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 |
|---|---|---|---|---|---|---|---|---|---|
| 8701 | Templeton Financial Services Inc. CRD 128240 | Chandler, AZ | Wealth Manager · Small ($100M–$1B) | $442M | 315 | 318 | 4 | 03/31/2026 | ☆ |
| 8702 | Paradigm Asset Management Company, L.L.C. CRD 111479 | White Plains, NY | Investment Adviser · Small ($100M–$1B) | $442M | 7 | 10 | 5 | 03/30/2026 | ☆ |
| 8703 | Artemis Capital Partners Management Co., Llc CRD 285607 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $442M | 3 | 3 | 16 | 03/26/2026 | ☆ |
| 8704 | Destiny Advisors Llc CRD 312099 | Austin, TX | Mutual Fund / Asset Manager · Small ($100M–$1B) | $441M | 1 | 1 | 4 | 03/17/2026 | ☆ |
| 8705 | North Island Ventures, Llc CRD 309291 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $441M | 3 | 3 | 9 | 03/20/2026 | ☆ |
| 8706 | Ardan Equity Partners, Llc CRD 312470 | West Palm Beach, FL | Private Fund Manager · Small ($100M–$1B) | $441M | 11 | 11 | 6 | 05/05/2026 | ☆ |
| 8707 | Rise Advisors, Llc CRD 309760 | Rochester, NY | Insurance-Affiliated · Small ($100M–$1B) | $441M | 472 | 1,354 | 9 | 03/24/2026 | ☆ |
| 8708 | Owls Nest Partners Ia, Llc CRD 289811 | Chadds Ford, PA | Private Fund Manager · Small ($100M–$1B) | $441M | 6 | 13 | 10 | 03/30/2026 | ☆ |
| 8709 | Tourmalet Advisors, Lp CRD 336207 | Fairfield, CT | Private Fund Manager · Small ($100M–$1B) | $441M | 5 | 5 | 2 | 07/07/2026 | ☆ |
| 8710 | Bishop & Company Investment Management, Llc CRD 146448 | Erie, PA | Wealth Manager · Small ($100M–$1B) | $441M | 209 | 506 | 3 | 03/18/2026 | ☆ |
| 8711 | Sage Private Wealth Group, Llc CRD 173399 | Oakbrook Terrace, IL | Wealth Manager · Small ($100M–$1B) | $441M | 482 | 480 | 15 | 03/18/2026 | ☆ |
| 8712 | Black Diamond Financial, Llc CRD 314622 | Wealth Manager · Small ($100M–$1B) | $441M | 92 | 247 | 2 | 03/30/2026 | ☆ | |
| 8713 | Cohere Capital Partners, Lp CRD 305806 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $441M | 2 | 2 | 7 | 03/17/2026 | ☆ |
| 8714 | Ag Asset Advisory, Llc CRD 154406 | Los Angeles, CA | Multi-Family Office · Small ($100M–$1B) | $440M | 37 | 196 | 3 | 03/05/2026 | ☆ |
| 8715 | Borealis Strategic Capital Partners, Lp CRD 300562 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $440M | 8 | 8 | 6 | 03/17/2026 | ☆ |
| 8716 | Tower Wealth Partners, Inc. CRD 310461 | Lewisburg, PA | Wealth Manager · Small ($100M–$1B) | $440M | 920 | 1,842 | 9 | 03/04/2026 | ☆ |
| 8717 | Investment Management Consultants CRD 122718 | Las Vegas, NV | Investment Adviser · Small ($100M–$1B) | $440M | 185 | 437 | 2 | 04/01/2026 | ☆ |
| 8718 | Burford Brothers, Inc. CRD 306574 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $440M | 234 | 856 | 4 | 06/18/2026 | ☆ |
| 8719 | N CRD 277165 | Mutual Fund / Asset Manager · Small ($100M–$1B) | $440M | 2 | 2 | 89 | 03/28/2025 | ☆ | |
| 8720 | Primesolutions Advisors, Llc CRD 110085 | Pittsburgh, PA | Institutional / Pension Advisor · Small ($100M–$1B) | $440M | 3 | 2 | 03/19/2026 | ☆ | |
| 8721 | Tind Asset Management As CRD 334505 | Oslo | Private Fund Manager · Small ($100M–$1B) | $440M | 3 | 3 | 6 | 03/27/2026 | ☆ |
| 8722 | Bluestone Equity Partners, L.P. CRD 323332 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $440M | 1 | 1 | 9 | 06/29/2026 | ☆ |
| 8723 | Vantus Wealth Llc CRD 337216 | Lancaster, PA | Wealth Manager · Small ($100M–$1B) | $440M | 1,010 | 2,368 | 15 | 07/15/2026 | ☆ |
| 8724 | Collwick Funds Gp, Llc CRD 162923 | Charlotte, NC | Private Fund Manager · Small ($100M–$1B) | $440M | 1 | 1 | 4 | 03/10/2026 | ☆ |
