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 |
|---|---|---|---|---|---|---|---|---|---|
| 6751 | Corrigo Investment Partners, Llc CRD 293620 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $707M | 3 | 3 | 6 | 03/30/2026 | ☆ |
| 6752 | E & G Advisors, Llc CRD 130550 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $707M | 370 | 826 | 4 | 01/13/2026 | ☆ |
| 6753 | Lincoln Peak Capital Management, Llc CRD 292864 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $707M | 5 | 5 | 12 | 03/24/2026 | ☆ |
| 6754 | Kaleidoscope Capital Lp CRD 282159 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $706M | 7 | 9 | 9 | 04/01/2026 | ☆ |
| 6755 | Dodds Wealth, Llc CRD 323632 | Greenwood Village, CO | Wealth Manager · Small ($100M–$1B) | $706M | 421 | 1,338 | 11 | 05/26/2026 | ☆ |
| 6756 | Northcape Wealth Management, Llc CRD 312350 | Williamsville, NY | Wealth Manager · Small ($100M–$1B) | $706M | 594 | 1,394 | 6 | 04/24/2026 | ☆ |
| 6757 | Empire Financial Management Company, Llc CRD 146097 | Holmdel, NJ | Wealth Manager · Small ($100M–$1B) | $706M | 983 | 983 | 12 | 05/29/2026 | ☆ |
| 6758 | Morangie Management Llc CRD 332949 | Vero Beach, FL | Wealth Manager · Small ($100M–$1B) | $706M | 98 | 117 | 7 | 03/25/2026 | ☆ |
| 6759 | Skinner, Copper & Ehmen Wealth Management, Llc CRD 159255 | Springfield, IL | Wealth Manager · Small ($100M–$1B) | $706M | 571 | 2,063 | 10 | 01/29/2026 | ☆ |
| 6760 | Bond & Devick Financial Network, Inc. CRD 283682 | Saint Louis Park, MN | Wealth Manager · Small ($100M–$1B) | $706M | 518 | 1,301 | 16 | 03/10/2026 | ☆ |
| 6761 | Benjamin F. Edwards Wealth Management, Llc CRD 297750 | St. Louis, MO | Wealth Manager · Small ($100M–$1B) | $705M | 1,104 | 2,336 | 12 | 03/31/2026 | ☆ |
| 6762 | Rempart Asset Management Inc. CRD 154209 | Montreal, Quebec | Wealth Manager · Small ($100M–$1B) | $705M | 467 | 467 | 8 | 12/10/2025 | ☆ |
| 6763 | Ridgecrest Wealth Partners, Llc CRD 311984 | San Rafael, CA | Insurance-Affiliated · Small ($100M–$1B) | $705M | 744 | 744 | 3 | 03/17/2026 | ☆ |
| 6764 | Latticework Capital Management Llc CRD 281690 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $705M | 6 | 6 | 12 | 03/26/2026 | ☆ |
| 6765 | Marchant Mc Limited CRD 335094 | London | Private Fund Manager · Small ($100M–$1B) | $705M | 6 | 7 | 4 | 06/02/2026 | ☆ |
| 6766 | Halter Ferguson Financial Inc CRD 109563 | Carmel, IN | Wealth Manager · Small ($100M–$1B) | $705M | 292 | 1,076 | 15 | 07/27/2026 | ☆ |
| 6767 | Solidarity Wealth, Llc CRD 315843 | Lehi, UT | Wealth Manager · Small ($100M–$1B) | $704M | 218 | 1,019 | 12 | 08/06/2026 | ☆ |
| 6768 | Bmss Wesson Wealth Solutions, Llc CRD 282792 | Birmingham, AL | Wealth Manager · Small ($100M–$1B) | $704M | 265 | 1,183 | 11 | 03/20/2026 | ☆ |
| 6769 | Propel Venture Partners Management Co., Llc CRD 283261 | San Carlos, CA | Private Fund Manager · Small ($100M–$1B) | $704M | 7 | 7 | 4 | 04/30/2026 | ☆ |
| 6770 | 1 Seed Partners Llc CRD 329288 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $704M | 13 | 13 | 13 | 03/30/2026 | ☆ |
| 6771 | Windsor Capital Management, Llc CRD 116593 | Phoenix, AZ | Wealth Manager · Small ($100M–$1B) | $703M | 543 | 1,204 | 8 | 01/16/2026 | ☆ |
| 6772 | Ccc Advisors, Llc CRD 288948 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $703M | 14 | 14 | 14 | 07/21/2026 | ☆ |
| 6773 | Asset Growth Solutions, Llc CRD 342319 | Scottsdale, AZ | Investment Adviser · Small ($100M–$1B) | $703M | 4 | 4 | 5 | 07/14/2026 | ☆ |
| 6774 | Southeastern Asset Management International (Singapore) Pte. Ltd CRD 148494 | Singapore City | Institutional / Pension Advisor · Small ($100M–$1B) | $703M | 4 | 4 | 7 | 03/30/2026 | ☆ |
