Investment advisers
45,036 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 |
|---|---|---|---|---|---|---|---|---|---|
| 8601 | Rba Wealth Management, Llc CRD 291029 | Newport Beach, CA | Wealth Manager · Small ($100M–$1B) | $452M | 426 | 1,170 | 7 | 03/04/2026 | ☆ |
| 8602 | Blackhawk Capital Partners, Llc CRD 158020 | Thiensville, WI | Insurance-Affiliated · Small ($100M–$1B) | $452M | 342 | 836 | 6 | 09/22/2026 | ☆ |
| 8603 | Virtera Partners Llc CRD 308187 | Pepper Pike, OH | Private Fund Manager · Small ($100M–$1B) | $452M | 22 | 76 | 5 | 03/30/2026 | ☆ |
| 8604 | Holcombe Financial, Inc. CRD 142238 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $452M | 187 | 722 | 5 | 06/15/2026 | ☆ |
| 8605 | Primark Advisors, Llc CRD 309653 | Denver, CO | Mutual Fund / Asset Manager · Small ($100M–$1B) | $451M | 1 | 1 | 12 | 08/07/2026 | ☆ |
| 8606 | Horizon Advisors, Llc CRD 114102 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $451M | 199 | 869 | 4 | 09/09/2026 | ☆ |
| 8607 | Edge Focus Capital Management, Llc CRD 309884 | New York, NY | Investment Adviser · Small ($100M–$1B) | $451M | 5 | 5 | 22 | 09/01/2026 | ☆ |
| 8608 | Private Wealth Advisors, Llc CRD 141971 | Fresno, CA | Wealth Manager · Small ($100M–$1B) | $451M | 898 | 1,102 | 6 | 03/20/2026 | ☆ |
| 8609 | Wealthspan Partners, Llc CRD 297712 | Davenport, IA | Wealth Manager · Small ($100M–$1B) | $451M | 526 | 1,610 | 6 | 03/03/2026 | ☆ |
| 8610 | Juniper Investment Company, Llc CRD 170814 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $451M | 6 | 6 | 9 | 03/30/2026 | ☆ |
| 8611 | Kinetic Investment Management, Inc. CRD 283034 | Los Angeles, CA | Wealth Manager · Small ($100M–$1B) | $451M | 1,460 | 3,326 | 40 | 09/16/2026 | ☆ |
| 8612 | Ifc Personal Money Managers, Inc. CRD 126344 | New York, NY | Wealth Manager · Small ($100M–$1B) | $451M | 90 | 515 | 4 | 04/09/2026 | ☆ |
| 8613 | Enzi Wealth, Llc CRD 315457 | Austin, TX | Wealth Manager · Small ($100M–$1B) | $451M | 224 | 866 | 7 | 03/29/2026 | ☆ |
| 8614 | Havencrest Capital Management, Llc CRD 287944 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $451M | 2 | 2 | 14 | 05/15/2026 | ☆ |
| 8615 | Stonecourt Capital Lp CRD 286234 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $451M | 5 | 5 | 9 | 03/31/2026 | ☆ |
| 8616 | M1 Capital Management CRD 158269 | Troy, MI | Wealth Manager · Small ($100M–$1B) | $450M | 403 | 1,020 | 12 | 03/23/2026 | ☆ |
| 8617 | Nolan Management Llc CRD 312637 | Hermosa Beach, CA | Private Fund Manager · Small ($100M–$1B) | $450M | 3 | 3 | 8 | 05/11/2026 | ☆ |
| 8618 | Timonier Family Office, Ltd. CRD 150748 | Winston Salem, NC | Multi-Family Office · Small ($100M–$1B) | $450M | 198 | 707 | 8 | 02/10/2026 | ☆ |
| 8619 | Global Trust Asset Management, Llc CRD 143120 | Palm Beach Gardens, FL | Wealth Manager · Small ($100M–$1B) | $450M | 276 | 799 | 12 | 07/15/2026 | ☆ |
| 8620 | Waterequity Llc CRD 281955 | Kansas City, MO | Private Fund Manager · Small ($100M–$1B) | $450M | 6 | 6 | 44 | 07/08/2026 | ☆ |
| 8621 | Perry Capital Partners Llc CRD 312808 | Investment Adviser · Small ($100M–$1B) | $450M | 50 | 50 | 1 | 07/02/2026 | ☆ | |
| 8622 | Mitchell & Pahl Private Wealth, Llc CRD 307625 | Oklahoma City, OK | Wealth Manager · Small ($100M–$1B) | $450M | 225 | 920 | 4 | 02/03/2026 | ☆ |
| 8623 | Capital Square, Llc CRD 286098 | Athens, TN | Insurance-Affiliated · Small ($100M–$1B) | $450M | 715 | 785 | 11 | 08/15/2026 | ☆ |
| 8624 | Hazard & Siegel Advisory Services Llc CRD 151462 | Dewitt, NY | Institutional / Pension Advisor · Small ($100M–$1B) | $450M | 150 | 293 | 24 | 03/31/2026 | ☆ |
