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 |
|---|---|---|---|---|---|---|---|---|---|
| 6801 | Ikarian Capital, Llc CRD 281880 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $698M | 5 | 5 | 8 | 05/20/2026 | ☆ |
| 6802 | Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | Singapore | Investment Adviser · Small ($100M–$1B) | $698M | 2 | 2 | 17 | 03/31/2026 | ☆ |
| 6803 | Hamilton Wealth, Llc CRD 289462 | Los Angeles, CA | Wealth Manager · Small ($100M–$1B) | $698M | 482 | 1,033 | 4 | 03/27/2026 | ☆ |
| 6804 | Abg Consultants, Llc CRD 131129 | Cottonwood Heights, UT | Institutional / Pension Advisor · Small ($100M–$1B) | $697M | 1,885 | 1,885 | 4 | 04/17/2026 | ☆ |
| 6805 | N CRD 104867 | Wealth Manager · Small ($100M–$1B) | $697M | 91 | 380 | 4 | 05/21/2026 | ☆ | |
| 6806 | Diesslin Group, Inc. CRD 110557 | Fort Worth, TX | Wealth Manager · Small ($100M–$1B) | $696M | 286 | 1,117 | 12 | 03/04/2026 | ☆ |
| 6807 | Lp Investment Management, Llc CRD 306615 | Dallas, TX | Investment Adviser · Small ($100M–$1B) | $696M | 4 | 2 | 04/01/2026 | ☆ | |
| 6808 | Palo Alto Investors Lp CRD 109171 | Palo Alto, CA | Private Fund Manager · Small ($100M–$1B) | $696M | 13 | 13 | 10 | 03/27/2026 | ☆ |
| 6809 | Maximai Investment Partners, Llc CRD 284919 | Coral Gables, FL | Wealth Manager · Small ($100M–$1B) | $696M | 171 | 974 | 8 | 03/24/2026 | ☆ |
| 6810 | Fox Run Management Llc CRD 149092 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $696M | 2 | 2 | 9 | 03/19/2026 | ☆ |
| 6811 | Maltese Capital Management, Llc CRD 138175 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $696M | 7 | 7 | 17 | 03/30/2026 | ☆ |
| 6812 | Dream Capital Advisors, Llc CRD 142788 | Lincolnshire, IL | Multi-Family Office · Small ($100M–$1B) | $695M | 31 | 84 | 2 | 03/13/2026 | ☆ |
| 6813 | Wembley Strategic Advisory Llc CRD 305692 | New York, NY | Multi-Family Office · Small ($100M–$1B) | $695M | 11 | 35 | 2 | 05/11/2026 | ☆ |
| 6814 | Optimum Quantvest Corporation CRD 301469 | Dallas, TX | Investment Adviser · Small ($100M–$1B) | $695M | 13 | 15 | 4 | 03/23/2026 | ☆ |
| 6815 | Mayport, Llc CRD 288215 | Wealth Manager · Small ($100M–$1B) | $695M | 152 | 756 | 3 | 03/10/2026 | ☆ | |
| 6816 | Premier Wealth Advisors, Llc CRD 285510 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $695M | 510 | 1,824 | 6 | 02/06/2026 | ☆ |
| 6817 | High Falls Advisors, Inc. CRD 108678 | Rochester, NY | Insurance-Affiliated · Small ($100M–$1B) | $695M | 788 | 1,848 | 17 | 03/31/2026 | ☆ |
| 6818 | Value Holdings Management Co. Llc CRD 157676 | Private Fund Manager · Small ($100M–$1B) | $695M | 2 | 2 | 1 | 05/11/2026 | ☆ | |
| 6819 | Blueshift Asset Management, Llc CRD 290637 | Red Bank, NJ | Investment Adviser · Small ($100M–$1B) | $694M | 7 | 7 | 13 | 03/30/2026 | ☆ |
| 6820 | William Joseph Capital Management, Inc. CRD 226535 | Bristol, CT | Insurance-Affiliated · Small ($100M–$1B) | $694M | 1,879 | 1,879 | 27 | 03/31/2026 | ☆ |
| 6821 | Icv Partners, Llc CRD 160651 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $694M | 4 | 4 | 13 | 03/30/2026 | ☆ |
| 6822 | Black Swift Group, Llc CRD 286084 | Boulder, CO | Wealth Manager · Small ($100M–$1B) | $694M | 406 | 406 | 9 | 07/09/2026 | ☆ |
| 6823 | Moneda Usa, Inc. CRD 157833 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $694M | 3 | 3 | 5 | 05/12/2026 | ☆ |
| 6824 | Cogenuity Partners, Llc CRD 332474 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $694M | 4 | 4 | 16 | 04/28/2026 | ☆ |
| 6825 | Wmg Financial Advisors, Llc CRD 285824 | Knoxville, TN | Wealth Manager · Small ($100M–$1B) | $694M | 1,655 | 1,654 | 18 | 05/19/2026 | ☆ |
