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 |
|---|---|---|---|---|---|---|---|---|---|
| 7501 | Persium Advisors, Llc CRD 128335 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $584M | 177 | 484 | 13 | 03/31/2026 | ☆ |
| 7502 | Vine Investment Advisors, Lp CRD 157341 | Palm Beach Gardens, FL | Private Fund Manager · Small ($100M–$1B) | $583M | 8 | 8 | 1 | 03/31/2026 | ☆ |
| 7503 | Rowling & Associates Llc CRD 308292 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $583M | 362 | 1,278 | 14 | 06/09/2026 | ☆ |
| 7504 | Praesidium Investment Management Company, Llc CRD 137980 | New York, NY | Investment Adviser · Small ($100M–$1B) | $583M | 8 | 8 | 11 | 03/24/2026 | ☆ |
| 7505 | Citymark Capital Management Company Llc CRD 291405 | Cleveland, OH | Private Fund Manager · Small ($100M–$1B) | $583M | 2 | 2 | 12 | 04/06/2026 | ☆ |
| 7506 | Howard Bailey Securities, Llc CRD 282712 | Fort Wayne, IN | Wealth Manager · Small ($100M–$1B) | $583M | 1,756 | 4,056 | 46 | 07/22/2026 | ☆ |
| 7507 | Addison Advisors Llc CRD 154744 | Middlebury, VT | Wealth Manager · Small ($100M–$1B) | $583M | 368 | 1,446 | 9 | 02/17/2026 | ☆ |
| 7508 | Manteio Scalable Technologies Llc CRD 333019 | Jersey City, NJ | Mutual Fund / Asset Manager · Small ($100M–$1B) | $583M | 3 | 3 | 13 | 03/24/2026 | ☆ |
| 7509 | Richardson Capital Management, Llc CRD 130985 | Menomonee Falls, WI | Wealth Manager · Small ($100M–$1B) | $582M | 262 | 261 | 9 | 08/17/2026 | ☆ |
| 7510 | Northlight Capital Partners Llc CRD 170112 | Westport, CT | Private Fund Manager · Small ($100M–$1B) | $582M | 14 | 14 | 10 | 04/29/2026 | ☆ |
| 7511 | Avalon Capital Management CRD 107501 | Menlo Park, CA | Wealth Manager · Small ($100M–$1B) | $582M | 163 | 508 | 5 | 07/21/2026 | ☆ |
| 7512 | Ni Acquisitions Company Llc CRD 340590 | Lemoyne, PA | Wealth Manager · Small ($100M–$1B) | $582M | 1,212 | 2,200 | 17 | 08/07/2026 | ☆ |
| 7513 | Freshford Capital Management, Llc CRD 158448 | Harrison, NY | Private Fund Manager · Small ($100M–$1B) | $582M | 3 | 3 | 8 | 03/30/2026 | ☆ |
| 7514 | Two Sigma Real Estate, Lp CRD 324210 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $582M | 8 | 8 | 36 | 03/31/2026 | ☆ |
| 7515 | Stewart Wealth Management, Inc. CRD 143425 | San Rafael, CA | Wealth Manager · Small ($100M–$1B) | $582M | 346 | 1,593 | 4 | 03/12/2026 | ☆ |
| 7516 | Armadillo Litigation Funding Llc CRD 310764 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $581M | 5 | 5 | 7 | 03/18/2026 | ☆ |
| 7517 | 55 North Private Wealth, Llc CRD 325325 | Winter Park, FL | Wealth Manager · Small ($100M–$1B) | $581M | 158 | 697 | 8 | 03/27/2026 | ☆ |
| 7518 | Hyperion Capital Advisors Lp CRD 304230 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $581M | 36 | 36 | 41 | 03/31/2026 | ☆ |
| 7519 | Rainier Investment Management Llc CRD 105556 | Seattle, WA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $581M | 4 | 4 | 3 | 06/23/2026 | ☆ |
| 7520 | Rtw Financial Advisors Inc CRD 109934 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $581M | 182 | 521 | 11 | 06/22/2026 | ☆ |
| 7521 | Keystone Global Partners Llc CRD 153147 | Denver, CO | Multi-Family Office · Small ($100M–$1B) | $581M | 50 | 222 | 4 | 04/02/2026 | ☆ |
| 7522 | Mosaic Advisors Llc CRD 164913 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $581M | 72 | 275 | 27 | 07/24/2026 | ☆ |
| 7523 | N CRD 141238 | Wealth Manager · Small ($100M–$1B) | $580M | 2,731 | 2,444 | 92 | 01/05/2026 | ☆ | |
| 7524 | Winch Advisory Services, Llc CRD 110194 | Appleton, WI | Wealth Manager · Small ($100M–$1B) | $580M | 851 | 2,323 | 18 | 03/04/2026 | ☆ |
