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 |
|---|---|---|---|---|---|---|---|---|---|
| 7151 | Colorado Capital Management, Inc. CRD 114011 | Boulder, CO | Wealth Manager · Small ($100M–$1B) | $638M | 241 | 1,014 | 10 | 02/17/2026 | ☆ |
| 7152 | Hemsley Advisors, Ltd. CRD 106414 | Chicago, IL | Wealth Manager · Small ($100M–$1B) | $638M | 324 | 745 | 5 | 04/21/2026 | ☆ |
| 7153 | Scott & Selber, Inc. Capital Management CRD 105523 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $638M | 109 | 300 | 4 | 03/28/2026 | ☆ |
| 7154 | N CRD 119833 | Wealth Manager · Small ($100M–$1B) | $637M | 271 | 934 | 8 | 03/28/2026 | ☆ | |
| 7155 | Southern Capital Advisors, Llc CRD 292275 | Jackson, TN | Wealth Manager · Small ($100M–$1B) | $637M | 817 | 2,147 | 6 | 05/22/2026 | ☆ |
| 7156 | Timber Creek Capital Management, Llc CRD 146220 | Boston, MA | Multi-Family Office · Small ($100M–$1B) | $637M | 46 | 235 | 4 | 04/20/2026 | ☆ |
| 7157 | Venture Investment Management Co., L.L.C. CRD 160002 | Peapack, NJ | Private Fund Manager · Small ($100M–$1B) | $637M | 14 | 14 | 8 | 03/19/2026 | ☆ |
| 7158 | West Advisors, Incorporated CRD 157236 | Multi-Family Office · Small ($100M–$1B) | $637M | 16 | 16 | 1 | 02/24/2026 | ☆ | |
| 7159 | Rock Island Capital, Llc CRD 161623 | Oak Brook, IL | Private Fund Manager · Small ($100M–$1B) | $637M | 13 | 13 | 10 | 03/26/2026 | ☆ |
| 7160 | Crow's Nest Holdings Lp CRD 316652 | Richmond, VA | Private Fund Manager · Small ($100M–$1B) | $637M | 3 | 4 | 4 | 03/31/2026 | ☆ |
| 7161 | 503 Capital Partners, Llc CRD 327580 | Leawood, KS | Private Fund Manager · Small ($100M–$1B) | $636M | 13 | 14 | 14 | 04/08/2026 | ☆ |
| 7162 | Karmel Capital Management Llc CRD 307701 | Solana Beach, CA | Private Fund Manager · Small ($100M–$1B) | $636M | 11 | 11 | 8 | 07/17/2026 | ☆ |
| 7163 | Merritt Point Partners Llc CRD 298680 | Oakland, CA | Private Fund Manager · Small ($100M–$1B) | $636M | 6 | 6 | 4 | 04/22/2026 | ☆ |
| 7164 | Fischer Financial Services Inc CRD 104616 | Harrisburg, PA | Wealth Manager · Small ($100M–$1B) | $636M | 615 | 1,212 | 5 | 02/25/2026 | ☆ |
| 7165 | The Roxborough Group, Llc CRD 310949 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $636M | 5 | 5 | 15 | 03/26/2026 | ☆ |
| 7166 | Rowland Miller + Partners Llc CRD 226629 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $636M | 197 | 562 | 5 | 03/03/2026 | ☆ |
| 7167 | Empower Financial Advisory, Llc CRD 313968 | Glastonbury, CT | Wealth Manager · Small ($100M–$1B) | $636M | 295 | 1,508 | 7 | 05/06/2026 | ☆ |
| 7168 | Hilltop Wealth Advisors, Llc CRD 283014 | Chapel Hill, NC | Wealth Manager · Small ($100M–$1B) | $636M | 588 | 1,968 | 18 | 09/17/2026 | ☆ |
| 7169 | Fire Capital Management, Llc CRD 299218 | San Francisco, CA | Multi-Family Office · Small ($100M–$1B) | $635M | 61 | 233 | 5 | 07/14/2026 | ☆ |
| 7170 | Clare Market Investments, Llc CRD 217515 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $635M | 237 | 689 | 4 | 03/06/2026 | ☆ |
| 7171 | N CRD 145772 | Wealth Manager · Small ($100M–$1B) | $635M | 771 | 1,880 | 20 | 03/28/2025 | ☆ | |
| 7172 | Northwest Financial Services Inc CRD 106805 | Indianapolis, IN | Wealth Manager · Small ($100M–$1B) | $635M | 377 | 377 | 11 | 03/18/2026 | ☆ |
| 7173 | Ugvp Management, Llc CRD 170880 | Summit, NJ | Private Fund Manager · Small ($100M–$1B) | $635M | 11 | 11 | 2 | 03/31/2026 | ☆ |
| 7174 | Stanley Capital Management Llc CRD 156468 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $635M | 1 | 1 | 3 | 02/09/2026 | ☆ |
| 7175 | Simcoe Capital Management, Llc CRD 161985 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $634M | 4 | 4 | 5 | 03/30/2026 | ☆ |
