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 |
|---|---|---|---|---|---|---|---|---|---|
| 8251 | Gordian Wealth Advisors, Llc CRD 281775 | Mill Valley, CA | Wealth Manager · Small ($100M–$1B) | $489M | 114 | 362 | 7 | 03/19/2026 | ☆ |
| 8252 | Parkview Ltd. CRD 160171 | Zurich | Wealth Manager · Small ($100M–$1B) | $488M | 62 | 62 | 9 | 02/26/2026 | ☆ |
| 8253 | Register Financial Advisors, Llc CRD 143884 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $488M | 433 | 850 | 15 | 07/20/2026 | ☆ |
| 8254 | Bridgefront Capital, Llc CRD 291949 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $488M | 3 | 3 | 7 | 03/27/2026 | ☆ |
| 8255 | Financial Avengers, Inc. CRD 119636 | Oakland, CA | Wealth Manager · Small ($100M–$1B) | $488M | 206 | 787 | 2 | 03/30/2026 | ☆ |
| 8256 | Objectivity Squared, Llc CRD 311052 | Charleston, SC | Wealth Manager · Small ($100M–$1B) | $488M | 181 | 1,003 | 6 | 03/05/2026 | ☆ |
| 8257 | Hixon Zuercher, Llc CRD 123465 | Findlay, OH | Wealth Manager · Small ($100M–$1B) | $488M | 390 | 1,612 | 11 | 04/10/2026 | ☆ |
| 8258 | Hrc Wealth Management, Llc CRD 117212 | Moscow, ID | Wealth Manager · Small ($100M–$1B) | $487M | 878 | 1,845 | 8 | 03/23/2026 | ☆ |
| 8259 | 44 Wealth Management Llc CRD 309647 | Eugene, OR | Insurance-Affiliated · Small ($100M–$1B) | $487M | 237 | 1,176 | 5 | 03/31/2026 | ☆ |
| 8260 | Blt Fund Manager Llc CRD 166743 | Stamford, CT | Private Fund Manager · Small ($100M–$1B) | $487M | 5 | 5 | 7 | 06/10/2026 | ☆ |
| 8261 | Brown, Lisle/Cummings, Inc. CRD 1331 | Providence, RI | Insurance-Affiliated · Small ($100M–$1B) | $487M | 238 | 490 | 13 | 06/26/2026 | ☆ |
| 8262 | Argent Wealth, Llc CRD 311685 | Ridgeland, MS | Insurance-Affiliated · Small ($100M–$1B) | $487M | 470 | 844 | 11 | 03/30/2026 | ☆ |
| 8263 | Abr Capital Partners, Llc CRD 152121 | Baltimore, MD | Private Fund Manager · Small ($100M–$1B) | $487M | 12 | 12 | 26 | 05/12/2026 | ☆ |
| 8264 | Three Magnolias Financial Advisors, Llc CRD 114471 | Winston Salem, NC | Wealth Manager · Small ($100M–$1B) | $487M | 618 | 1,632 | 7 | 03/30/2026 | ☆ |
| 8265 | D.B. Fitzpatrick & Co., Inc. CRD 105671 | Boise, ID | Investment Adviser · Small ($100M–$1B) | $487M | 93 | 106 | 10 | 03/25/2026 | ☆ |
| 8266 | Bell & Brown Wealth Advisors, Llc CRD 175419 | Newport Beach, CA | Wealth Manager · Small ($100M–$1B) | $487M | 505 | 608 | 3 | 02/06/2026 | ☆ |
| 8267 | Rosenblum Silverman Sutton Sf Inc CRD 105774 | San Francisco, CA | Wealth Manager · Small ($100M–$1B) | $487M | 159 | 160 | 5 | 02/20/2026 | ☆ |
| 8268 | Interlock Equity Lp CRD 315618 | Los Angeles, CA | Private Fund Manager · Small ($100M–$1B) | $486M | 3 | 3 | 14 | 03/31/2026 | ☆ |
| 8269 | Ballina Capital, Llc CRD 289598 | Investment Adviser · Small ($100M–$1B) | $486M | 11 | 13 | 6 | 06/08/2026 | ☆ | |
| 8270 | Cornerstone Planning, Llc CRD 166886 | Charlotte, NC | Wealth Manager · Small ($100M–$1B) | $486M | 409 | 1,273 | 13 | 02/10/2026 | ☆ |
| 8271 | The Pines Wealth Management, Llc CRD 326353 | Southern Pines, NC | Wealth Manager · Small ($100M–$1B) | $486M | 262 | 957 | 4 | 07/20/2026 | ☆ |
| 8272 | I Qu & Co. Management, L.P. CRD 301006 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $486M | 14 | 14 | 7 | 03/31/2026 | ☆ |
| 8273 | 1505 Capital Llc CRD 298880 | New York, NY | Investment Adviser · Small ($100M–$1B) | $486M | 8 | 14 | 11 | 03/27/2026 | ☆ |
| 8274 | N CRD 304809 | Private Fund Manager · Small ($100M–$1B) | $486M | 4 | 5 | 5 | 03/27/2025 | ☆ | |
| 8275 | The Cavanaugh Group Inc CRD 105931 | Kiawah Island, SC | Multi-Family Office · Small ($100M–$1B) | $486M | 44 | 46 | 2 | 06/05/2026 | ☆ |
