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 |
|---|---|---|---|---|---|---|---|---|---|
| 8201 | Bonaventure Capital, Llc CRD 120780 | Birmingham, AL | Multi-Family Office · Small ($100M–$1B) | $494M | 25 | 30 | 3 | 03/30/2026 | ☆ |
| 8202 | N CRD 153763 | Wealth Manager · Small ($100M–$1B) | $494M | 482 | 1,461 | 11 | 03/31/2025 | ☆ | |
| 8203 | N CRD 326885 | Private Fund Manager · Small ($100M–$1B) | $493M | 7 | 7 | 8 | 03/25/2025 | ☆ | |
| 8204 | Allred Capital Management, Llc CRD 297533 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $493M | 353 | 353 | 6 | 03/17/2026 | ☆ |
| 8205 | Sellaronda Global Management Lp CRD 325400 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $493M | 3 | 3 | 6 | 03/30/2026 | ☆ |
| 8206 | Hfm Investment Advisors, Inc. CRD 115799 | Wealth Manager · Small ($100M–$1B) | $493M | 220 | 589 | 2 | 05/27/2026 | ☆ | |
| 8207 | United American Securities, Inc. CRD 21274 | New York, NY | Wealth Manager · Small ($100M–$1B) | $493M | 361 | 363 | 6 | 05/19/2026 | ☆ |
| 8208 | Manteio Capital Llc CRD 311029 | Jersey City, NJ | Private Fund Manager · Small ($100M–$1B) | $493M | 9 | 8 | 34 | 03/17/2026 | ☆ |
| 8209 | Harber Capital Llc CRD 158939 | Asheville, NC | Private Fund Manager · Small ($100M–$1B) | $493M | 3 | 3 | 4 | 03/27/2026 | ☆ |
| 8210 | Symmetry Capital Advisors Llc CRD 122563 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $493M | 72 | 442 | 5 | 03/03/2026 | ☆ |
| 8211 | Basin Oil And Gas Management, Lp CRD 289099 | Fort Worth, TX | Private Fund Manager · Small ($100M–$1B) | $493M | 5 | 5 | 8 | 03/31/2026 | ☆ |
| 8212 | Carr's Hill Capital Partners Management, L.P. CRD 305205 | New Orleans, LA | Private Fund Manager · Small ($100M–$1B) | $493M | 8 | 8 | 10 | 04/29/2026 | ☆ |
| 8213 | True North Management Group, Llc CRD 161042 | Stamford, CT | Private Fund Manager · Small ($100M–$1B) | $493M | 5 | 5 | 9 | 03/16/2026 | ☆ |
| 8214 | Mastodon Advisory Group, Llc CRD 283494 | Endowment & Foundation Advisor · Small ($100M–$1B) | $492M | 3 | 2 | 03/17/2026 | ☆ | ||
| 8215 | Engle Capital Management, L.P. CRD 178525 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $492M | 4 | 4 | 8 | 03/30/2026 | ☆ |
| 8216 | Fusion Capital, Llc CRD 154726 | Mt. Pleasant, SC | Wealth Manager · Small ($100M–$1B) | $492M | 700 | 1,804 | 6 | 03/26/2026 | ☆ |
| 8217 | Hanc Wealth Management, Llc CRD 249789 | Grand Rapids, MI | Wealth Manager · Small ($100M–$1B) | $492M | 349 | 1,061 | 5 | 07/31/2026 | ☆ |
| 8218 | Rpd Fund Management Llc CRD 316867 | Private Fund Manager · Small ($100M–$1B) | $492M | 9 | 9 | 12 | 03/27/2026 | ☆ | |
| 8219 | Chico Wealth Ria, Inc. CRD 162562 | Chico, CA | Wealth Manager · Small ($100M–$1B) | $492M | 266 | 846 | 4 | 03/18/2026 | ☆ |
| 8220 | Brick & Kyle Associates Inc CRD 107771 | Newtown, PA | Wealth Manager · Small ($100M–$1B) | $492M | 427 | 427 | 6 | 04/06/2026 | ☆ |
| 8221 | Tyler Street Capital CRD 340011 | Plymouth, MA | Multi-Family Office · Small ($100M–$1B) | $492M | 13 | 65 | 1 | 06/08/2026 | ☆ |
| 8222 | Atwater Capital, Llc CRD 299075 | Los Angeles, CA | Private Fund Manager · Small ($100M–$1B) | $491M | 13 | 13 | 6 | 03/19/2026 | ☆ |
| 8223 | If Advisors, Llc CRD 309631 | Institutional / Pension Advisor · Small ($100M–$1B) | $491M | 92 | 256 | 4 | 03/31/2026 | ☆ | |
| 8224 | Paces Ferry Wealth Advisors, Llc CRD 300057 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $491M | 219 | 698 | 6 | 03/31/2026 | ☆ |
| 8225 | Permit Capital, Llc CRD 138436 | West Conshohocken, PA | Private Fund Manager · Small ($100M–$1B) | $491M | 3 | 3 | 6 | 03/26/2026 | ☆ |