| 7176 | Central Valley Advisors, Llc CRD 324974 | Sacramento, CA | Wealth Manager · Small ($100M–$1B) | $634M | 590 | 1,923 | 6 | 07/23/2026 | ☆ |
| 7177 | Vision Retirement, Llc CRD 173064 | Ridgewood, NJ | Wealth Manager · Small ($100M–$1B) | $634M | 1,119 | 1,965 | 13 | 06/18/2026 | ☆ |
| 7178 | Wj Interests, Llc CRD 114381 | Sugar Land, TX | Wealth Manager · Small ($100M–$1B) | $634M | 254 | 828 | 10 | 03/20/2026 | ☆ |
| 7179 | Kickstand Ventures, Llc CRD 327022 | Pittsford, NY | Wealth Manager · Small ($100M–$1B) | $633M | 376 | 1,976 | 7 | 09/18/2026 | ☆ |
| 7180 | Kennedy Investment Group, Inc. CRD 322605 | West Deptford, NJ | Wealth Manager · Small ($100M–$1B) | $633M | 1,036 | 2,641 | 12 | 02/06/2026 | ☆ |
| 7181 | Capvisor Associates, Llc CRD 289154 | Investment Adviser · Small ($100M–$1B) | $633M | 25 | 25 | 6 | 03/26/2026 | ☆ | |
| 7182 | N CRD 128474 | Wealth Manager · Small ($100M–$1B) | $633M | 477 | 1,743 | 5 | 03/17/2025 | ☆ | |
| 7183 | Whiterock Wealth Design, Llc CRD 342236 | Fayetteville, AR | Wealth Manager · Small ($100M–$1B) | $633M | 739 | 1,892 | 8 | 08/28/2026 | ☆ |
| 7184 | Karma Capital Advisors Pvt Ltd. CRD 335212 | Mumbai, Maharashtra | Investment Adviser · Small ($100M–$1B) | $633M | 206 | 205 | 22 | 06/29/2026 | ☆ |
| 7185 | Vickerman Investment Advisors, Inc. CRD 313240 | Spokane, WA | Wealth Manager · Small ($100M–$1B) | $632M | 431 | 1,159 | 7 | 02/25/2026 | ☆ |
| 7186 | Carlson & Company Financial Services, Llc CRD 295907 | Topeka, KS | Insurance-Affiliated · Small ($100M–$1B) | $632M | 1,097 | 1,097 | 29 | 03/31/2026 | ☆ |
| 7187 | Fortem Financial Group, Llc CRD 291662 | Palm Desert, CA | Insurance-Affiliated · Small ($100M–$1B) | $632M | 347 | 1,042 | 10 | 04/21/2026 | ☆ |
| 7188 | Vizcaya Capital, Llc CRD 170518 | Miami, FL | Wealth Manager · Small ($100M–$1B) | $631M | 346 | 346 | 9 | 06/10/2026 | ☆ |
| 7189 | Bolthouse Investments, Llc CRD 148531 | Bakersfield, CA | Investment Adviser · Small ($100M–$1B) | $631M | 45 | 294 | 9 | 04/24/2026 | ☆ |
| 7190 | Hammond, Kennedy, Whitney & Company, Inc. CRD 161288 | Private Fund Manager · Small ($100M–$1B) | $631M | 5 | 5 | 8 | 03/31/2026 | ☆ | |
| 7191 | Peak Retirement Planning, Inc. CRD 317592 | Columbus, OH | Wealth Manager · Small ($100M–$1B) | $631M | 910 | 3,675 | 22 | 09/01/2026 | ☆ |
| 7192 | L.S.Y., Inc CRD 38 | San Ramon, CA | Insurance-Affiliated · Small ($100M–$1B) | $631M | 766 | 1,554 | 32 | 06/26/2026 | ☆ |
| 7193 | Stuart Investment Advisors, Inc. CRD 109995 | Austin, TX | Insurance-Affiliated · Small ($100M–$1B) | $631M | 401 | 1,005 | 4 | 03/12/2026 | ☆ |
| 7194 | Accuvest Global Advisors, Inc. CRD 134096 | Provo, UT | Investment Adviser · Small ($100M–$1B) | $630M | 65 | 447 | 6 | 04/07/2026 | ☆ |
| 7195 | Cordatus Wealth Management Llc CRD 282871 | Yardley, PA | Wealth Manager · Small ($100M–$1B) | $630M | 308 | 908 | 6 | 03/18/2026 | ☆ |
| 7196 | Davidson Capital Management, Inc. CRD 112232 | Corpus Christi, TX | Wealth Manager · Small ($100M–$1B) | $630M | 435 | 907 | 6 | 04/14/2026 | ☆ |
| 7197 | Neumann Capital Management, Llc CRD 112182 | Foster City, CA | Wealth Manager · Small ($100M–$1B) | $630M | 191 | 609 | 4 | 08/26/2026 | ☆ |
| 7198 | Rosel Wealth Management, Llc CRD 291065 | Highlands Ranch, CO | Insurance-Affiliated · Small ($100M–$1B) | $630M | 317 | 971 | 4 | 04/15/2026 | ☆ |
| 7199 | G2 Investment Partners Management Llc CRD 163921 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $630M | 9 | 6 | 10 | 03/30/2026 | ☆ |
| 7200 | Searle & Co. CRD 13035 | Greenwich, CT | Broker-Dealer (Dually Registered) · Small ($100M–$1B) | $630M | 127 | 129 | 13 | 12/16/2025 | ☆ |