| 8276 | Anthemis Capital Managers Limited CRD 286542 | London | Private Fund Manager · Small ($100M–$1B) | $486M | 8 | 8 | 29 | 03/30/2026 | ☆ |
| 8277 | Armor Advisors, L.L.C. CRD 157238 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $486M | 5 | 5 | 7 | 03/26/2026 | ☆ |
| 8278 | Anthemis Capital Managers (Americas) Llc CRD 323376 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $486M | 7 | 7 | 12 | 03/30/2026 | ☆ |
| 8279 | Peakequity Partners Management Co., L.L.C. CRD 281131 | Villanova, PA | Private Fund Manager · Small ($100M–$1B) | $485M | 3 | 3 | 3 | 03/31/2026 | ☆ |
| 8280 | Nwk Group, Inc. CRD 124186 | San Francisco, CA | Wealth Manager · Small ($100M–$1B) | $485M | 213 | 458 | 6 | 03/23/2026 | ☆ |
| 8281 | Bridger Management Llc CRD 160738 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $485M | 3 | 3 | 8 | 03/27/2026 | ☆ |
| 8282 | The Ambrus Group Llc CRD 316761 | Tampa, FL | Private Fund Manager · Small ($100M–$1B) | $485M | 7 | 6 | 5 | 05/28/2026 | ☆ |
| 8283 | Johnson & White Wealth Management Llc CRD 169795 | York, PA | Wealth Manager · Small ($100M–$1B) | $485M | 480 | 1,323 | 7 | 07/23/2026 | ☆ |
| 8284 | Vantage Point Financial Llc CRD 305016 | Lisle, IL | Wealth Manager · Small ($100M–$1B) | $485M | 566 | 1,683 | 17 | 05/22/2026 | ☆ |
| 8285 | Nine Masts Capital Advisers Llc CRD 322775 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $485M | 1 | 1 | 4 | 04/30/2026 | ☆ |
| 8286 | Xebec Asset Management, Llc CRD 305669 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $484M | 8 | 8 | 29 | 03/30/2026 | ☆ |
| 8287 | Graney & King, Llc CRD 126461 | Latham, NY | Insurance-Affiliated · Small ($100M–$1B) | $484M | 791 | 1,248 | 4 | 03/17/2026 | ☆ |
| 8288 | Mountain Pacific Advisors, Llc CRD 151666 | Bellevue, WA | Institutional / Pension Advisor · Small ($100M–$1B) | $484M | 2 | 4 | 6 | 03/24/2026 | ☆ |
| 8289 | Rail Splitter Capital Management Llc CRD 338394 | Winnetka, IL | Multi-Family Office · Small ($100M–$1B) | $484M | 34 | 108 | 3 | 06/24/2026 | ☆ |
| 8290 | Legacy Financial Independent Advisors Llc CRD 324258 | Louisville, KY | Wealth Manager · Small ($100M–$1B) | $484M | 749 | 2,614 | 8 | 03/30/2026 | ☆ |
| 8291 | Locus Investment Group, Ltd. CRD 297940 | Port Louis | Investment Adviser · Small ($100M–$1B) | $484M | 2 | 2 | 4 | 03/17/2026 | ☆ |
| 8292 | Militia Investments, Llc CRD 331788 | Austin, TX | Mutual Fund / Asset Manager · Small ($100M–$1B) | $484M | 1 | 1 | 4 | 03/18/2026 | ☆ |
| 8293 | Exodus Wealth, Llc CRD 174328 | Fort Lauderdale, FL | Insurance-Affiliated · Small ($100M–$1B) | $484M | 2,249 | 3,055 | 53 | 07/08/2026 | ☆ |
| 8294 | Morton Brown Family Wealth Llc CRD 292278 | Allentown, PA | Insurance-Affiliated · Small ($100M–$1B) | $483M | 272 | 275 | 10 | 05/12/2026 | ☆ |
| 8295 | Paradiem, Llc CRD 158200 | Covington, LA | Wealth Manager · Small ($100M–$1B) | $483M | 140 | 325 | 14 | 06/11/2026 | ☆ |
| 8296 | Altman Advisors, Inc CRD 281778 | Chicago, IL | Insurance-Affiliated · Small ($100M–$1B) | $483M | 184 | 553 | 13 | 07/30/2026 | ☆ |
| 8297 | Usadvisors Wealth Management, Llc CRD 158108 | Eden Prairie, MN | Wealth Manager · Small ($100M–$1B) | $483M | 1,901 | 2,145 | 15 | 02/19/2026 | ☆ |
| 8298 | Global Kandor Advisors, Llc CRD 308452 | Miami, FL | Wealth Manager · Small ($100M–$1B) | $483M | 74 | 255 | 13 | 07/28/2026 | ☆ |
| 8299 | Buttonwood Financial Advisors, Inc. CRD 144926 | Baltimore, MD | Wealth Manager · Small ($100M–$1B) | $483M | 327 | 1,066 | 8 | 03/07/2026 | ☆ |
| 8300 | Joyce Wealth Management, Llc CRD 325221 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $483M | 193 | 949 | 3 | 04/02/2026 | ☆ |