Investment advisers
44,538 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 |
|---|---|---|---|---|---|---|---|---|---|
| 7201 | Meridian Financial Partners Llc CRD 281969 | Warrenton, VA | Wealth Manager · Small ($100M–$1B) | $628M | 583 | 1,522 | 7 | 03/18/2026 | ☆ |
| 7202 | Centrica Wealth Management, Llc CRD 335042 | Miami, FL | Multi-Family Office · Small ($100M–$1B) | $627M | 14 | 45 | 3 | 02/27/2026 | ☆ |
| 7203 | Ariadne Wealth Management, Lp CRD 170999 | Santa Barbara, CA | Multi-Family Office · Small ($100M–$1B) | $627M | 53 | 432 | 6 | 03/27/2026 | ☆ |
| 7204 | Hgc Advisor Llc CRD 327883 | Private Fund Manager · Small ($100M–$1B) | $627M | 9 | 9 | 4 | 04/30/2026 | ☆ | |
| 7205 | Deepwater Asset Management, Llc CRD 316507 | Minneapolis, MN | Private Fund Manager · Small ($100M–$1B) | $627M | 10 | 13 | 9 | 03/20/2026 | ☆ |
| 7206 | Winslow Asset Management Inc CRD 106337 | Beachwood, OH | Wealth Manager · Small ($100M–$1B) | $627M | 130 | 130 | 6 | 03/30/2026 | ☆ |
| 7207 | Lynx1 Capital Management Lp CRD 310301 | Dorado, PR | Private Fund Manager · Small ($100M–$1B) | $627M | 5 | 5 | 5 | 03/31/2026 | ☆ |
| 7208 | Crosstimbers Capital Group, Llc CRD 285144 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $626M | 20 | 20 | 16 | 03/31/2026 | ☆ |
| 7209 | Epsilon Financial Group, Inc. CRD 111990 | Fairfield, CA | Wealth Manager · Small ($100M–$1B) | $626M | 434 | 434 | 8 | 06/29/2026 | ☆ |
| 7210 | Butensky & Cohen Financial Security Inc CRD 110295 | Ponte Vedra Beach, FL | Wealth Manager · Small ($100M–$1B) | $626M | 543 | 1,331 | 12 | 01/30/2026 | ☆ |
| 7211 | Wealth Dimensions Family Office, Inc CRD 266787 | Cincinnati, OH | Multi-Family Office · Small ($100M–$1B) | $626M | 16 | 134 | 16 | 07/30/2026 | ☆ |
| 7212 | Rialto Wealth Management, Llc CRD 319411 | Syracuse, NY | Wealth Manager · Small ($100M–$1B) | $626M | 344 | 1,207 | 7 | 03/27/2026 | ☆ |
| 7213 | Impact Capital Partners Llc CRD 329616 | Greenwood Village, CO | Insurance-Affiliated · Small ($100M–$1B) | $626M | 230 | 1,861 | 5 | 03/03/2026 | ☆ |
| 7214 | Phraction Management Llc CRD 298633 | Colchester, CT | Investment Adviser · Small ($100M–$1B) | $626M | 73 | 130 | 7 | 03/03/2026 | ☆ |
| 7215 | Sandia Investment Management Lp CRD 311098 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $625M | 10 | 10 | 6 | 06/10/2026 | ☆ |
| 7216 | Climber Capital Sa CRD 284784 | Nyon, Vaud | Wealth Manager · Small ($100M–$1B) | $625M | 94 | 94 | 4 | 03/20/2026 | ☆ |
| 7217 | Sovereign Wealth Advisors Llc CRD 188524 | Houston, TX | Insurance-Affiliated · Small ($100M–$1B) | $625M | 1,275 | 1,892 | 35 | 07/17/2026 | ☆ |
| 7218 | Portfolio Design Labs, Llc CRD 318127 | Encino, CA | Wealth Manager · Small ($100M–$1B) | $625M | 357 | 593 | 5 | 05/11/2026 | ☆ |
| 7219 | Pvg Asset Management Corp CRD 105541 | Centennial, CO | Investment Adviser · Small ($100M–$1B) | $625M | 240 | 746 | 9 | 08/04/2026 | ☆ |
| 7220 | N CRD 108906 | Wealth Manager · Small ($100M–$1B) | $625M | 331 | 1,024 | 7 | 01/21/2026 | ☆ | |
| 7221 | Brave Asset Management, Inc. CRD 108512 | Summit, NJ | Wealth Manager · Small ($100M–$1B) | $624M | 356 | 922 | 7 | 03/11/2026 | ☆ |
| 7222 | Lountzis Asset Management, Llc CRD 118923 | Wyomissing, PA | Wealth Manager · Small ($100M–$1B) | $624M | 155 | 325 | 5 | 03/24/2026 | ☆ |
| 7223 | Riverview Capital Advisers Llc CRD 140377 | Boston, MA | Wealth Manager · Small ($100M–$1B) | $624M | 221 | 590 | 8 | 04/01/2026 | ☆ |
| 7224 | Industrial Development Funding Llc CRD 298015 | Miami Beach, FL | Investment Adviser · Small ($100M–$1B) | $624M | 7 | 7 | 5 | 03/26/2026 | ☆ |
| 7225 | Hill Island Financial Llc CRD 313469 | Grand Rapids, MI | Wealth Manager · Small ($100M–$1B) | $624M | 217 | 821 | 11 | 08/05/2026 | ☆ |
