Investment advisers
45,019 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 |
|---|---|---|---|---|---|---|---|---|---|
| 6951 | Integral Investment Advisors, Inc. CRD 146569 | Turlock, CA | Wealth Manager · Small ($100M–$1B) | $674M | 468 | 1,101 | 7 | 03/10/2026 | ☆ |
| 6952 | Garden State Investment Advisory Services, Llc CRD 133088 | Red Bank, NJ | Wealth Manager · Small ($100M–$1B) | $674M | 2,531 | 2,456 | 32 | 03/31/2026 | ☆ |
| 6953 | Cherry Tree Wealth Management, Llc CRD 151406 | Minnetonka, MN | Insurance-Affiliated · Small ($100M–$1B) | $673M | 334 | 1,101 | 12 | 03/27/2026 | ☆ |
| 6954 | Dlj Real Estate Capital Partners, Llc CRD 106238 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $673M | 12 | 12 | 8 | 03/31/2026 | ☆ |
| 6955 | Warana Capital, Llc CRD 288311 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $673M | 26 | 26 | 14 | 03/26/2026 | ☆ |
| 6956 | Pinnacle Financial Group Llc CRD 116600 | Western Springs, IL | Wealth Manager · Small ($100M–$1B) | $673M | 394 | 1,217 | 7 | 03/17/2026 | ☆ |
| 6957 | Achieve Partners Management, Llc CRD 299883 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $672M | 16 | 15 | 12 | 03/31/2026 | ☆ |
| 6958 | Adams Street Advisors, Llc CRD 333783 | Chicago, IL | Mutual Fund / Asset Manager · Small ($100M–$1B) | $672M | 2 | 1 | 318 | 06/24/2026 | ☆ |
| 6959 | Firethorn Wealth Partners, Llc CRD 297634 | Augusta, GA | Wealth Manager · Small ($100M–$1B) | $672M | 731 | 2,323 | 9 | 07/27/2026 | ☆ |
| 6960 | Lifecycle Financial Planners Inc. CRD 290250 | Bloomfield Hills, MI | Wealth Manager · Small ($100M–$1B) | $672M | 171 | 3,065 | 9 | 03/23/2026 | ☆ |
| 6961 | Presilium Private Wealth, Llc CRD 318345 | Radnor, PA | Wealth Manager · Small ($100M–$1B) | $672M | 380 | 380 | 7 | 07/16/2026 | ☆ |
| 6962 | Spire Capital Management Llc CRD 161581 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $671M | 4 | 4 | 10 | 03/26/2026 | ☆ |
| 6963 | Diversifi Capital Inc CRD 242788 | Los Altos, CA | Wealth Manager · Small ($100M–$1B) | $671M | 277 | 966 | 13 | 09/17/2026 | ☆ |
| 6964 | Arable Capital Partners, Llc CRD 287629 | Bellevue, WA | Private Fund Manager · Small ($100M–$1B) | $671M | 1 | 1 | 8 | 08/06/2026 | ☆ |
| 6965 | Harvest Financial Advisors, Llc CRD 145552 | West Chester, OH | Wealth Manager · Small ($100M–$1B) | $671M | 442 | 1,398 | 9 | 07/06/2026 | ☆ |
| 6966 | Planned Solutions Financial & Insurance Services, Inc. CRD 105052 | Folsom, CA | Wealth Manager · Small ($100M–$1B) | $671M | 827 | 2,282 | 11 | 04/02/2026 | ☆ |
| 6967 | Montrose Advisors Incorporated CRD 105918 | New York, NY | Investment Adviser · Small ($100M–$1B) | $671M | 26 | 30 | 5 | 09/14/2026 | ☆ |
| 6968 | Abs Legacy Partners, Llc CRD 325604 | Hickory, NC | Wealth Manager · Small ($100M–$1B) | $671M | 36 | 60 | 3 | 03/05/2026 | ☆ |
| 6969 | Elevation Wealth Partners, Llc CRD 123971 | Walnut Creek, CA | Wealth Manager · Small ($100M–$1B) | $671M | 325 | 1,000 | 8 | 08/26/2026 | ☆ |
| 6970 | First Financial Coaching, Inc. CRD 152070 | Mt. Clemens, MI | Wealth Manager · Small ($100M–$1B) | $671M | 1,512 | 2,977 | 14 | 05/06/2026 | ☆ |
| 6971 | Havenshare Financial, Llc CRD 167236 | Multi-Family Office · Small ($100M–$1B) | $670M | 7 | 16 | 3 | 04/01/2026 | ☆ | |
| 6972 | Trinity Financial Advisors Llc CRD 133191 | Columbus, OH | Wealth Manager · Small ($100M–$1B) | $670M | 210 | 1,139 | 9 | 04/29/2026 | ☆ |
| 6973 | Lombard Advisers Incorporated CRD 108231 | Baltimore, MD | Wealth Manager · Small ($100M–$1B) | $670M | 985 | 1,456 | 41 | 03/27/2026 | ☆ |
| 6974 | Dynasty Equity Partners Management, Llc CRD 327607 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $670M | 4 | 4 | 14 | 08/20/2026 | ☆ |