| 6775 | Safeguard Investment Advisory Group, Llc CRD 146132 | Corona, CA | Wealth Manager · Small ($100M–$1B) | $702M | 1,804 | 4,458 | 25 | 03/26/2026 | ☆ |
| 6776 | Core Wealth Advisors, Inc. CRD 174386 | Lakeland, FL | Wealth Manager · Small ($100M–$1B) | $702M | 586 | 1,288 | 13 | 07/06/2026 | ☆ |
| 6777 | Olympus Peak Asset Management Lp CRD 299460 | Private Fund Manager · Small ($100M–$1B) | $702M | 10 | 10 | 5 | 07/13/2026 | ☆ | |
| 6778 | Contravisory Investment Management, Inc. CRD 109767 | Norwell, MA | Wealth Manager · Small ($100M–$1B) | $702M | 242 | 655 | 7 | 05/11/2026 | ☆ |
| 6779 | Preisz Associates, Inc. CRD 144469 | Portland, OR | Institutional / Pension Advisor · Small ($100M–$1B) | $702M | 346 | 352 | 10 | 03/27/2026 | ☆ |
| 6780 | Stillwater Asset Management, Llc CRD 288535 | Stillwater, MN | Private Fund Manager · Small ($100M–$1B) | $701M | 8 | 8 | 16 | 07/29/2026 | ☆ |
| 6781 | Harbour Capital Advisors, Llc CRD 157266 | Tysons Corner, VA | Multi-Family Office · Small ($100M–$1B) | $701M | 55 | 413 | 11 | 02/27/2026 | ☆ |
| 6782 | Rpg Family Wealth Advisory, Llc CRD 158528 | Burlington, MA | Wealth Manager · Small ($100M–$1B) | $701M | 600 | 600 | 21 | 04/24/2026 | ☆ |
| 6783 | Atlas Asset Management Llc CRD 173561 | Guaynabo, PR | Mutual Fund / Asset Manager · Small ($100M–$1B) | $701M | 19 | 19 | 3 | 12/18/2025 | ☆ |
| 6784 | 360 Financial, Inc. CRD 168600 | Wayzata, MN | Wealth Manager · Small ($100M–$1B) | $701M | 1,206 | 2,079 | 16 | 05/12/2026 | ☆ |
| 6785 | Entrypoint Capital, Llc CRD 313946 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $700M | 3 | 3 | 10 | 03/30/2026 | ☆ |
| 6786 | Lauterbach Financial Advisors, Llc CRD 114431 | El Paso, TX | Wealth Manager · Small ($100M–$1B) | $700M | 403 | 1,038 | 5 | 03/31/2026 | ☆ |
| 6787 | Ktf Investments, Llc CRD 337465 | Seal Beach, CA | Wealth Manager · Small ($100M–$1B) | $700M | 184 | 184 | 7 | 07/30/2026 | ☆ |
| 6788 | Aethon Energy Management Llc CRD 173136 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $700M | 5 | 5 | 198 | 03/31/2026 | ☆ |
| 6789 | Tidemark Management Company Lp CRD 313541 | Menlo Park, CA | Private Fund Manager · Small ($100M–$1B) | $700M | 4 | 4 | 16 | 03/30/2026 | ☆ |
| 6790 | Hartford Financial Management Inc CRD 105039 | West Hartford, CT | Wealth Manager · Small ($100M–$1B) | $700M | 185 | 185 | 10 | 03/27/2026 | ☆ |
| 6791 | The Retirement Solution Llc CRD 148106 | Redmond, WA | Insurance-Affiliated · Small ($100M–$1B) | $699M | 824 | 3,164 | 35 | 05/15/2026 | ☆ |
| 6792 | Iam Advisory Llc CRD 305492 | Easton, PA | Wealth Manager · Small ($100M–$1B) | $699M | 1,591 | 2,759 | 14 | 06/12/2026 | ☆ |
| 6793 | Tempus Wealth Planning, Llc CRD 285349 | Irvine, CA | Wealth Manager · Small ($100M–$1B) | $699M | 683 | 1,751 | 9 | 03/16/2026 | ☆ |
| 6794 | Broadview Financial Management, Llc CRD 143550 | Wauwatosa, WI | Wealth Manager · Small ($100M–$1B) | $699M | 269 | 1,284 | 9 | 03/30/2026 | ☆ |
| 6795 | Aberdeen Wealth Management Llc CRD 108525 | Lake Bluff, IL | Wealth Manager · Small ($100M–$1B) | $699M | 136 | 418 | 4 | 03/11/2026 | ☆ |
| 6796 | Lafise Global Advisors Llc CRD 331244 | Miami, FL | Investment Adviser · Small ($100M–$1B) | $699M | 10 | 3 | 03/30/2026 | ☆ | |
| 6797 | Grey Fox Wealth Advisors, Llc CRD 307172 | Rockland, DE | Wealth Manager · Small ($100M–$1B) | $699M | 335 | 1,309 | 11 | 03/24/2026 | ☆ |
| 6798 | Iron Path Capital, L.P. CRD 316139 | Charlottesville, VA | Private Fund Manager · Small ($100M–$1B) | $699M | 10 | 10 | 18 | 04/22/2026 | ☆ |
| 6799 | Sw Investment Management Llc CRD 289857 | Private Fund Manager · Small ($100M–$1B) | $699M | 1 | 1 | 1 | 03/19/2026 | ☆ | |
| 6800 | N CRD 40794 | Wealth Manager · Small ($100M–$1B) | $698M | 1,486 | 2,245 | 27 | 03/29/2025 | ☆ |