Investment advisers
44,539 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 | Cwc Advisors, Llc CRD 127739 | Lake Oswego, OR | Endowment & Foundation Advisor · Small ($100M–$1B) | $445M | 232 | 1,189 | 9 | 04/14/2026 | ☆ |
| 8652 | Beaconlight Capital, Llc CRD 158390 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $445M | 5 | 5 | 12 | 03/30/2026 | ☆ |
| 8653 | Ssb&T Wealth Management, Llc CRD 328102 | Fredericksburg, TX | Investment Adviser · Small ($100M–$1B) | $445M | 168 | 168 | 6 | 02/23/2026 | ☆ |
| 8654 | Lefavi Wealth Management, Inc. CRD 104961 | Salt Lake City, UT | Wealth Manager · Small ($100M–$1B) | $445M | 576 | 576 | 5 | 03/25/2026 | ☆ |
| 8655 | Robinson Smith Wealth Advisors, Llc CRD 123098 | South Portland, ME | Wealth Manager · Small ($100M–$1B) | $445M | 232 | 903 | 8 | 02/20/2026 | ☆ |
| 8656 | Kenter Canyon Capital, Llc CRD 150624 | Private Fund Manager · Small ($100M–$1B) | $445M | 12 | 12 | 1 | 03/31/2026 | ☆ | |
| 8657 | Holistic Financial Partners, Llc CRD 170913 | Indianapolis, IN | Wealth Manager · Small ($100M–$1B) | $445M | 862 | 862 | 6 | 03/13/2026 | ☆ |
| 8658 | Flower City Capital Llc CRD 281503 | Pittsford, NY | Wealth Manager · Small ($100M–$1B) | $445M | 230 | 957 | 9 | 07/20/2026 | ☆ |
| 8659 | Westriver Management, Llc CRD 161921 | Seattle, WA | Private Fund Manager · Small ($100M–$1B) | $444M | 27 | 27 | 14 | 03/26/2026 | ☆ |
| 8660 | Balis Enterprises Llc CRD 315130 | Investment Adviser · Small ($100M–$1B) | $444M | 3 | 1,338 | 8 | 06/04/2026 | ☆ | |
| 8661 | Cm Investment Partners Llc CRD 168941 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $444M | 5 | 5 | 14 | 07/13/2026 | ☆ |
| 8662 | Carlisle Tax Credits Llc CRD 151461 | Private Fund Manager · Small ($100M–$1B) | $444M | 6 | 4 | 8 | 03/31/2026 | ☆ | |
| 8663 | Sage Residential Management Llc CRD 315039 | Morristown, NJ | Private Fund Manager · Small ($100M–$1B) | $444M | 3 | 3 | 12 | 05/18/2026 | ☆ |
| 8664 | Credit Capital Investments, Llc CRD 160537 | Livingston, NJ | Private Fund Manager · Small ($100M–$1B) | $444M | 23 | 23 | 7 | 07/17/2026 | ☆ |
| 8665 | Hamilton Capital Partners, Llc CRD 314344 | Atlanta, GA | Insurance-Affiliated · Small ($100M–$1B) | $444M | 218 | 218 | 5 | 04/13/2026 | ☆ |
| 8666 | 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 | ☆ |
| 8667 | Sumitomo Mitsui Ds Asset Management (Singapore) Pte. Ltd. CRD 309255 | Singapore | Private Fund Manager · Small ($100M–$1B) | $444M | 1 | 1 | 18 | 03/30/2026 | ☆ |
| 8668 | O'boyle Wealth Management, Inc. CRD 292849 | Beverly Hills, CA | Wealth Manager · Small ($100M–$1B) | $444M | 410 | 1,590 | 5 | 03/30/2026 | ☆ |
| 8669 | Carolina Qualified Retirement Plan Advisers, Llc CRD 171534 | Institutional / Pension Advisor · Small ($100M–$1B) | $444M | 45 | 52 | 1 | 02/11/2026 | ☆ | |
| 8670 | Social Leverage Advisors, Llc CRD 292690 | Scottsdale, AZ | Private Fund Manager · Small ($100M–$1B) | $444M | 11 | 11 | 7 | 03/17/2026 | ☆ |
| 8671 | Pavion Blue Capital, Llc CRD 301968 | Newport Beach, CA | Wealth Manager · Small ($100M–$1B) | $444M | 172 | 521 | 4 | 03/24/2026 | ☆ |
| 8672 | Lumbard & Kellner, Llc CRD 117196 | Hollis, NH | Wealth Manager · Small ($100M–$1B) | $444M | 321 | 321 | 4 | 03/16/2026 | ☆ |
| 8673 | Stone Summit Wealth Llc CRD 315438 | Wealth Manager · Small ($100M–$1B) | $444M | 231 | 231 | 3 | 01/14/2026 | ☆ | |
| 8674 | Mcdonald Financial Services, Llc CRD 282899 | Montgomery, AL | Wealth Manager · Small ($100M–$1B) | $444M | 721 | 1,022 | 8 | 03/31/2026 | ☆ |
| 8675 | Cross Staff Investments Inc. CRD 165984 | Pittsford, NY | Insurance-Affiliated · Small ($100M–$1B) | $443M | 434 | 855 | 4 | 05/07/2026 | ☆ |
