Fund Manager · Small ($100M–$1B) | $748M | 3 | 3 | 5 | 03/19/2025 | ☆ | |
| 6562 | Porter White Investment Advisors, Inc. CRD 110876 | Birmingham, AL | Wealth Manager · Small ($100M–$1B) | $748M | 114 | 329 | 7 | 04/10/2026 | ☆ |
| 6563 | Waller Financial Planning Group, Inc. CRD 159564 | Columbus, OH | Wealth Manager · Small ($100M–$1B) | $748M | 570 | 2,081 | 11 | 03/17/2026 | ☆ |
| 6564 | Fiduciary Family Office, Llc CRD 326990 | Boca Raton, FL | Multi-Family Office · Small ($100M–$1B) | $748M | 46 | 624 | 3 | 03/11/2026 | ☆ |
| 6565 | Pacifica Capital Investments Llc CRD 125790 | Wealth Manager · Small ($100M–$1B) | $748M | 171 | 277 | 4 | 04/30/2026 | ☆ | |
| 6566 | Autumn Glory Partners, Llc CRD 288250 | Dallas, TX | Multi-Family Office · Small ($100M–$1B) | $748M | 67 | 175 | 2 | 03/26/2026 | ☆ |
| 6567 | Fow Partners, Lp CRD 329051 | Portland, ME | Private Fund Manager · Small ($100M–$1B) | $747M | 5 | 5 | 25 | 03/25/2026 | ☆ |
| 6568 | Pax Financial Group, Llc CRD 284164 | San Antonio, TX | Insurance-Affiliated · Small ($100M–$1B) | $747M | 1,350 | 3,900 | 22 | 06/25/2026 | ☆ |
| 6569 | Dudley & Shanley, Inc. CRD 157515 | Palm Beach, FL | Wealth Manager · Small ($100M–$1B) | $747M | 51 | 51 | 5 | 03/05/2026 | ☆ |
| 6570 | Financial Insights Inc CRD 108797 | Tacoma, WA | Wealth Manager · Small ($100M–$1B) | $747M | 774 | 768 | 16 | 06/02/2026 | ☆ |
| 6571 | Crcm L.P. CRD 160976 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $747M | 19 | 19 | 13 | 04/30/2026 | ☆ |
| 6572 | Discipline Wealth Solutions, Inc. CRD 315846 | Greenville, SC | Wealth Manager · Small ($100M–$1B) | $747M | 1,946 | 1,900 | 18 | 08/04/2026 | ☆ |
| 6573 | N CRD 125553 | Wealth Manager · Small ($100M–$1B) | $747M | 217 | 928 | 9 | 05/19/2025 | ☆ | |
| 6574 | Skylands Capital, Llc CRD 131183 | Milwaukee, WI | Private Fund Manager · Small ($100M–$1B) | $747M | 14 | 15 | 9 | 05/11/2026 | ☆ |
| 6575 | Tillman Hartley Llc CRD 109479 | Denver, CO | Multi-Family Office · Small ($100M–$1B) | $746M | 63 | 302 | 5 | 03/30/2026 | ☆ |
| 6576 | Derby Lane Partners Lp CRD 334739 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $746M | 3 | 3 | 12 | 04/16/2026 | ☆ |
| 6577 | N CRD 317775 | Wealth Manager · Small ($100M–$1B) | $746M | 356 | 1,298 | 7 | 03/25/2025 | ☆ | |
| 6578 | Summit Investment Advisory Services, Llc CRD 168594 | Roseville, MN | Wealth Manager · Small ($100M–$1B) | $746M | 1,075 | 2,466 | 11 | 07/22/2026 | ☆ |
| 6579 | Running Point Capital Advisors Llc CRD 306275 | El Segundo, CA | Wealth Manager · Small ($100M–$1B) | $746M | 180 | 840 | 9 | 03/19/2026 | ☆ |
| 6580 | Seamount Financial Group Inc CRD 107834 | Colorado Springs, CO | Wealth Manager · Small ($100M–$1B) | $745M | 501 | 1,609 | 10 | 03/25/2026 | ☆ |