| 7525 | N CRD 106801 | Wealth Manager · Small ($100M–$1B) | $580M | 747 | 1,849 | 15 | 03/31/2025 | ☆ | |
| 7526 | Northwest Quadrant, Llc CRD 158455 | Bend, OR | Wealth Manager · Small ($100M–$1B) | $580M | 1,014 | 1,771 | 3 | 03/17/2026 | ☆ |
| 7527 | Savanna Investment Management Llc CRD 158770 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $580M | 27 | 27 | 39 | 03/31/2026 | ☆ |
| 7528 | Able Wealth Management Llc CRD 298085 | Toms River, NJ | Wealth Manager · Small ($100M–$1B) | $580M | 1,030 | 2,109 | 7 | 06/16/2026 | ☆ |
| 7529 | Harvey Capital Management Inc CRD 106224 | Palm Beach, FL | Wealth Manager · Small ($100M–$1B) | $579M | 172 | 172 | 5 | 03/10/2026 | ☆ |
| 7530 | Epg Wealth Management Llc CRD 302075 | Atlanta, GA | Insurance-Affiliated · Small ($100M–$1B) | $579M | 1,194 | 1,194 | 14 | 03/05/2026 | ☆ |
| 7531 | Mattern Wealth Management Llc CRD 304520 | Lawrence, KS | Wealth Manager · Small ($100M–$1B) | $579M | 613 | 1,412 | 5 | 03/26/2026 | ☆ |
| 7532 | Edgerock Capital Llc CRD 312325 | Denver, CO | Insurance-Affiliated · Small ($100M–$1B) | $579M | 575 | 1,559 | 20 | 06/24/2026 | ☆ |
| 7533 | Two Roads Partners Management, Lp CRD 326470 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $579M | 5 | 5 | 13 | 03/27/2026 | ☆ |
| 7534 | Civitas Capital Management, Llc CRD 319105 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $579M | 83 | 83 | 47 | 05/12/2026 | ☆ |
| 7535 | Twele Capital Management, Inc. CRD 130239 | Minnetonka, MN | Institutional / Pension Advisor · Small ($100M–$1B) | $578M | 67 | 201 | 4 | 01/06/2026 | ☆ |
| 7536 | N CRD 291805 | Wealth Manager · Small ($100M–$1B) | $578M | 666 | 1,620 | 23 | 03/11/2025 | ☆ | |
| 7537 | Boxer Capital Management, Llc CRD 330106 | San Diego, CA | Private Fund Manager · Small ($100M–$1B) | $578M | 4 | 4 | 19 | 05/11/2026 | ☆ |
| 7538 | Bh3 Fund Advisors, Llc CRD 298967 | Fort Lauderdale, FL | Private Fund Manager · Small ($100M–$1B) | $578M | 9 | 10 | 29 | 07/07/2026 | ☆ |
| 7539 | Oxler Private Wealth Llc CRD 309684 | Rye Brook, NY | Wealth Manager · Small ($100M–$1B) | $578M | 151 | 291 | 4 | 03/16/2026 | ☆ |
| 7540 | N CRD 155498 | Private Fund Manager · Small ($100M–$1B) | $578M | 5 | 5 | 5 | 03/11/2025 | ☆ | |
| 7541 | Jackson, Grant Investment Advisers, Inc. CRD 108156 | Stamford, CT | Wealth Manager · Small ($100M–$1B) | $578M | 94 | 94 | 8 | 01/02/2026 | ☆ |
| 7542 | Advanced Tax And Financial Services,Inc. CRD 128968 | Multi-Family Office · Small ($100M–$1B) | $578M | 29 | 29 | 2 | 08/26/2026 | ☆ | |
| 7543 | Infinedi Partners, Lp CRD 298191 | Private Fund Manager · Small ($100M–$1B) | $577M | 5 | 5 | 5 | 03/09/2026 | ☆ | |
| 7544 | Valueworks Llc CRD 116850 | New York City, NY | Private Fund Manager · Small ($100M–$1B) | $577M | 85 | 85 | 6 | 04/02/2026 | ☆ |
| 7545 | Silverview Credit Partners Lp CRD 282955 | Tampa, FL | Private Fund Manager · Small ($100M–$1B) | $577M | 16 | 16 | 14 | 03/31/2026 | ☆ |
| 7546 | Cello Capital Management, Lp CRD 160398 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $577M | 4 | 4 | 15 | 06/01/2026 | ☆ |
| 7547 | Tabor Asset Management, Lp CRD 304666 | New York, NY | Investment Adviser · Small ($100M–$1B) | $577M | 8 | 8 | 6 | 03/24/2026 | ☆ |
| 7548 | Brogan Financial, Inc. CRD 133623 | Knoxville, TN | Wealth Manager · Small ($100M–$1B) | $577M | 746 | 2,093 | 31 | 03/31/2026 | ☆ |
| 7549 | Birnam Oak Advisors, Lp CRD 328180 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $577M | 7 | 6 | 7 | 03/26/2026 | ☆ |
| 7550 | N CRD 104841 | Wealth Manager · Small ($100M–$1B) | $577M | 194 | 196 | 14 | 03/25/2025 | ☆ |