| 7226 | Axius Advisors Llc CRD 330006 | Saint Charles, MO | Wealth Manager · Small ($100M–$1B) | $624M | 1,231 | 2,827 | 9 | 03/05/2026 | ☆ |
| 7227 | Machine Investment Group, Lp CRD 315219 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $624M | 10 | 8 | 13 | 03/27/2026 | ☆ |
| 7228 | Sherrill & Hutchins Financial Advisory Inc CRD 105302 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $624M | 409 | 1,317 | 9 | 06/26/2026 | ☆ |
| 7229 | Spp Management Services, Llc CRD 164078 | Charlotte, NC | Private Fund Manager · Small ($100M–$1B) | $624M | 29 | 29 | 23 | 03/27/2026 | ☆ |
| 7230 | Kelly Financial Services Llc CRD 291996 | Braintree, MA | Insurance-Affiliated · Small ($100M–$1B) | $624M | 1,401 | 3,094 | 10 | 03/11/2026 | ☆ |
| 7231 | Dhjj Financial Advisors, Ltd. CRD 107034 | Naperville, IL | Wealth Manager · Small ($100M–$1B) | $623M | 431 | 1,413 | 11 | 07/13/2026 | ☆ |
| 7232 | Fca Corp CRD 110658 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $623M | 183 | 563 | 17 | 02/17/2026 | ☆ |
| 7233 | Neumann Advisory Hong Kong Limited CRD 284666 | Hong Kong | Private Fund Manager · Small ($100M–$1B) | $623M | 2 | 2 | 5 | 02/23/2026 | ☆ |
| 7234 | L2 Point Management Llc CRD 317924 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $622M | 6 | 6 | 10 | 05/01/2026 | ☆ |
| 7235 | Shoten Capital Lp CRD 339620 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $622M | 4 | 4 | 8 | 04/17/2026 | ☆ |
| 7236 | Hapanowicz & Associates Financial Services, Inc. CRD 157523 | Pittsburgh, PA | Wealth Manager · Small ($100M–$1B) | $622M | 652 | 1,016 | 13 | 06/24/2026 | ☆ |
| 7237 | Staple Street Capital Management, L.P. CRD 173785 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $622M | 4 | 4 | 24 | 03/31/2026 | ☆ |
| 7238 | Mirabilis Management Company Llc CRD 316801 | Private Fund Manager · Small ($100M–$1B) | $622M | 9 | 9 | 11 | 05/05/2026 | ☆ | |
| 7239 | Gatewood Capital Management Llc CRD 282128 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $622M | 4 | 4 | 8 | 03/23/2026 | ☆ |
| 7240 | Hoge Financial Services, Llc CRD 148209 | Canonsburg, PA | Wealth Manager · Small ($100M–$1B) | $622M | 557 | 1,678 | 6 | 03/24/2026 | ☆ |
| 7241 | Avalan, Llc CRD 156109 | Santa Barbara, CA | Insurance-Affiliated · Small ($100M–$1B) | $622M | 319 | 768 | 11 | 03/17/2026 | ☆ |
| 7242 | 12 Th Street Asset Management Llc CRD 153528 | Nashville, TN | Institutional / Pension Advisor · Small ($100M–$1B) | $622M | 522 | 522 | 5 | 02/24/2026 | ☆ |
| 7243 | Aviso Wealth Management CRD 108146 | Bellevue, WA | Insurance-Affiliated · Small ($100M–$1B) | $621M | 929 | 2,195 | 9 | 08/05/2026 | ☆ |
| 7244 | Oak Family Advisors, Llc CRD 141332 | Chicago, IL | Wealth Manager · Small ($100M–$1B) | $621M | 203 | 853 | 6 | 06/11/2026 | ☆ |
| 7245 | Parallaxes Capital Management, Llc CRD 291657 | Los Angeles, CA | Private Fund Manager · Small ($100M–$1B) | $621M | 14 | 14 | 4 | 03/27/2026 | ☆ |
| 7246 | Altus Wealth Group, Llc CRD 287848 | Colorado Springs, CO | Wealth Manager · Small ($100M–$1B) | $620M | 791 | 2,339 | 7 | 06/04/2026 | ☆ |
| 7247 | Capital Advisers, Inc. CRD 118442 | Raleigh, NC | Wealth Manager · Small ($100M–$1B) | $620M | 723 | 1,505 | 5 | 01/28/2026 | ☆ |
| 7248 | Bna Wealth, Inc. CRD 39326 | Rock Hill, SC | Insurance-Affiliated · Small ($100M–$1B) | $620M | 542 | 542 | 8 | 07/16/2026 | ☆ |
| 7249 | Corus Family Wealth Advisors, Inc. CRD 114702 | Mckinney, TX | Wealth Manager · Small ($100M–$1B) | $620M | 133 | 700 | 10 | 05/06/2026 | ☆ |
| 7250 | Red Arts Capital Management, Llc CRD 316396 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $619M | 3 | 3 | 15 | 07/27/2026 | ☆ |