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 |
|---|---|---|---|---|---|---|---|---|---|
| 8301 | Van Strum & Towne Inc CRD 106228 | San Francisco, CA | Wealth Manager · Small ($100M–$1B) | $483M | 101 | 271 | 6 | 03/27/2026 | ☆ |
| 8302 | Astoria Strategic Wealth, Inc. CRD 113510 | Wealth Manager · Small ($100M–$1B) | $483M | 177 | 1,021 | 7 | 07/23/2026 | ☆ | |
| 8303 | Monte Financial Group, Llc CRD 150119 | Guilford, CT | Wealth Manager · Small ($100M–$1B) | $482M | 434 | 438 | 12 | 03/03/2026 | ☆ |
| 8304 | Genesis Private Wealth, Llc CRD 315692 | Ashburn, VA | Insurance-Affiliated · Small ($100M–$1B) | $482M | 308 | 691 | 6 | 07/16/2026 | ☆ |
| 8305 | Physicians Financial Services, Inc. CRD 118519 | Raleigh, NC | Wealth Manager · Small ($100M–$1B) | $482M | 216 | 569 | 6 | 03/30/2026 | ☆ |
| 8306 | Ping Capital Management, Inc. CRD 308358 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $482M | 6 | 6 | 10 | 03/02/2026 | ☆ |
| 8307 | Ss&H Financial Advisors, Inc. CRD 112256 | Troy, MI | Wealth Manager · Small ($100M–$1B) | $482M | 116 | 252 | 2 | 03/02/2026 | ☆ |
| 8308 | Oakstreet Wealth Management, Inc. CRD 288723 | Magnolia, TX | Institutional / Pension Advisor · Small ($100M–$1B) | $482M | 58 | 58 | 2 | 03/30/2026 | ☆ |
| 8309 | Emet Capital Management, Llc CRD 167047 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $482M | 2 | 2 | 10 | 03/27/2026 | ☆ |
| 8310 | Amj Financial Wealth Management Llc CRD 162878 | Leesburg, VA | Wealth Manager · Small ($100M–$1B) | $482M | 470 | 1,862 | 17 | 03/19/2026 | ☆ |
| 8311 | Cross Financial Advisors, Llc CRD 287686 | Portland, OR | Wealth Manager · Small ($100M–$1B) | $482M | 1,873 | 2,907 | 12 | 07/09/2026 | ☆ |
| 8312 | 15 Wealth Advisors Llc CRD 337459 | Mundelein, IL | Wealth Manager · Small ($100M–$1B) | $481M | 687 | 687 | 15 | 08/05/2026 | ☆ |
| 8313 | Ip Financial Advisory Services Llc CRD 305772 | Charlotte, NC | Insurance-Affiliated · Small ($100M–$1B) | $481M | 2,001 | 2,686 | 112 | 06/30/2026 | ☆ |
| 8314 | Tigeroak Management, Llc CRD 330640 | Nashville, TN | Wealth Manager · Small ($100M–$1B) | $481M | 285 | 626 | 5 | 02/20/2026 | ☆ |
| 8315 | Onyxpoint Global Management Lp CRD 288356 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $481M | 5 | 7 | 8 | 03/31/2026 | ☆ |
| 8316 | Pinnacle Peak Private Client Group, Llc CRD 282003 | Scottsdale, AZ | Insurance-Affiliated · Small ($100M–$1B) | $481M | 708 | 1,348 | 6 | 02/27/2026 | ☆ |
| 8317 | Aureon Partners Llc CRD 338348 | New York, NY | Investment Adviser · Small ($100M–$1B) | $481M | 1 | 1 | 7 | 03/11/2026 | ☆ |
| 8318 | Thurston Advisors, Llc CRD 318422 | Vero Beach, FL | Private Fund Manager · Small ($100M–$1B) | $481M | 9 | 9 | 9 | 05/12/2026 | ☆ |
| 8319 | Harbor Advisory Corporation CRD 105151 | Portsmouth, NH | Wealth Manager · Small ($100M–$1B) | $481M | 144 | 395 | 3 | 05/14/2026 | ☆ |
| 8320 | N CRD 309628 | Wealth Manager · Small ($100M–$1B) | $481M | 646 | 1,580 | 7 | 03/28/2025 | ☆ | |
| 8321 | Eaton Cambridge Inc. CRD 116798 | Phoenix, AZ | Wealth Manager · Small ($100M–$1B) | $481M | 311 | 1,075 | 11 | 06/12/2026 | ☆ |
| 8322 | Orange Avenue Advisors Llc CRD 339327 | Orlando, FL | Private Fund Manager · Small ($100M–$1B) | $481M | 1 | 1 | 2 | 05/17/2026 | ☆ |
| 8323 | Courage Miller Partners, Llc CRD 147360 | Norfolk, VA | Wealth Manager · Small ($100M–$1B) | $481M | 228 | 840 | 4 | 03/30/2026 | ☆ |
| 8324 | Lion Point Capital, Lp CRD 174322 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $481M | 8 | 8 | 7 | 04/30/2026 | ☆ |
| 8325 | Nine Ten Capital Management, Llc CRD 171420 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $481M | 1 | 1 | 4 | 03/27/2026 | ☆ |