| 8676 | Hedgeye Asset Management, Llc CRD 336185 | Stamford, CT | Mutual Fund / Asset Manager · Small ($100M–$1B) | $443M | 6 | 6 | 10 | 02/06/2026 | ☆ |
| 8677 | Bright Road Wealth Management, Llc CRD 164408 | Anchorage, AK | Wealth Manager · Small ($100M–$1B) | $443M | 622 | 2,182 | 13 | 03/05/2026 | ☆ |
| 8678 | Financial Freedom, Llc CRD 118772 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $443M | 114 | 783 | 4 | 03/13/2026 | ☆ |
| 8679 | Members Advisory Group, Llc CRD 153723 | Williamsville, NY | Insurance-Affiliated · Small ($100M–$1B) | $443M | 906 | 1,439 | 7 | 04/08/2026 | ☆ |
| 8680 | Greykasell Wealth Strategies, Inc. CRD 329018 | Danville, CA | Wealth Manager · Small ($100M–$1B) | $443M | 124 | 409 | 5 | 03/10/2026 | ☆ |
| 8681 | Inland Advisory Services, Llc CRD 338893 | Oak Brook, IL | Investment Adviser · Small ($100M–$1B) | $443M | 1 | 1 | 48 | 05/06/2026 | ☆ |
| 8682 | Selkirk Management, Llc CRD 162808 | Chatham, NJ | Private Fund Manager · Small ($100M–$1B) | $443M | 1 | 1 | 4 | 03/16/2026 | ☆ |
| 8683 | Spiegelman Wealth Management, Inc. CRD 336637 | Walnut Creek, CA | Wealth Manager · Small ($100M–$1B) | $443M | 183 | 528 | 4 | 06/22/2026 | ☆ |
| 8684 | Ulland Investment Advisors, Llc CRD 109610 | Minneapolis, MN | Wealth Manager · Small ($100M–$1B) | $443M | 211 | 211 | 5 | 06/08/2026 | ☆ |
| 8685 | Luminus Management, Llc CRD 157536 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $443M | 10 | 10 | 8 | 03/30/2026 | ☆ |
| 8686 | N CRD 304081 | Wealth Manager · Small ($100M–$1B) | $443M | 23 | 20 | 11 | 01/07/2026 | ☆ | |
| 8687 | James R. Martin Consulting, Inc. Dba Jrm Capital Management CRD 109542 | Vancouver, WA | Wealth Manager · Small ($100M–$1B) | $443M | 226 | 628 | 3 | 03/20/2026 | ☆ |
| 8688 | Lifesteps Financial, Inc. CRD 153852 | Claremont, CA | Wealth Manager · Small ($100M–$1B) | $443M | 680 | 1,191 | 9 | 06/30/2026 | ☆ |
| 8689 | Thackeray Partners, L.P. CRD 166351 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $443M | 3 | 3 | 11 | 03/30/2026 | ☆ |
| 8690 | Money Management Services, Inc. CRD 106832 | Birmingham, AL | Wealth Manager · Small ($100M–$1B) | $443M | 522 | 1,377 | 12 | 03/10/2026 | ☆ |
| 8691 | Sws Partners, Llc CRD 281838 | Columbus, OH | Wealth Manager · Small ($100M–$1B) | $443M | 157 | 519 | 6 | 07/14/2026 | ☆ |
| 8692 | East Bridge Capital Management Lp CRD 167207 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $442M | 4 | 4 | 5 | 02/04/2026 | ☆ |
| 8693 | Figure Investment Advisors, Llc CRD 158307 | San Francisco, CA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $442M | 5 | 5 | 5 | 03/31/2026 | ☆ |
| 8694 | N CRD 134508 | Wealth Manager · Small ($100M–$1B) | $442M | 147 | 1,064 | 4 | 02/06/2025 | ☆ | |
| 8695 | Oak Harbor Capital, Llc CRD 169089 | Las Vegas, NV | Private Fund Manager · Small ($100M–$1B) | $442M | 18 | 18 | 20 | 03/27/2026 | ☆ |
| 8696 | Ikalon Advisors Llc CRD 332654 | Miami, FL | Investment Adviser · Small ($100M–$1B) | $442M | 2 | 2 | 08/06/2026 | ☆ | |
| 8697 | Landmark Wealth Management, Llc CRD 158693 | Melville, NY | Wealth Manager · Small ($100M–$1B) | $442M | 296 | 865 | 6 | 06/25/2026 | ☆ |
| 8698 | Durational Capital Management Lp CRD 291371 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $442M | 2 | 2 | 5 | 05/21/2026 | ☆ |
| 8699 | Ovata Capital Management Llc CRD 316669 | Hong Kong | Private Fund Manager · Small ($100M–$1B) | $442M | 2 | 2 | 5 | 03/26/2026 | ☆ |
| 8700 | Meridiana Mfo Llc CRD 306237 | Coral Gables, FL | Multi-Family Office · Small ($100M–$1B) | $442M | 10 | 152 | 5 | 04/28/2026 | ☆ |