| 8226 | Victor Capital Partners Management Company, Lp CRD 313929 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $491M | 7 | 7 | 14 | 03/26/2026 | ☆ |
| 8227 | Maryland Capital Advisors, Inc. CRD 134875 | Chester, MD | Wealth Manager · Small ($100M–$1B) | $491M | 190 | 767 | 7 | 03/02/2026 | ☆ |
| 8228 | Whitcomb & Hess, Inc. CRD 121064 | Ashland, OH | Wealth Manager · Small ($100M–$1B) | $491M | 1,368 | 2,800 | 31 | 02/25/2026 | ☆ |
| 8229 | Quantum Advisers, Llc CRD 160267 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $491M | 9 | 9 | 144 | 06/30/2026 | ☆ |
| 8230 | Redstone Advisors Inc CRD 107699 | Wichita, KS | Wealth Manager · Small ($100M–$1B) | $491M | 109 | 139 | 6 | 03/02/2026 | ☆ |
| 8231 | Lifewealth Investments, Llc CRD 332978 | Winter Garden, FL | Insurance-Affiliated · Small ($100M–$1B) | $491M | 544 | 1,531 | 22 | 03/30/2026 | ☆ |
| 8232 | Samalin Investment Counsel, Llc CRD 142214 | Chappaqua, NY | Wealth Manager · Small ($100M–$1B) | $491M | 544 | 1,289 | 13 | 06/26/2026 | ☆ |
| 8233 | Cypress Financial Planning, Llc CRD 151014 | Haddon Heights, NJ | Wealth Manager · Small ($100M–$1B) | $490M | 432 | 1,582 | 7 | 07/21/2026 | ☆ |
| 8234 | Synergy Fund Management Group Limited CRD 168167 | Central | Private Fund Manager · Small ($100M–$1B) | $490M | 10 | 10 | 9 | 03/31/2026 | ☆ |
| 8235 | Cook Pine Capital Llc CRD 134911 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $490M | 5 | 7 | 8 | 03/26/2026 | ☆ |
| 8236 | 10 East Partners Llc CRD 322360 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $490M | 35 | 35 | 21 | 03/31/2026 | ☆ |
| 8237 | Tim Looney Investments, Llc CRD 164413 | Longwood, FL | Wealth Manager · Small ($100M–$1B) | $490M | 505 | 1,255 | 4 | 03/11/2026 | ☆ |
| 8238 | Fourpoints Investment Managers S.A.S CRD 164612 | Paris | Private Fund Manager · Small ($100M–$1B) | $490M | 467 | 467 | 12 | 04/01/2024 | ☆ |
| 8239 | Daher Capital Group, Llc CRD 341516 | Jupiter, FL | Institutional / Pension Advisor · Small ($100M–$1B) | $490M | 23 | 23 | 1 | 05/20/2026 | ☆ |
| 8240 | Hillcrest Credit And Income Fund Ii Manager, Llc CRD 288671 | New York, NY | Investment Adviser · Small ($100M–$1B) | $490M | 3 | 3 | 1 | 07/15/2026 | ☆ |
| 8241 | Montgomery Investment Management Inc CRD 105417 | Rockville, MD | Wealth Manager · Small ($100M–$1B) | $490M | 108 | 108 | 3 | 02/20/2026 | ☆ |
| 8242 | Mns Financial Management, L.L.C. CRD 116604 | Fort Myers, FL | Wealth Manager · Small ($100M–$1B) | $489M | 321 | 955 | 9 | 04/24/2026 | ☆ |
| 8243 | Iron Financial Llc CRD 106682 | Northbrook, IL | Wealth Manager · Small ($100M–$1B) | $489M | 246 | 649 | 10 | 07/01/2026 | ☆ |
| 8244 | Ifrah Financial Services, Inc. CRD 136925 | Little Rock, AR | Wealth Manager · Small ($100M–$1B) | $489M | 598 | 1,432 | 14 | 02/03/2026 | ☆ |
| 8245 | Postrock Partners Llc CRD 328865 | Overland Park, KS | Investment Adviser · Small ($100M–$1B) | $489M | 34 | 77 | 5 | 05/05/2026 | ☆ |
| 8246 | One Degree Advisors, Inc. CRD 170392 | San Diego, CA | Insurance-Affiliated · Small ($100M–$1B) | $489M | 466 | 1,279 | 6 | 05/08/2026 | ☆ |
| 8247 | Wood Tarver Financial Group, Llc CRD 298793 | Boise, ID | Wealth Manager · Small ($100M–$1B) | $489M | 581 | 1,537 | 5 | 04/01/2026 | ☆ |
| 8248 | Westerly Capital Management Llc CRD 140089 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $489M | 3 | 3 | 3 | 03/31/2026 | ☆ |
| 8249 | Wph Gp, Llc CRD 295192 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $489M | 13 | 13 | 11 | 05/13/2026 | ☆ |
| 8250 | Acorn Creek Capital Llc CRD 325809 | Fort Collins, CO | Wealth Manager · Small ($100M–$1B) | $489M | 322 | 2,073 | 5 | 07/06/2026 | ☆ |