| 8326 | Contrary Llc CRD 311054 | Private Fund Manager · Small ($100M–$1B) | $481M | 11 | 11 | 12 | 07/08/2026 | ☆ | |
| 8327 | 10 Th Mountain, Llc CRD 285804 | Endowment & Foundation Advisor · Small ($100M–$1B) | $480M | 5 | 14 | 2 | 03/25/2026 | ☆ | |
| 8328 | Trellis Wealth Advisors, Llc CRD 154861 | San Luis Obispo, CA | Wealth Manager · Small ($100M–$1B) | $480M | 128 | 494 | 4 | 03/13/2026 | ☆ |
| 8329 | Af Advisors, Inc. CRD 149683 | Sacramento, CA | Multi-Family Office · Small ($100M–$1B) | $480M | 43 | 102 | 2 | 03/16/2026 | ☆ |
| 8330 | Townsend Asset Management Corp. CRD 108216 | Raleigh, NC | Wealth Manager · Small ($100M–$1B) | $480M | 404 | 1,130 | 7 | 02/27/2026 | ☆ |
| 8331 | Asset Advisory Group, Inc. CRD 106618 | Kinnelon, NJ | Wealth Manager · Small ($100M–$1B) | $480M | 171 | 633 | 5 | 02/27/2026 | ☆ |
| 8332 | Match Grade Advisors, Llc CRD 299181 | Greenville, SC | Institutional / Pension Advisor · Small ($100M–$1B) | $479M | 372 | 372 | 8 | 03/24/2026 | ☆ |
| 8333 | Positive Selection Investment Management, Llc CRD 331469 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $479M | 1 | 1 | 4 | 03/26/2026 | ☆ |
| 8334 | Priority Senior Secured Income Management, Llc CRD 165500 | West Palm Beach, FL | Mutual Fund / Asset Manager · Small ($100M–$1B) | $479M | 1 | 1 | 661 | 03/25/2026 | ☆ |
| 8335 | Keener Financial Planning, Llc CRD 147615 | Keller, TX | Wealth Manager · Small ($100M–$1B) | $479M | 197 | 767 | 12 | 07/20/2026 | ☆ |
| 8336 | Meredith Wealth Planning Llc CRD 300019 | Maryville, IL | Wealth Manager · Small ($100M–$1B) | $479M | 221 | 914 | 2 | 01/29/2026 | ☆ |
| 8337 | N CRD 320791 | Wealth Manager · Small ($100M–$1B) | $479M | 724 | 2,181 | 8 | 03/20/2026 | ☆ | |
| 8338 | Sound Point Meridian Management Company Llc CRD 329887 | New York, NY | Mutual Fund / Asset Manager · Small ($100M–$1B) | $478M | 1 | 1 | 9 | 03/31/2026 | ☆ |
| 8339 | Idb Lido Wealth, Llc CRD 322488 | New York, NY | Wealth Manager · Small ($100M–$1B) | $478M | 209 | 329 | 14 | 07/27/2026 | ☆ |
| 8340 | Great Oak Capital Partners, Llc CRD 281045 | South Easton, MA | Insurance-Affiliated · Small ($100M–$1B) | $478M | 591 | 1,871 | 7 | 04/09/2026 | ☆ |
| 8341 | Elmwood Wealth Management, Inc. CRD 165639 | Berkeley, CA | Wealth Manager · Small ($100M–$1B) | $478M | 210 | 676 | 6 | 05/14/2026 | ☆ |
| 8342 | Cannon Tingey Investment Advisors Inc CRD 107539 | Salt Lake City, UT | Wealth Manager · Small ($100M–$1B) | $478M | 395 | 395 | 6 | 03/06/2026 | ☆ |
| 8343 | Barnes Wealth Management Group, Inc. CRD 132189 | Bakersfield, CA | Wealth Manager · Small ($100M–$1B) | $477M | 897 | 1,470 | 12 | 03/17/2026 | ☆ |
| 8344 | Midatlantic Capital Management, Inc. CRD 116524 | Richmond, VA | Institutional / Pension Advisor · Small ($100M–$1B) | $477M | 172 | 323 | 2 | 02/03/2026 | ☆ |
| 8345 | Jw Asset Management, Llc CRD 160805 | Private Fund Manager · Small ($100M–$1B) | $477M | 4 | 4 | 6 | 03/20/2026 | ☆ | |
| 8346 | Broad Sky Partners Llc CRD 317966 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $477M | 6 | 6 | 12 | 03/31/2026 | ☆ |
| 8347 | Sfw Capital Partners, L.P. CRD 160561 | Rye, NY | Private Fund Manager · Small ($100M–$1B) | $477M | 9 | 9 | 6 | 07/20/2026 | ☆ |
| 8348 | Rfg Holdings Inc. CRD 173862 | Argyle, TX | Wealth Manager · Small ($100M–$1B) | $477M | 446 | 1,345 | 9 | 05/11/2026 | ☆ |
| 8349 | Mbm Wealth Consultants, Llc CRD 169091 | Chesterfield, MO | Wealth Manager · Small ($100M–$1B) | $477M | 642 | 1,624 | 15 | 05/27/2026 | ☆ |
| 8350 | Andra Capital Llc CRD 314080 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $477M | 1 | 1 | 5 | 07/30/2026 | ☆ |