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 |
|---|---|---|---|---|---|---|---|---|---|
| 6601 | Ifc Core Investment Management Llc CRD 302090 | Raleigh, NC | Private Fund Manager · Small ($100M–$1B) | $742M | 1 | 1 | 44 | 05/14/2026 | ☆ |
| 6602 | Highclere International Investors Llp CRD 140380 | London | Private Fund Manager · Small ($100M–$1B) | $742M | 2 | 2 | 16 | 06/29/2026 | ☆ |
| 6603 | Gradient Capital Advisors, Llc CRD 168912 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $742M | 478 | 1,548 | 7 | 02/26/2026 | ☆ |
| 6604 | Allegheny Investments CRD 7597 | Pittsburgh, PA | Insurance-Affiliated · Small ($100M–$1B) | $742M | 1,427 | 3,261 | 21 | 05/15/2026 | ☆ |
| 6605 | Mission Creek Capital Partners, Inc. CRD 151514 | San Francisco, CA | Wealth Manager · Small ($100M–$1B) | $742M | 524 | 1,416 | 14 | 03/30/2026 | ☆ |
| 6606 | Stride Consumer Partners Llc CRD 311501 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $740M | 5 | 5 | 17 | 03/30/2026 | ☆ |
| 6607 | The August Group Capital Limited CRD 311499 | Toronto | Investment Adviser · Small ($100M–$1B) | $740M | 56 | 407 | 22 | 07/09/2026 | ☆ |
| 6608 | Bayshore Asset Management, Llc CRD 144191 | Coral Gables, FL | Wealth Manager · Small ($100M–$1B) | $740M | 129 | 419 | 4 | 03/11/2026 | ☆ |
| 6609 | Nicholas Wealth, Llc CRD 282635 | Marietta, GA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $740M | 1,072 | 2,250 | 19 | 04/24/2026 | ☆ |
| 6610 | Paragon Capital Management Llc CRD 108168 | Overland Park, KS | Wealth Manager · Small ($100M–$1B) | $740M | 350 | 785 | 10 | 07/20/2026 | ☆ |
| 6611 | Global Financial Group Advisors Llc CRD 166251 | Grand Rapids, MI | Institutional / Pension Advisor · Small ($100M–$1B) | $739M | 783 | 783 | 5 | 03/26/2026 | ☆ |
| 6612 | Am Investment Strategies, Llc CRD 165823 | Chattanooga, TN | Wealth Manager · Small ($100M–$1B) | $738M | 576 | 1,388 | 5 | 02/11/2026 | ☆ |
| 6613 | Baird Capital Management Company, Llc CRD 323309 | Milwaukee, WI | Private Fund Manager · Small ($100M–$1B) | $738M | 10 | 10 | 34 | 06/26/2026 | ☆ |
| 6614 | Financial Directions Llc CRD 108475 | Tucson, AZ | Wealth Manager · Small ($100M–$1B) | $738M | 2,488 | 2,488 | 3 | 03/24/2026 | ☆ |
| 6615 | Generate Capital Advisors, Pb Llc CRD 318680 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $737M | 7 | 7 | 29 | 04/28/2026 | ☆ |
| 6616 | Barometer Capital Management Inc. CRD 156409 | Toronto, Ontario | Investment Adviser · Small ($100M–$1B) | $737M | 476 | 861 | 25 | 04/01/2026 | ☆ |
| 6617 | N CRD 157905 | Private Fund Manager · Small ($100M–$1B) | $737M | 4 | 4 | 14 | 06/16/2025 | ☆ | |
| 6618 | Crossplane Capital Management, Lp CRD 300646 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $736M | 4 | 4 | 19 | 03/27/2026 | ☆ |
| 6619 | Thomist Capital Management, Lp CRD 299815 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $736M | 2 | 2 | 10 | 03/02/2026 | ☆ |
| 6620 | Valstone Partners Vi, Llc CRD 300629 | Birmingham, MI | Private Fund Manager · Small ($100M–$1B) | $736M | 3 | 3 | 9 | 03/30/2026 | ☆ |
| 6621 | The Marshall Financial Group Llc CRD 146362 | Hunt Valley, MD | Insurance-Affiliated · Small ($100M–$1B) | $736M | 1,019 | 2,667 | 18 | 04/08/2026 | ☆ |
| 6622 | Dl Carlson Investment Group Inc. CRD 105729 | Concord, NH | Wealth Manager · Small ($100M–$1B) | $736M | 360 | 893 | 14 | 03/13/2026 | ☆ |
| 6623 | Shorebridge Capital Management, Llc CRD 290660 | Summit, NJ | Private Fund Manager · Small ($100M–$1B) | $735M | 2 | 2 | 5 | 03/23/2026 | ☆ |
| 6624 | Stenger Family Office, Llc CRD 325089 | Naperville, IL | Multi-Family Office · Small ($100M–$1B) | $735M | 887 | 2,287 | 10 | 07/21/2026 | ☆ |