| 6975 | Saxon Woods Advisors Llc CRD 109686 | Purchase, NY | Endowment & Foundation Advisor · Small ($100M–$1B) | $670M | 158 | 161 | 12 | 03/30/2026 | ☆ |
| 6976 | Pave Investment Advisors, Llc. CRD 322420 | New York, NY | Investment Adviser · Small ($100M–$1B) | $670M | 93 | 2,731 | 7 | 06/03/2026 | ☆ |
| 6977 | Stone Temple Partners Llc CRD 332833 | New York, NY | Multi-Family Office · Small ($100M–$1B) | $669M | 12 | 99 | 11 | 09/17/2026 | ☆ |
| 6978 | Wealth Care Llc CRD 125799 | Wealth Manager · Small ($100M–$1B) | $669M | 236 | 821 | 3 | 03/03/2026 | ☆ | |
| 6979 | The Oak Ridge Financial Services Group, Inc CRD 42941 | Golden Valley, MN | Insurance-Affiliated · Small ($100M–$1B) | $669M | 1,005 | 1,500 | 57 | 12/23/2025 | ☆ |
| 6980 | Radial Equity Partners Lp CRD 308513 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $669M | 1 | 1 | 19 | 03/31/2026 | ☆ |
| 6981 | Koesten Hirschmann & Crabtree, Inc. CRD 107212 | Overland Park, KS | Wealth Manager · Small ($100M–$1B) | $668M | 329 | 1,559 | 17 | 07/14/2026 | ☆ |
| 6982 | Oakwell Private Wealth Management, Llc CRD 162096 | Austin, TX | Insurance-Affiliated · Small ($100M–$1B) | $668M | 453 | 453 | 17 | 03/18/2026 | ☆ |
| 6983 | Capeview Capital Llp CRD 160092 | London | Private Fund Manager · Small ($100M–$1B) | $668M | 5 | 5 | 14 | 03/25/2026 | ☆ |
| 6984 | Veridan Wealth Llc CRD 329666 | West Linn, OR | Wealth Manager · Small ($100M–$1B) | $667M | 232 | 724 | 5 | 07/07/2026 | ☆ |
| 6985 | A.W. Jones Advisors, Llc CRD 161260 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $667M | 7 | 7 | 6 | 05/15/2026 | ☆ |
| 6986 | Periscope Equity Llc CRD 290326 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $667M | 8 | 8 | 16 | 05/18/2026 | ☆ |
| 6987 | N CRD 122269 | Institutional / Pension Advisor · Small ($100M–$1B) | $667M | 314 | 321 | 7 | 10/30/2025 | ☆ | |
| 6988 | Opengate Capital Management, Llc CRD 213518 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $667M | 11 | 11 | 25 | 09/01/2026 | ☆ |
| 6989 | Investors Research Corporation CRD 132022 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $667M | 373 | 1,076 | 11 | 02/25/2026 | ☆ |
| 6990 | Cayetano Development, Llc CRD 290076 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $667M | 64 | 64 | 46 | 03/31/2026 | ☆ |
| 6991 | Prestige Wealth Management Group, Llc CRD 127381 | Flemington, NJ | Wealth Manager · Small ($100M–$1B) | $666M | 440 | 1,366 | 13 | 03/10/2026 | ☆ |
| 6992 | Bluechip Wealth Advisors Llc CRD 150008 | Milton, GA | Wealth Manager · Small ($100M–$1B) | $666M | 398 | 1,041 | 8 | 07/23/2026 | ☆ |
| 6993 | Beck Bode Llc CRD 282611 | Dedham, MA | Wealth Manager · Small ($100M–$1B) | $666M | 979 | 2,511 | 16 | 03/31/2026 | ☆ |
| 6994 | N CRD 153062 | Wealth Manager · Small ($100M–$1B) | $666M | 558 | 558 | 17 | 03/28/2025 | ☆ | |
| 6995 | Hiddenite Capital Partners Lp CRD 309942 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $666M | 3 | 3 | 4 | 05/26/2026 | ☆ |
| 6996 | Bcwm, Llc. CRD 144748 | Overland Park, KS | Wealth Manager · Small ($100M–$1B) | $665M | 378 | 378 | 12 | 03/26/2026 | ☆ |
| 6997 | America First Investment Advisors Llc CRD 106984 | Omaha, NE | Wealth Manager · Small ($100M–$1B) | $665M | 266 | 622 | 7 | 08/07/2026 | ☆ |
| 6998 | Alta Wealth Advisors Llc CRD 293675 | Woburn, MA | Wealth Manager · Small ($100M–$1B) | $665M | 779 | 1,665 | 15 | 06/26/2026 | ☆ |
| 6999 | Allen Wealth Management, Llc CRD 133038 | Boone, NC | Wealth Manager · Small ($100M–$1B) | $664M | 1,108 | 2,725 | 7 | 01/29/2026 | ☆ |
| 7000 | Logan Stone Capital Llc CRD 311547 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $664M | 13 | 13 | 3 | 03/30/2026 | ☆ |