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 |
|---|---|---|---|---|---|---|---|---|---|
| 8051 | Robert L. Bender, Inc. Dba Robert Bender & Associates CRD 109766 | Pasadena, CA | Wealth Manager · Small ($100M–$1B) | $511M | 341 | 344 | 5 | 02/10/2026 | ☆ |
| 8052 | Shoker Investment Counsel Inc. CRD 107857 | Wealth Manager · Small ($100M–$1B) | $511M | 195 | 195 | 6 | 03/23/2026 | ☆ | |
| 8053 | Fidato Wealth Llc CRD 158173 | Middleburg Heights, OH | Insurance-Affiliated · Small ($100M–$1B) | $511M | 303 | 1,160 | 12 | 08/03/2026 | ☆ |
| 8054 | Horizon Advisory Services, Inc. CRD 305239 | West Henrietta, NY | Wealth Manager · Small ($100M–$1B) | $510M | 734 | 1,585 | 9 | 06/08/2026 | ☆ |
| 8055 | Eldridge Gp1 Advisers, Llc CRD 333934 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $510M | 3 | 3 | 292 | 05/13/2026 | ☆ |
| 8056 | Defender Capital Llc CRD 159607 | Charlotte, NC | Insurance-Affiliated · Small ($100M–$1B) | $510M | 187 | 189 | 3 | 01/28/2026 | ☆ |
| 8057 | Chase Investment Counsel Corporation CRD 104648 | Charlottesville, VA | Wealth Manager · Small ($100M–$1B) | $510M | 132 | 137 | 7 | 03/25/2026 | ☆ |
| 8058 | Madison Advisory Services, Inc. CRD 132386 | White Plains, NY | Wealth Manager · Small ($100M–$1B) | $510M | 1,102 | 2,229 | 16 | 04/03/2026 | ☆ |
| 8059 | Nebari Partners, Llc CRD 295859 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $510M | 15 | 15 | 11 | 05/01/2026 | ☆ |
| 8060 | Aspire Private Capital, Llc CRD 154116 | Cornelius, NC | Wealth Manager · Small ($100M–$1B) | $510M | 709 | 1,703 | 9 | 03/20/2026 | ☆ |
| 8061 | Highbrook Capital Partners Llc CRD 338408 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $509M | 197 | 596 | 6 | 03/31/2026 | ☆ |
| 8062 | Platform Wealth Management, Llc CRD 329313 | Holladay, UT | Wealth Manager · Small ($100M–$1B) | $509M | 270 | 776 | 17 | 06/04/2026 | ☆ |
| 8063 | Mana Advisors Llc CRD 284792 | New York, NY | Investment Adviser · Small ($100M–$1B) | $509M | 4 | 4 | 4 | 03/30/2026 | ☆ |
| 8064 | Turnspire Capital Partners Llc CRD 311053 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $509M | 13 | 13 | 11 | 07/23/2026 | ☆ |
| 8065 | Permanent Equity Management, Llc CRD 309530 | Columbia, MO | Private Fund Manager · Small ($100M–$1B) | $509M | 3 | 3 | 15 | 03/31/2026 | ☆ |
| 8066 | Lionheart Strategic Management, Llc CRD 314990 | New York, NY | Investment Adviser · Small ($100M–$1B) | $509M | 9 | 9 | 14 | 03/31/2026 | ☆ |
| 8067 | Taurus Private Markets, Llc CRD 300786 | Malvern, PA | Private Fund Manager · Small ($100M–$1B) | $509M | 3 | 3 | 9 | 03/19/2026 | ☆ |
| 8068 | Dover Partners Inc CRD 105133 | Dayton, OH | Institutional / Pension Advisor · Small ($100M–$1B) | $509M | 33 | 33 | 4 | 03/10/2026 | ☆ |
| 8069 | Pinnacle Holdings, Llc CRD 108086 | Tulsa, OK | Wealth Manager · Small ($100M–$1B) | $508M | 496 | 496 | 7 | 03/05/2026 | ☆ |
| 8070 | And Wealth Partners, Llc CRD 149136 | Baltimore, MD | Wealth Manager · Small ($100M–$1B) | $508M | 103 | 254 | 5 | 02/23/2026 | ☆ |
| 8071 | Ibn Asset Management, Llc CRD 290114 | Thousand Oaks, CA | Investment Adviser · Small ($100M–$1B) | $508M | 12 | 71 | 6 | 03/31/2026 | ☆ |
| 8072 | Quadratic Capital Management Llc CRD 172768 | Greenwich, CT | Mutual Fund / Asset Manager · Small ($100M–$1B) | $508M | 2 | 2 | 4 | 02/25/2026 | ☆ |
| 8073 | Solace Capital Partners, L.P. CRD 175319 | El Segundo, CA | Private Fund Manager · Small ($100M–$1B) | $508M | 1 | 1 | 10 | 03/23/2026 | ☆ |
| 8074 | Instrumental Wealth, Llc CRD 310788 | Tampa, FL | Wealth Manager · Small ($100M–$1B) | $508M | 573 | 2,128 | 12 | 03/28/2026 | ☆ |
