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 |
|---|---|---|---|---|---|---|---|---|---|
| 8651 | United Advisors America Corporation CRD 147350 | Prosper, TX | Wealth Manager · Small ($100M–$1B) | $447M | 2,809 | 2,809 | 28 | 08/13/2026 | ☆ |
| 8652 | Mainstreet Ria Llc CRD 309150 | O'fallon, MO | Institutional / Pension Advisor · Small ($100M–$1B) | $446M | 132 | 206 | 3 | 02/12/2026 | ☆ |
| 8653 | Wealth Navigation, Llc CRD 140612 | Centerville, UT | Insurance-Affiliated · Small ($100M–$1B) | $446M | 932 | 2,533 | 12 | 03/30/2026 | ☆ |
| 8654 | L. K. Benson & Company, P.C. CRD 107908 | Timonium, MD | Wealth Manager · Small ($100M–$1B) | $446M | 103 | 467 | 9 | 07/30/2026 | ☆ |
| 8655 | Bracco Asset Management, Lp CRD 326536 | Purchase, NY | Private Fund Manager · Small ($100M–$1B) | $446M | 4 | 4 | 7 | 03/26/2026 | ☆ |
| 8656 | Drc Investment Advisors, Llc CRD 332680 | Santa Monica, CA | Investment Adviser · Small ($100M–$1B) | $446M | 6 | 6 | 4 | 07/08/2026 | ☆ |
| 8657 | Peak Wealth Management, Llc CRD 166944 | Plymouth, MI | Wealth Manager · Small ($100M–$1B) | $446M | 643 | 2,274 | 3 | 03/26/2026 | ☆ |
| 8658 | Roberts Wealth Advisors, Llc CRD 308827 | Menlo Park, CA | Wealth Manager · Small ($100M–$1B) | $446M | 150 | 450 | 6 | 03/17/2026 | ☆ |
| 8659 | Beaton Management Co Inc CRD 104728 | Haverhill, MA | Wealth Manager · Small ($100M–$1B) | $446M | 153 | 156 | 3 | 03/31/2026 | ☆ |
| 8660 | Brigham Royalties Management, Llc CRD 333329 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $446M | 2 | 2 | 14 | 08/28/2026 | ☆ |
| 8661 | N CRD 131423 | Wealth Manager · Small ($100M–$1B) | $446M | 376 | 1,205 | 6 | 06/06/2025 | ☆ | |
| 8662 | Arcadia Wealth Management, Llc CRD 284925 | Manchester, NH | Wealth Manager · Small ($100M–$1B) | $446M | 669 | 2,014 | 20 | 08/10/2026 | ☆ |
| 8663 | Mindset Wealth Management, Llc CRD 330384 | Indianapolis, IN | Wealth Manager · Small ($100M–$1B) | $445M | 277 | 276 | 4 | 09/10/2026 | ☆ |
| 8664 | Maxim Financial Advisors Llc CRD 139366 | New York, NY | Wealth Manager · Small ($100M–$1B) | $445M | 775 | 775 | 35 | 03/20/2026 | ☆ |
| 8665 | Newton One Investments Llc CRD 147048 | Newark, DE | Wealth Manager · Small ($100M–$1B) | $445M | 214 | 474 | 7 | 03/23/2026 | ☆ |
| 8666 | 4 X4 Capital, Llc CRD 316647 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $445M | 4 | 4 | 9 | 03/24/2026 | ☆ |
| 8667 | Spectrum Wealth Advisory Group, Llc CRD 298632 | Granite Bay, CA | Wealth Manager · Small ($100M–$1B) | $445M | 670 | 1,520 | 5 | 03/10/2026 | ☆ |
| 8668 | Cwc Advisors, Llc CRD 127739 | Lake Oswego, OR | Endowment & Foundation Advisor · Small ($100M–$1B) | $445M | 232 | 1,189 | 9 | 04/14/2026 | ☆ |
| 8669 | Beaconlight Capital, Llc CRD 158390 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $445M | 5 | 5 | 12 | 03/30/2026 | ☆ |
| 8670 | Ssb&T Wealth Management, Llc CRD 328102 | Fredericksburg, TX | Investment Adviser · Small ($100M–$1B) | $445M | 168 | 168 | 6 | 02/23/2026 | ☆ |
| 8671 | Lefavi Wealth Management, Inc. CRD 104961 | Salt Lake City, UT | Wealth Manager · Small ($100M–$1B) | $445M | 576 | 576 | 5 | 03/25/2026 | ☆ |
| 8672 | Robinson Smith Wealth Advisors, Llc CRD 123098 | South Portland, ME | Wealth Manager · Small ($100M–$1B) | $445M | 232 | 903 | 8 | 08/17/2026 | ☆ |
| 8673 | Kenter Canyon Capital, Llc CRD 150624 | Private Fund Manager · Small ($100M–$1B) | $445M | 12 | 12 | 1 | 03/31/2026 | ☆ | |
| 8674 | Holistic Financial Partners, Llc CRD 170913 | Indianapolis, IN | Wealth Manager · Small ($100M–$1B) | $445M | 862 | 862 | 6 | 03/13/2026 | ☆ |
| 8675 | Flower City Capital Llc CRD 281503 | Pittsford, NY | Wealth Manager · Small ($100M–$1B) | $445M | 230 | 957 | 9 | 07/20/2026 | ☆ |