| 8725 | The Moorings Group, Llc CRD 129403 | Wealth Manager · Small ($100M–$1B) | $440M | 124 | 165 | 2 | 05/13/2026 | ☆ | |
| 8726 | Biltmore Wealth Management, Llc CRD 151365 | Tempe, AZ | Wealth Manager · Small ($100M–$1B) | $440M | 307 | 639 | 4 | 02/17/2026 | ☆ |
| 8727 | Branson Fowlkes & Co Inc CRD 107657 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $439M | 193 | 1,126 | 7 | 03/23/2026 | ☆ |
| 8728 | Osterweis Capital Management Inc CRD 105421 | San Francisco, CA | Wealth Manager · Small ($100M–$1B) | $439M | 34 | 35 | 66 | 03/31/2026 | ☆ |
| 8729 | N CRD 106102 | Wealth Manager · Small ($100M–$1B) | $439M | 471 | 1,447 | 8 | 03/24/2025 | ☆ | |
| 8730 | Bates Financial Advisors, Inc. CRD 116515 | Rockford, IL | Wealth Manager · Small ($100M–$1B) | $439M | 399 | 1,273 | 5 | 06/25/2026 | ☆ |
| 8731 | Groundforce Capital Management, Llc CRD 299383 | Mill Valley, CA | Private Fund Manager · Small ($100M–$1B) | $439M | 4 | 4 | 10 | 03/24/2026 | ☆ |
| 8732 | Fwg Holdings, Llc CRD 308968 | Winter Park, FL | Insurance-Affiliated · Small ($100M–$1B) | $439M | 384 | 1,102 | 14 | 03/30/2026 | ☆ |
| 8733 | Spivak Asset Management, Llc CRD 125714 | Avon, CT | Wealth Manager · Small ($100M–$1B) | $439M | 63 | 63 | 1 | 03/19/2026 | ☆ |
| 8734 | Barca Capital, Llc CRD 263786 | West Newton, MA | Private Fund Manager · Small ($100M–$1B) | $439M | 2 | 2 | 3 | 03/19/2026 | ☆ |
| 8735 | Antman, Lester Murray CRD 119311 | Wealth Manager · Small ($100M–$1B) | $439M | 67 | 222 | 2 | 03/03/2026 | ☆ | |
| 8736 | Ta Capital Management, Llc CRD 169326 | Sewell, NJ | Wealth Manager · Small ($100M–$1B) | $439M | 101 | 322 | 4 | 03/26/2026 | ☆ |
| 8737 | Gables Capital Management Inc CRD 109608 | Miami, FL | Investment Adviser · Small ($100M–$1B) | $439M | 178 | 359 | 8 | 03/25/2026 | ☆ |
| 8738 | Newport Investment Management, Llc CRD 153918 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $439M | 6 | 6 | 17 | 03/05/2026 | ☆ |
| 8739 | Shawspring Partners, Llc CRD 172766 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $439M | 7 | 7 | 7 | 03/26/2026 | ☆ |
| 8740 | Dickmeyer Boyce Financial Management, Inc CRD 124281 | Fort Wayne, IN | Wealth Manager · Small ($100M–$1B) | $439M | 420 | 1,253 | 8 | 02/26/2026 | ☆ |
| 8741 | Second Alpha Partners, Llc CRD 282418 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $438M | 9 | 9 | 6 | 03/30/2026 | ☆ |
| 8742 | Storen Legacy Partners, Llc CRD 339197 | Zionsville, IN | Insurance-Affiliated · Small ($100M–$1B) | $438M | 876 | 1,676 | 14 | 04/07/2026 | ☆ |
| 8743 | Newvest Management, Lp CRD 316841 | Private Fund Manager · Small ($100M–$1B) | $438M | 9 | 9 | 25 | 03/31/2026 | ☆ | |
| 8744 | Hendley & Co Inc CRD 110465 | Zanesville, OH | Wealth Manager · Small ($100M–$1B) | $438M | 302 | 697 | 5 | 06/15/2026 | ☆ |
| 8745 | Arnold Weitz & Co CRD 108026 | Elkhorn, NE | Multi-Family Office · Small ($100M–$1B) | $438M | 34 | 66 | 2 | 02/23/2026 | ☆ |
| 8746 | Schulz Wealth, Ltd. CRD 172194 | Mansfield, TX | Wealth Manager · Small ($100M–$1B) | $438M | 176 | 614 | 3 | 02/25/2026 | ☆ |
| 8747 | 154 Partners Investment Management Llc CRD 333601 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $438M | 4 | 4 | 13 | 07/15/2026 | ☆ |
| 8748 | Cic Partners Management Llc CRD 158019 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $438M | 3 | 3 | 17 | 04/29/2026 | ☆ |
| 8749 | Access Financial Services, Inc. CRD 115361 | Minneapolis, MN | Wealth Manager · Small ($100M–$1B) | $438M | 322 | 812 | 10 | 02/12/2026 | ☆ |
| 8750 | N CRD 129898 | Wealth Manager · Small ($100M–$1B) | $438M | 421 | 1,113 | 7 | 07/17/2025 | ☆ |