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 |
|---|---|---|---|---|---|---|---|---|---|
| 8151 | Greenstone Partners, Llc CRD 136566 | Larkspur, CA | Private Fund Manager · Small ($100M–$1B) | $499M | 1 | 1 | 5 | 06/12/2026 | ☆ |
| 8152 | Elevated Capital Advisors, Llc CRD 226721 | Draper, UT | Insurance-Affiliated · Small ($100M–$1B) | $499M | 1,007 | 2,428 | 30 | 03/17/2026 | ☆ |
| 8153 | Evt Financial Advisors Ag CRD 155268 | Zurich | Wealth Manager · Small ($100M–$1B) | $499M | 124 | 124 | 4 | 05/18/2026 | ☆ |
| 8154 | Presidio Capital Management, Llc CRD 304501 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $499M | 351 | 1,080 | 14 | 03/03/2026 | ☆ |
| 8155 | Act Advisors, Llc CRD 173120 | Asheville, NC | Wealth Manager · Small ($100M–$1B) | $499M | 428 | 1,089 | 10 | 03/30/2026 | ☆ |
| 8156 | Scientech Research Llc CRD 310615 | Jersey City, NJ | Private Fund Manager · Small ($100M–$1B) | $499M | 4 | 4 | 25 | 03/30/2026 | ☆ |
| 8157 | Clark Financial Services Group Inc CRD 110650 | Chesterfield, MO | Insurance-Affiliated · Small ($100M–$1B) | $499M | 431 | 1,896 | 6 | 07/31/2026 | ☆ |
| 8158 | Kahn Brothers Advisors Llc CRD 144368 | New York, NY | Wealth Manager · Small ($100M–$1B) | $499M | 347 | 351 | 6 | 03/31/2026 | ☆ |
| 8159 | Blue Opal Capital, Llc CRD 315680 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $499M | 39 | 39 | 4 | 04/30/2026 | ☆ |
| 8160 | Outrunner Capital, Llc CRD 331377 | Austin, TX | Wealth Manager · Small ($100M–$1B) | $498M | 35 | 163 | 4 | 06/02/2026 | ☆ |
| 8161 | Hastings Equity Partners, Llc CRD 167499 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $498M | 6 | 6 | 13 | 03/30/2026 | ☆ |
| 8162 | Jackson Financial Services, Llc CRD 132252 | Mt. Pleasant, SC | Wealth Manager · Small ($100M–$1B) | $498M | 557 | 958 | 3 | 03/30/2026 | ☆ |
| 8163 | Ruedi Wealth Management, Inc. CRD 173262 | Champaign, IL | Wealth Manager · Small ($100M–$1B) | $498M | 469 | 1,249 | 5 | 04/02/2026 | ☆ |
| 8164 | Pitzl Financial, Llc CRD 171441 | Arden Hills, MN | Wealth Manager · Small ($100M–$1B) | $498M | 394 | 1,892 | 8 | 02/09/2026 | ☆ |
| 8165 | Xcel Wealth Management, Llc CRD 158863 | Holly Hill, FL | Wealth Manager · Small ($100M–$1B) | $498M | 334 | 844 | 4 | 02/19/2026 | ☆ |
| 8166 | Socorro Asset Management, L.P. CRD 304401 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $498M | 8 | 8 | 6 | 03/27/2026 | ☆ |
| 8167 | William Madison Advisors, Inc. CRD 294782 | Abilene, TX | Wealth Manager · Small ($100M–$1B) | $498M | 505 | 1,658 | 8 | 03/31/2026 | ☆ |
| 8168 | Schmidt Financial Management, Inc. CRD 328247 | Kirkland, WA | Wealth Manager · Small ($100M–$1B) | $498M | 140 | 827 | 7 | 03/27/2026 | ☆ |
| 8169 | Legeis Capital Advisors, Llc CRD 332943 | Great Neck, NY | Private Fund Manager · Small ($100M–$1B) | $497M | 3 | 3 | 1 | 04/07/2026 | ☆ |
| 8170 | Verdis Investment Management, Llc CRD 134445 | West Conshohocken, PA | Private Fund Manager · Small ($100M–$1B) | $497M | 10 | 10 | 11 | 04/07/2026 | ☆ |
| 8171 | The Milwealth Group, Llc CRD 108931 | Milwaukee, WI | Wealth Manager · Small ($100M–$1B) | $497M | 236 | 822 | 8 | 03/25/2026 | ☆ |
| 8172 | Rr Advisors, Llc CRD 130609 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $497M | 10 | 10 | 8 | 03/20/2026 | ☆ |
| 8173 | Riposte Capital Llc CRD 322217 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $497M | 5 | 5 | 9 | 08/05/2026 | ☆ |
| 8174 | Sa Wealth Management Llc CRD 335680 | Huntington, NY | Wealth Manager · Small ($100M–$1B) | $496M | 267 | 664 | 3 | 02/09/2026 | ☆ |
| 8175 | Peavine Capital, Llc CRD 159922 | Investment Adviser · Small ($100M–$1B) | $496M | 11 | 20 | 2 | 01/20/2026 | ☆ | |