| 6826 | Cambridge Advisors Inc CRD 104851 | Omaha, NE | Wealth Manager · Small ($100M–$1B) | $694M | 287 | 826 | 6 | 03/19/2026 | ☆ |
| 6827 | Bonnie Wusz & Associates, Inc. CRD 116471 | Orange, CA | Wealth Manager · Small ($100M–$1B) | $693M | 529 | 1,229 | 5 | 01/20/2026 | ☆ |
| 6828 | Skyoak Wealth Llc CRD 299564 | Southfield, MI | Wealth Manager · Small ($100M–$1B) | $693M | 450 | 1,230 | 7 | 03/06/2026 | ☆ |
| 6829 | Verecan Capital Management Inc. CRD 336801 | Halifax | Wealth Manager · Small ($100M–$1B) | $693M | 3,126 | 5,885 | 39 | 03/31/2026 | ☆ |
| 6830 | Covenant Asset Management, Llc CRD 108567 | Chester, NJ | Wealth Manager · Small ($100M–$1B) | $693M | 665 | 665 | 11 | 03/19/2026 | ☆ |
| 6831 | Eichner Investment Planning, Llc CRD 128215 | Cincinnati, OH | Multi-Family Office · Small ($100M–$1B) | $692M | 26 | 330 | 1 | 03/12/2026 | ☆ |
| 6832 | Madrona Financial Services, Llc CRD 115753 | Everett, WA | Insurance-Affiliated · Small ($100M–$1B) | $692M | 689 | 1,813 | 18 | 06/08/2026 | ☆ |
| 6833 | Unio Capital Llc CRD 166483 | Princeton, NJ | Endowment & Foundation Advisor · Small ($100M–$1B) | $691M | 115 | 115 | 8 | 03/30/2026 | ☆ |
| 6834 | Ramsey Quantitative Systems, Inc. CRD 175257 | Louisville, KY | Private Fund Manager · Small ($100M–$1B) | $691M | 3 | 39 | 20 | 06/18/2026 | ☆ |
| 6835 | Lazari Capital Management, Inc. CRD 172932 | Burbank, CA | Wealth Manager · Small ($100M–$1B) | $691M | 968 | 1,599 | 14 | 05/19/2026 | ☆ |
| 6836 | Trp Capital Advisors V, Llc CRD 306604 | Birmingham, MI | Private Fund Manager · Small ($100M–$1B) | $691M | 14 | 14 | 11 | 03/30/2026 | ☆ |
| 6837 | Brainvest Wealth Management Llc CRD 289743 | Miami, FL | Investment Adviser · Small ($100M–$1B) | $691M | 175 | 175 | 8 | 04/27/2026 | ☆ |
| 6838 | Alti Wealth Management (Us International), Inc. CRD 152104 | Coral Gables, FL | Multi-Family Office · Small ($100M–$1B) | $691M | 37 | 37 | 10 | 04/28/2026 | ☆ |
| 6839 | Milestone Asset Management, Llc CRD 310441 | Pittsburgh, PA | Wealth Manager · Small ($100M–$1B) | $691M | 1,359 | 3,229 | 13 | 02/20/2026 | ☆ |
| 6840 | Plan Group Financial, Inc. CRD 116508 | Oklahoma City, OK | Wealth Manager · Small ($100M–$1B) | $690M | 1,221 | 3,102 | 29 | 04/06/2026 | ☆ |
| 6841 | Newpoint Real Estate Investment Management Llc CRD 321208 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $690M | 1 | 1 | 10 | 03/31/2026 | ☆ |
| 6842 | West Branch Capital Llc CRD 133813 | Amherst, MA | Wealth Manager · Small ($100M–$1B) | $690M | 372 | 1,255 | 9 | 02/13/2026 | ☆ |
| 6843 | Family Investment Center, Inc. CRD 113799 | Saint Joseph, MO | Wealth Manager · Small ($100M–$1B) | $689M | 894 | 2,200 | 20 | 01/26/2026 | ☆ |
| 6844 | Intervest Capital Partners Llc CRD 159681 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $689M | 2 | 2 | 38 | 03/31/2026 | ☆ |
| 6845 | East End Financial Group, Inc. CRD 110584 | Riverhead, NY | Wealth Manager · Small ($100M–$1B) | $689M | 360 | 1,014 | 12 | 07/09/2026 | ☆ |
| 6846 | Anchyra Partners Llc CRD 335467 | Atlanta, GA | Multi-Family Office · Small ($100M–$1B) | $689M | 40 | 455 | 5 | 03/11/2026 | ☆ |
| 6847 | Nvest Financial, Llc CRD 128868 | Portsmouth, NH | Wealth Manager · Small ($100M–$1B) | $688M | 809 | 2,066 | 16 | 03/24/2026 | ☆ |
| 6848 | 9 Yards Capital Management Lp CRD 299727 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $688M | 31 | 31 | 9 | 03/31/2026 | ☆ |
| 6849 | Keenan Capital, Llc CRD 167390 | Burlingame, CA | Private Fund Manager · Small ($100M–$1B) | $688M | 1 | 1 | 6 | 03/25/2026 | ☆ |
| 6850 | Siharum Advisors, Llc CRD 147957 | Boston, MA | Wealth Manager · Small ($100M–$1B) | $687M | 101 | 353 | 9 | 03/09/2026 | ☆ |