| 8625 | Guidance Capital, Inc. CRD 323541 | Louisville, KY | Wealth Manager · Small ($100M–$1B) | $450M | 759 | 2,048 | 10 | 04/23/2026 | ☆ |
| 8626 | Mustard Seed Financial, Llc CRD 117737 | Magnolia, AR | Wealth Manager · Small ($100M–$1B) | $449M | 734 | 1,621 | 10 | 03/04/2026 | ☆ |
| 8627 | Quaker Wealth Management Llc CRD 284546 | Moorestown, NJ | Wealth Manager · Small ($100M–$1B) | $449M | 455 | 1,295 | 7 | 03/10/2026 | ☆ |
| 8628 | Silverleafe Capital Partners, Llc CRD 133174 | Germantown, TN | Wealth Manager · Small ($100M–$1B) | $449M | 179 | 683 | 7 | 03/10/2026 | ☆ |
| 8629 | Moneywise Inc CRD 105103 | Forest, VA | Wealth Manager · Small ($100M–$1B) | $449M | 462 | 1,802 | 10 | 02/06/2026 | ☆ |
| 8630 | Avant Management Llc CRD 330991 | Denver, CO | Private Fund Manager · Small ($100M–$1B) | $449M | 7 | 7 | 8 | 04/16/2026 | ☆ |
| 8631 | Nikulski Financial, Inc. CRD 151569 | Bettendorf, IA | Wealth Manager · Small ($100M–$1B) | $449M | 475 | 475 | 10 | 03/17/2026 | ☆ |
| 8632 | Square Circle Ia Lp CRD 312718 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $449M | 2 | 2 | 3 | 03/27/2026 | ☆ |
| 8633 | Westbourne Investment Advisors Inc. CRD 144571 | Annapolis, MD | Wealth Manager · Small ($100M–$1B) | $449M | 203 | 448 | 6 | 03/03/2026 | ☆ |
| 8634 | Main Line Retirement Advisors, Llc CRD 284780 | Whitefish, MT | Wealth Manager · Small ($100M–$1B) | $449M | 181 | 679 | 3 | 03/23/2026 | ☆ |
| 8635 | N CRD 307764 | Wealth Manager · Small ($100M–$1B) | $449M | 237,362 | 237,362 | 53 | 01/09/2026 | ☆ | |
| 8636 | Darby International Capital Llc CRD 310826 | Private Fund Manager · Small ($100M–$1B) | $448M | 5 | 5 | 9 | 07/20/2026 | ☆ | |
| 8637 | Osprey Private Wealth Llc CRD 331295 | New York, NY | Wealth Manager · Small ($100M–$1B) | $448M | 58 | 124 | 6 | 06/23/2026 | ☆ |
| 8638 | Harbour Group Industries, Inc. CRD 160634 | St. Louis, MO | Private Fund Manager · Small ($100M–$1B) | $448M | 4 | 4 | 25 | 03/27/2026 | ☆ |
| 8639 | Merit Capital Partners Vi, Llc CRD 341399 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $448M | 3 | 3 | 19 | 07/31/2026 | ☆ |
| 8640 | Adkins Seale Capital Management Llc CRD 166749 | Shreveport, LA | Wealth Manager · Small ($100M–$1B) | $448M | 140 | 480 | 3 | 02/22/2026 | ☆ |
| 8641 | Your Advocates, Ltd., Llp CRD 138612 | Houston, TX | Insurance-Affiliated · Small ($100M–$1B) | $448M | 193 | 1,101 | 6 | 03/23/2026 | ☆ |
| 8642 | Cadence Wealth Management Llc CRD 155080 | Westborough, MA | Wealth Manager · Small ($100M–$1B) | $448M | 696 | 3,272 | 7 | 03/17/2026 | ☆ |
| 8643 | Hardin Capital Partners, Llc CRD 153023 | Greenville, SC | Wealth Manager · Small ($100M–$1B) | $448M | 520 | 1,330 | 3 | 07/22/2026 | ☆ |
| 8644 | Kerrisdale Advisers, Llc CRD 160804 | Miami Beach, FL | Private Fund Manager · Small ($100M–$1B) | $448M | 6 | 6 | 4 | 03/31/2026 | ☆ |
| 8645 | Ade, Llc CRD 168345 | Baltimore, MD | Wealth Manager · Small ($100M–$1B) | $448M | 294 | 957 | 9 | 06/25/2026 | ☆ |
| 8646 | Petra Financial Advisors Inc CRD 107196 | Colorado Springs, CO | Wealth Manager · Small ($100M–$1B) | $447M | 378 | 1,171 | 15 | 03/02/2026 | ☆ |
| 8647 | Flagship Private Wealth, Llc CRD 175277 | Woburn, MA | Insurance-Affiliated · Small ($100M–$1B) | $447M | 601 | 1,050 | 4 | 08/25/2026 | ☆ |
| 8648 | Stephenson And Company, Inc. CRD 111453 | San Clemente, CA | Wealth Manager · Small ($100M–$1B) | $447M | 265 | 656 | 5 | 03/17/2026 | ☆ |
| 8649 | Leslie Global Wealth, Llc CRD 128202 | Itasca, IL | Wealth Manager · Small ($100M–$1B) | $447M | 385 | 1,007 | 6 | 03/24/2026 | ☆ |
| 8650 | N CRD 111509 | Wealth Manager · Small ($100M–$1B) | $447M | 358 | 889 | 7 | 03/26/2025 | ☆ |