| 8176 | Alexander Investment Services Co. CRD 1037 | Louisville, KY | Insurance-Affiliated · Small ($100M–$1B) | $496M | 1,250 | 1,250 | 12 | 03/30/2026 | ☆ |
| 8177 | Powerlaw Fund Adviser, Llc CRD 338152 | San Francisco, CA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $496M | 1 | 1 | 14 | 04/30/2026 | ☆ |
| 8178 | White Oaks Investment Management, Inc CRD 170016 | Sarasota, FL | Private Fund Manager · Small ($100M–$1B) | $496M | 10 | 11 | 2 | 05/27/2026 | ☆ |
| 8179 | Rench Wealth Management, Inc. CRD 159983 | Denton, TX | Wealth Manager · Small ($100M–$1B) | $496M | 279 | 280 | 5 | 03/30/2026 | ☆ |
| 8180 | Structural Capital Management Company Ii, Lp CRD 284310 | Menlo Park, CA | Private Fund Manager · Small ($100M–$1B) | $496M | 17 | 17 | 11 | 04/24/2026 | ☆ |
| 8181 | Monarch Capital Management Inc CRD 106244 | Fort Wayne, IN | Wealth Manager · Small ($100M–$1B) | $496M | 194 | 373 | 8 | 07/29/2026 | ☆ |
| 8182 | Klosters Capital Llc CRD 285582 | Miami, FL | Investment Adviser · Small ($100M–$1B) | $496M | 49 | 81 | 7 | 03/19/2026 | ☆ |
| 8183 | Piedmont Capital Management, Llc CRD 155682 | Greenboro, NC | Wealth Manager · Small ($100M–$1B) | $496M | 96 | 223 | 24 | 03/19/2026 | ☆ |
| 8184 | N CRD 331908 | Private Fund Manager · Small ($100M–$1B) | $496M | 2 | 2 | 4 | 03/19/2026 | ☆ | |
| 8185 | Cherrydale Wealth Management, Llc CRD 171541 | Montclair, NJ | Wealth Manager · Small ($100M–$1B) | $495M | 76 | 314 | 3 | 06/02/2026 | ☆ |
| 8186 | Mccay Wealth Advisory Llc CRD 286503 | Manchester, TN | Wealth Manager · Small ($100M–$1B) | $495M | 876 | 880 | 10 | 02/26/2026 | ☆ |
| 8187 | Semmax Financial Advisors, Inc. CRD 144978 | Winston Salem, NC | Insurance-Affiliated · Small ($100M–$1B) | $495M | 826 | 2,240 | 18 | 03/24/2026 | ☆ |
| 8188 | Med Venture Management, Llc CRD 335443 | Salt Lake City, UT | Private Fund Manager · Small ($100M–$1B) | $495M | 1 | 4 | 8 | 04/01/2026 | ☆ |
| 8189 | Great Range Capital, Llc CRD 164294 | Mission Woods, KS | Private Fund Manager · Small ($100M–$1B) | $495M | 3 | 3 | 17 | 03/30/2026 | ☆ |
| 8190 | Portfolio Advisory Council, L.L.C. CRD 107465 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $495M | 567 | 971 | 9 | 03/11/2026 | ☆ |
| 8191 | Infanger Investment Technology, Llc CRD 112328 | Mountain View, CA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $495M | 1 | 25 | 2 | 03/31/2026 | ☆ |
| 8192 | Greystone Financial Group, Llc CRD 306595 | Bloomfield Hills, MI | Wealth Manager · Small ($100M–$1B) | $495M | 582 | 1,264 | 8 | 03/31/2026 | ☆ |
| 8193 | Jdh Wealth Management, Llc CRD 112474 | Santa Rosa, CA | Insurance-Affiliated · Small ($100M–$1B) | $495M | 136 | 392 | 2 | 04/14/2026 | ☆ |
| 8194 | Sterling Wealth Management, Inc. CRD 131304 | Champaign, IL | Wealth Manager · Small ($100M–$1B) | $495M | 240 | 737 | 7 | 03/26/2026 | ☆ |
| 8195 | Pacific Ridge Capital Partners, Llc CRD 152154 | Lake Oswego, OR | Investment Adviser · Small ($100M–$1B) | $495M | 50 | 55 | 10 | 04/07/2026 | ☆ |
| 8196 | Lincolnshire Management, Inc. CRD 157144 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $494M | 9 | 9 | 23 | 03/27/2026 | ☆ |
| 8197 | The Connor Group Fund Manager, Llc CRD 342266 | Miamisburg, OH | Private Fund Manager · Small ($100M–$1B) | $494M | 10 | 10 | 6 | 04/24/2026 | ☆ |
| 8198 | Balanced Wealth Group Llc CRD 328007 | Westlake, OH | Wealth Manager · Small ($100M–$1B) | $494M | 498 | 1,588 | 12 | 07/31/2026 | ☆ |
| 8199 | True Wealth Design, Llc CRD 143194 | Akron, OH | Insurance-Affiliated · Small ($100M–$1B) | $494M | 366 | 1,295 | 12 | 07/30/2026 | ☆ |
| 8200 | Busey Capital Management, Inc. CRD 128044 | Urbana, IL | Endowment & Foundation Advisor · Small ($100M–$1B) | $494M | 384 | 512 | 22 | 03/12/2026 | ☆ |