| 6625 | Fractal Investments Llc CRD 311767 | Investment Adviser · Small ($100M–$1B) | $735M | 3 | 5 | 2 | 03/12/2026 | ☆ | |
| 6626 | Alpha Capital Management Group Llc CRD 283624 | Denver, CO | Insurance-Affiliated · Small ($100M–$1B) | $734M | 470 | 618 | 3 | 03/26/2026 | ☆ |
| 6627 | N CRD 226628 | Multi-Family Office · Small ($100M–$1B) | $734M | 60 | 304 | 7 | 01/31/2026 | ☆ | |
| 6628 | Kkm Financial Llc CRD 165136 | Chicago, IL | Mutual Fund / Asset Manager · Small ($100M–$1B) | $734M | 162 | 163 | 5 | 03/27/2026 | ☆ |
| 6629 | Girard Pension Services, Llc CRD 117901 | Allentown, PA | Investment Adviser · Small ($100M–$1B) | $734M | 62 | 121 | 15 | 03/30/2026 | ☆ |
| 6630 | Cl Wealth Management Llc CRD 134922 | Schaumburg, IL | Wealth Manager · Small ($100M–$1B) | $734M | 2,168 | 2,165 | 42 | 03/19/2026 | ☆ |
| 6631 | Allium Financial Advisors, Llc CRD 288462 | Lake Oswego, OR | Wealth Manager · Small ($100M–$1B) | $734M | 243 | 934 | 10 | 07/23/2026 | ☆ |
| 6632 | Clarity Wealth Advisors, Llc CRD 157913 | San Jose, CA | Insurance-Affiliated · Small ($100M–$1B) | $733M | 342 | 1,353 | 5 | 03/25/2026 | ☆ |
| 6633 | Able Financial Group, Llc CRD 323646 | Scottsdale, AZ | Wealth Manager · Small ($100M–$1B) | $733M | 624 | 1,694 | 14 | 03/19/2026 | ☆ |
| 6634 | Sc Management Llc CRD 311359 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $733M | 25 | 25 | 12 | 03/31/2026 | ☆ |
| 6635 | Compound Advisors, Llc CRD 165300 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $732M | 15 | 15 | 7 | 06/04/2026 | ☆ |
| 6636 | Walled Lake Planning & Wealth Management, Llc CRD 299595 | Highland Park, IL | Insurance-Affiliated · Small ($100M–$1B) | $732M | 369 | 2,161 | 8 | 03/06/2026 | ☆ |
| 6637 | Skba Capital Management, Llc CRD 108542 | San Francisco, CA | Investment Adviser · Small ($100M–$1B) | $732M | 23 | 28 | 10 | 04/15/2026 | ☆ |
| 6638 | Navalign, Llc CRD 119919 | Encino, CA | Wealth Manager · Small ($100M–$1B) | $732M | 716 | 1,906 | 10 | 04/02/2026 | ☆ |
| 6639 | Centerpoint Advisors, Llc CRD 156698 | Needham, MA | Wealth Manager · Small ($100M–$1B) | $732M | 502 | 1,055 | 12 | 03/31/2026 | ☆ |
| 6640 | Astara Capital Partners, L.P. CRD 317647 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $732M | 17 | 17 | 19 | 05/04/2026 | ☆ |
| 6641 | Newman Dignan & Sheerar, Inc CRD 107565 | Providence, RI | Wealth Manager · Small ($100M–$1B) | $731M | 536 | 1,182 | 9 | 05/06/2026 | ☆ |
| 6642 | Sevenbridge Financial Group, Llc CRD 281037 | Harrisburg, PA | Wealth Manager · Small ($100M–$1B) | $731M | 401 | 1,116 | 6 | 02/26/2026 | ☆ |
| 6643 | Sturbridge Capital Llc CRD 160327 | Birmingham, MI | Private Fund Manager · Small ($100M–$1B) | $731M | 4 | 4 | 14 | 07/10/2026 | ☆ |
| 6644 | Quantum Financial Services Inc. CRD 121631 | Indianapolis, IN | Wealth Manager · Small ($100M–$1B) | $731M | 78 | 516 | 2 | 03/31/2026 | ☆ |
| 6645 | Traveka Wealth, Llc CRD 328421 | Los Altos, CA | Wealth Manager · Small ($100M–$1B) | $731M | 195 | 798 | 7 | 02/27/2026 | ☆ |
| 6646 | Bayhawk Capital Lp CRD 328829 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $731M | 5 | 5 | 12 | 07/13/2026 | ☆ |
| 6647 | Schwarz Dygos Wheeler Investment Advisors Llc CRD 147384 | Minneapolis, MN | Wealth Manager · Small ($100M–$1B) | $730M | 525 | 2,004 | 7 | 03/18/2026 | ☆ |
| 6648 | Tiller Private Wealth, Inc. CRD 111268 | Bethlehem, PA | Wealth Manager · Small ($100M–$1B) | $730M | 348 | 1,409 | 11 | 05/05/2026 | ☆ |
| 6649 | Ipswich Investment Management Company, Inc. CRD 106625 | Beverly, MA | Wealth Manager · Small ($100M–$1B) | $730M | 268 | 549 | 11 | 03/16/2026 | ☆ |
| 6650 | Philadelphia Financial Management Of San Francisco, Llc CRD 131413 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $730M | 3 | 3 | 9 | 03/23/2026 | ☆ |