| 8676 | Westriver Management, Llc CRD 161921 | Seattle, WA | Private Fund Manager · Small ($100M–$1B) | $444M | 27 | 27 | 14 | 03/26/2026 | ☆ |
| 8677 | Balis Enterprises Llc CRD 315130 | Investment Adviser · Small ($100M–$1B) | $444M | 3 | 1,338 | 8 | 06/04/2026 | ☆ | |
| 8678 | Cm Investment Partners Llc CRD 168941 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $444M | 5 | 5 | 14 | 07/13/2026 | ☆ |
| 8679 | Carlisle Tax Credits Llc CRD 151461 | Private Fund Manager · Small ($100M–$1B) | $444M | 6 | 4 | 8 | 03/31/2026 | ☆ | |
| 8680 | Sage Residential Management Llc CRD 315039 | Morristown, NJ | Private Fund Manager · Small ($100M–$1B) | $444M | 3 | 3 | 12 | 09/09/2026 | ☆ |
| 8681 | Credit Capital Investments, Llc CRD 160537 | Livingston, NJ | Private Fund Manager · Small ($100M–$1B) | $444M | 23 | 23 | 7 | 08/13/2026 | ☆ |
| 8682 | Hamilton Capital Partners, Llc CRD 314344 | Atlanta, GA | Insurance-Affiliated · Small ($100M–$1B) | $444M | 218 | 218 | 5 | 04/13/2026 | ☆ |
| 8683 | King River Capital Management Pty Ltd CRD 317361 | Surry Hills, New South Wales | Private Fund Manager · Small ($100M–$1B) | $444M | 19 | 19 | 20 | 03/18/2026 | ☆ |
| 8684 | Sumitomo Mitsui Ds Asset Management (Singapore) Pte. Ltd. CRD 309255 | Singapore | Private Fund Manager · Small ($100M–$1B) | $444M | 1 | 1 | 18 | 03/30/2026 | ☆ |
| 8685 | O'boyle Wealth Management, Inc. CRD 292849 | Beverly Hills, CA | Wealth Manager · Small ($100M–$1B) | $444M | 410 | 1,590 | 5 | 03/30/2026 | ☆ |
| 8686 | Carolina Qualified Retirement Plan Advisers, Llc CRD 171534 | Institutional / Pension Advisor · Small ($100M–$1B) | $444M | 45 | 52 | 1 | 02/11/2026 | ☆ | |
| 8687 | Social Leverage Advisors, Llc CRD 292690 | Scottsdale, AZ | Private Fund Manager · Small ($100M–$1B) | $444M | 11 | 11 | 7 | 03/17/2026 | ☆ |
| 8688 | Pavion Blue Capital, Llc CRD 301968 | Newport Beach, CA | Wealth Manager · Small ($100M–$1B) | $444M | 172 | 521 | 4 | 03/24/2026 | ☆ |
| 8689 | Lumbard & Kellner, Llc CRD 117196 | Hollis, NH | Wealth Manager · Small ($100M–$1B) | $444M | 321 | 321 | 4 | 03/16/2026 | ☆ |
| 8690 | Stone Summit Wealth Llc CRD 315438 | Wealth Manager · Small ($100M–$1B) | $444M | 231 | 231 | 3 | 01/14/2026 | ☆ | |
| 8691 | Mcdonald Financial Services, Llc CRD 282899 | Montgomery, AL | Wealth Manager · Small ($100M–$1B) | $444M | 721 | 1,022 | 8 | 03/31/2026 | ☆ |
| 8692 | Cross Staff Investments Inc. CRD 165984 | Pittsford, NY | Insurance-Affiliated · Small ($100M–$1B) | $443M | 434 | 855 | 4 | 05/07/2026 | ☆ |
| 8693 | Hedgeye Asset Management, Llc CRD 336185 | Stamford, CT | Mutual Fund / Asset Manager · Small ($100M–$1B) | $443M | 6 | 6 | 10 | 02/06/2026 | ☆ |
| 8694 | Bright Road Wealth Management, Llc CRD 164408 | Anchorage, AK | Wealth Manager · Small ($100M–$1B) | $443M | 622 | 2,182 | 13 | 03/05/2026 | ☆ |
| 8695 | Financial Freedom, Llc CRD 118772 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $443M | 114 | 783 | 4 | 03/13/2026 | ☆ |
| 8696 | Members Advisory Group, Llc CRD 153723 | Williamsville, NY | Insurance-Affiliated · Small ($100M–$1B) | $443M | 906 | 1,439 | 7 | 09/17/2026 | ☆ |
| 8697 | Greykasell Wealth Strategies, Inc. CRD 329018 | Danville, CA | Wealth Manager · Small ($100M–$1B) | $443M | 124 | 409 | 5 | 03/10/2026 | ☆ |
| 8698 | Inland Advisory Services, Llc CRD 338893 | Oak Brook, IL | Investment Adviser · Small ($100M–$1B) | $443M | 1 | 1 | 48 | 08/26/2026 | ☆ |
| 8699 | Selkirk Management, Llc CRD 162808 | Chatham, NJ | Private Fund Manager · Small ($100M–$1B) | $443M | 1 | 1 | 4 | 03/16/2026 | ☆ |
| 8700 | Spiegelman Wealth Management, Inc. CRD 336637 | Walnut Creek, CA | Wealth Manager · Small ($100M–$1B) | $443M | 183 | 528 | 4 | 06/22/2026 | ☆ |