| 6581 | Beacon Global Advisor Network, Llc CRD 288833 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $745M | 1,388 | 1,833 | 61 | 03/31/2026 | ☆ |
| 6582 | Campbell Deegan Wealth Management, Llc CRD 293020 | Richmond, VA | Wealth Manager · Small ($100M–$1B) | $745M | 770 | 1,855 | 7 | 03/30/2026 | ☆ |
| 6583 | Firebird Management, Llc CRD 136559 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $745M | 13 | 13 | 9 | 03/31/2026 | ☆ |
| 6584 | Piney Lake Capital Management Lp CRD 290404 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $745M | 4 | 4 | 15 | 03/31/2026 | ☆ |
| 6585 | Tremblant Capital Lp CRD 138743 | West Palm Beach, FL | Investment Adviser · Small ($100M–$1B) | $745M | 3 | 9 | 19 | 03/31/2026 | ☆ |
| 6586 | Curewell Capital Management, Llc CRD 318142 | Los Angeles, CA | Private Fund Manager · Small ($100M–$1B) | $744M | 4 | 4 | 7 | 05/04/2026 | ☆ |
| 6587 | Carr Financial Group Corporation CRD 317321 | Worcester, MA | Insurance-Affiliated · Small ($100M–$1B) | $744M | 580 | 1,560 | 9 | 05/29/2026 | ☆ |
| 6588 | Old Farm Partners Lp CRD 283573 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $744M | 4 | 4 | 6 | 03/10/2026 | ☆ |
| 6589 | Aegis Wealth Management Llc CRD 134429 | Bethesda, MD | Wealth Manager · Small ($100M–$1B) | $744M | 123 | 516 | 6 | 03/31/2026 | ☆ |
| 6590 | John E. Sestina And Company CRD 108634 | Columbus, OH | Wealth Manager · Small ($100M–$1B) | $744M | 808 | 12,193 | 19 | 03/04/2026 | ☆ |
| 6591 | Ofs Clo Management, Llc CRD 288373 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $744M | 4 | 4 | 47 | 03/31/2026 | ☆ |
| 6592 | Kendall Capital Management CRD 134740 | Rockville, MD | Wealth Manager · Small ($100M–$1B) | $744M | 352 | 1,555 | 12 | 03/25/2026 | ☆ |
| 6593 | Element Wealth, Llc CRD 114968 | Ridgeland, MS | Insurance-Affiliated · Small ($100M–$1B) | $744M | 743 | 1,759 | 15 | 03/23/2026 | ☆ |
| 6594 | Interchange Capital Partners, Llc CRD 309314 | Pittsburgh, PA | Wealth Manager · Small ($100M–$1B) | $744M | 218 | 1,283 | 13 | 06/17/2026 | ☆ |
| 6595 | Sciens Water Opportunities Management Llc CRD 299986 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $743M | 12 | 12 | 15 | 06/16/2026 | ☆ |
| 6596 | Quad Partners Llc CRD 160097 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $743M | 12 | 12 | 11 | 03/30/2026 | ☆ |
| 6597 | N CRD 109329 | Institutional / Pension Advisor · Small ($100M–$1B) | $743M | 805 | 1,205 | 6 | 02/27/2025 | ☆ | |
| 6598 | Waystone Asset Management (Usa) Llc CRD 315393 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $743M | 1 | 1 | 5 | 03/31/2026 | ☆ |
| 6599 | Sensible Money, Llc CRD 158641 | Scottsdale, AZ | Wealth Manager · Small ($100M–$1B) | $743M | 326 | 1,416 | 16 | 03/27/2026 | ☆ |
| 6600 | Absolute Capital Management, Llc CRD 121484 | Pittsburgh, PA | Wealth Manager · Small ($100M–$1B) | $742M | 1,986 | 2,436 | 12 | 06/03/2026 | ☆ |