| 8075 | Financial Designs Corporation CRD 14829 | Claremont, CA | Wealth Manager · Small ($100M–$1B) | $508M | 516 | 1,312 | 6 | 01/27/2026 | ☆ |
| 8076 | Wea Financial Advisors, Inc. CRD 144919 | Madison, WI | Institutional / Pension Advisor · Small ($100M–$1B) | $508M | 618 | 616 | 4 | 07/06/2026 | ☆ |
| 8077 | Agellus Capital, Llc CRD 330152 | Clayton, MO | Private Fund Manager · Small ($100M–$1B) | $508M | 6 | 6 | 12 | 03/30/2026 | ☆ |
| 8078 | Crossbeam Venture Partners Llc CRD 309047 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $508M | 13 | 13 | 6 | 05/26/2026 | ☆ |
| 8079 | Mandarinfish Management, Llc CRD 288139 | Private Fund Manager · Small ($100M–$1B) | $508M | 4 | 4 | 1 | 03/27/2026 | ☆ | |
| 8080 | Garden Investment Management, L.P. CRD 330358 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $508M | 2 | 2 | 8 | 03/27/2026 | ☆ |
| 8081 | Wealthcrest Financial Services, Llc CRD 130049 | Springfield, VA | Insurance-Affiliated · Small ($100M–$1B) | $508M | 380 | 380 | 9 | 03/31/2026 | ☆ |
| 8082 | Stratis Capital, Llc CRD 300130 | Darien, CT | Multi-Family Office · Small ($100M–$1B) | $508M | 1 | 85 | 1 | 03/10/2026 | ☆ |
| 8083 | The Lam Group, Inc. CRD 128055 | Wealth Manager · Small ($100M–$1B) | $507M | 80 | 270 | 2 | 02/23/2026 | ☆ | |
| 8084 | Mep Capital Management, Llc CRD 304299 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $507M | 21 | 21 | 7 | 04/30/2026 | ☆ |
| 8085 | Maltin Wealth Management, Inc. CRD 164330 | Wealth Manager · Small ($100M–$1B) | $507M | 214 | 1,034 | 5 | 02/27/2026 | ☆ | |
| 8086 | Pine Harbor Wealth Management Llc CRD 317352 | Fairfax, VA | Wealth Manager · Small ($100M–$1B) | $507M | 159 | 652 | 2 | 02/23/2026 | ☆ |
| 8087 | H I A Helvetia Investment Advisors Sa CRD 171155 | Lugano | Wealth Manager · Small ($100M–$1B) | $507M | 137 | 137 | 1 | 03/30/2026 | ☆ |
| 8088 | Lfl Advisers, Llc CRD 163963 | Evanston, IL | Private Fund Manager · Small ($100M–$1B) | $507M | 4 | 4 | 3 | 03/17/2026 | ☆ |
| 8089 | Boone Wealth Advisors, Llc CRD 116682 | Bellevue, WA | Wealth Manager · Small ($100M–$1B) | $507M | 305 | 554 | 9 | 03/27/2026 | ☆ |
| 8090 | Kaufman Rossin Wealth, Llc CRD 301921 | Miami, FL | Wealth Manager · Small ($100M–$1B) | $507M | 230 | 520 | 11 | 07/31/2026 | ☆ |
| 8091 | Beta Capital Management Llc CRD 154894 | Miami, FL | Wealth Manager · Small ($100M–$1B) | $507M | 134 | 134 | 16 | 03/30/2026 | ☆ |
| 8092 | Cleveland Wealth, Llc CRD 282196 | Cleveland, OH | Wealth Manager · Small ($100M–$1B) | $507M | 396 | 1,047 | 7 | 07/02/2026 | ☆ |
| 8093 | Onyx Financial Advisors, Llc CRD 134881 | Idaho Falls, ID | Wealth Manager · Small ($100M–$1B) | $506M | 272 | 1,045 | 10 | 02/19/2026 | ☆ |
| 8094 | Blacksand Capital, Llc CRD 291612 | Honolulu, HI | Private Fund Manager · Small ($100M–$1B) | $506M | 13 | 13 | 7 | 03/31/2026 | ☆ |
| 8095 | Financial & Tax Architects, Llc CRD 119169 | St. Louis, MO | Wealth Manager · Small ($100M–$1B) | $506M | 1,574 | 3,736 | 71 | 06/18/2026 | ☆ |
| 8096 | Bluesphere Advisors Llc CRD 283972 | East Norriton, PA | Wealth Manager · Small ($100M–$1B) | $506M | 482 | 1,280 | 8 | 03/11/2026 | ☆ |
| 8097 | Phd Consulting Llc CRD 304989 | Overland Park, KS | Institutional / Pension Advisor · Small ($100M–$1B) | $506M | 66 | 66 | 5 | 03/25/2026 | ☆ |
| 8098 | Welch Capital Partners Llc CRD 106721 | Harrison, NY | Private Fund Manager · Small ($100M–$1B) | $506M | 42 | 45 | 4 | 04/30/2026 | ☆ |
| 8099 | Stony Point Wealth Management Inc. CRD 210519 | Richmond, VA | Wealth Manager · Small ($100M–$1B) | $506M | 304 | 1,184 | 8 | 03/25/2026 | ☆ |
| 8100 | Eab Investment Group, Llc CRD 165865 | Bala Cynwyd, PA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $506M | 1 | 1 | 4 | 03/05/2026 | ☆ |