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 |
|---|---|---|---|---|---|---|---|---|---|
| 9551 | Callahan Wealth Advisory, Llc CRD 316124 | Wealth Manager · Small ($100M–$1B) | $372M | 290 | 867 | 4 | 03/12/2026 | ☆ | |
| 9552 | Rpo Llc CRD 318296 | Stamford, CT | Private Fund Manager · Small ($100M–$1B) | $372M | 8 | 8 | 6 | 04/30/2026 | ☆ |
| 9553 | Livelife Capital Partners Llc CRD 290008 | Southborough, MA | Wealth Manager · Small ($100M–$1B) | $372M | 261 | 1,239 | 9 | 06/11/2026 | ☆ |
| 9554 | Andrew W. Byrd & Co., L.L.C. CRD 163780 | Nashville, TN | Private Fund Manager · Small ($100M–$1B) | $372M | 6 | 6 | 13 | 03/30/2026 | ☆ |
| 9555 | Pacific Wealth Management, Llc CRD 113217 | San Diego, CA | Insurance-Affiliated · Small ($100M–$1B) | $372M | 209 | 529 | 6 | 04/01/2026 | ☆ |
| 9556 | Pinnacle Family Advisors, Llc CRD 145628 | Springfield, MO | Wealth Manager · Small ($100M–$1B) | $372M | 917 | 2,007 | 13 | 03/31/2026 | ☆ |
| 9557 | Union Strategic Advisors Llc CRD 340640 | Blue Ash, OH | Wealth Manager · Small ($100M–$1B) | $372M | 474 | 1,443 | 4 | 06/30/2026 | ☆ |
| 9558 | Olistico Wealth, Llc CRD 315028 | Tulsa, OK | Insurance-Affiliated · Small ($100M–$1B) | $372M | 404 | 405 | 4 | 03/24/2026 | ☆ |
| 9559 | Guggenheim Wealth Solutions, Llc CRD 283238 | Santa Monica, CA | Investment Adviser · Small ($100M–$1B) | $371M | 233 | 242 | 10 | 03/31/2026 | ☆ |
| 9560 | Warther Private Wealth, Llc CRD 125145 | Akron, OH | Wealth Manager · Small ($100M–$1B) | $371M | 249 | 617 | 9 | 03/26/2025 | ☆ |
| 9561 | Bdt & Associates, Inc. CRD 288008 | Yuma, AZ | Wealth Manager · Small ($100M–$1B) | $371M | 477 | 1,683 | 11 | 04/16/2026 | ☆ |
| 9562 | Duvarney, Craig Douglas CRD 126911 | Insurance-Affiliated · Small ($100M–$1B) | $371M | 152 | 681 | 1 | 01/14/2026 | ☆ | |
| 9563 | Orion Capital Management Llc CRD 119428 | Coronado, CA | Wealth Manager · Small ($100M–$1B) | $371M | 163 | 550 | 4 | 03/26/2026 | ☆ |
| 9564 | Ravenstone Capital Management Inc. CRD 338898 | Toronto, Ontario | Private Fund Manager · Small ($100M–$1B) | $371M | 567 | 1,985 | 5 | 06/25/2026 | ☆ |
| 9565 | Macro Advisors, Inc. CRD 118832 | York, PA | Insurance-Affiliated · Small ($100M–$1B) | $371M | 683 | 1,649 | 9 | 05/27/2026 | ☆ |
| 9566 | Helm Investment Management, Llc CRD 141773 | Denver, CO | Wealth Manager · Small ($100M–$1B) | $371M | 140 | 559 | 3 | 03/20/2026 | ☆ |
| 9567 | Fact Capital, L.P. CRD 307860 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $371M | 5 | 5 | 7 | 03/31/2026 | ☆ |
| 9568 | Archer Investment Management, Llc CRD 146852 | Wealth Manager · Small ($100M–$1B) | $371M | 254 | 2,174 | 4 | 09/11/2026 | ☆ | |
| 9569 | Juniper Capital Investment Management, L.P. CRD 312630 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $371M | 2 | 2 | 13 | 03/16/2026 | ☆ |
| 9570 | Atala Financial Inc CRD 318371 | Calabasas, CA | Wealth Manager · Small ($100M–$1B) | $371M | 68 | 248 | 3 | 03/06/2026 | ☆ |
| 9571 | Langley Wealth Management, Llc CRD 312823 | Corinth, MS | Insurance-Affiliated · Small ($100M–$1B) | $371M | 1,229 | 1,827 | 9 | 08/26/2026 | ☆ |
| 9572 | S & P Financial, Inc. CRD 139358 | Ashland, OR | Insurance-Affiliated · Small ($100M–$1B) | $371M | 556 | 1,651 | 2 | 03/31/2026 | ☆ |
| 9573 | Donoghue Forlines Llc CRD 285403 | Boston, MA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $371M | 13 | 20 | 7 | 03/27/2026 | ☆ |
| 9574 | Cordant, Inc. CRD 152395 | Portland, OR | Wealth Manager · Small ($100M–$1B) | $371M | 164 | 999 | 8 | 03/30/2026 | ☆ |
| 9575 | Masonry Capital Management, Llc CRD 292664 | Charlottesville, VA | Investment Adviser · Small ($100M–$1B) | $370M | 54 | 60 | 3 | 08/07/2026 | ☆ |
| 9576 | Rebel Financial, Llc. CRD 168263 | Groveport, OH | Wealth Manager · Small ($100M–$1B) | $370M | 443 | 1,767 | 6 | 03/30/2026 | ☆ |
| 9577 | Catalyst Private Wealth, Llc CRD 305565 | San Mateo, CA | Wealth Manager · Small ($100M–$1B) | $370M | 524 | 524 | 5 | 08/26/2026 | ☆ |
| 9578 | Wealthspring Partners, Llc CRD 322756 | Long Beach, CA | Wealth Manager · Small ($100M–$1B) | $370M | 409 | 922 | 10 | 09/17/2026 | ☆ |
| 9579 | Charbeth Advisory L.L.C. CRD 342682 | Investment Adviser · Small ($100M–$1B) | $370M | 1 | 1 | 1 | 06/15/2026 | ☆ | |
| 9580 | Warwick Group Ii, Inc. CRD 161549 | Private Fund Manager · Small ($100M–$1B) | $370M | 2 | 2 | 1 | 04/30/2026 | ☆ | |
| 9581 | Cosner Financial Group, Llc CRD 147942 | Windsor, CO | Wealth Manager · Small ($100M–$1B) | $370M | 635 | 991 | 5 | 02/12/2026 | ☆ |
| 9582 | Willow Grove Advisors, Llc CRD 151993 | Berkeley, CA | Wealth Manager · Small ($100M–$1B) | $370M | 194 | 782 | 7 | 03/13/2026 | ☆ |
| 9583 | Glassy Mountain Advisors, Inc. CRD 314937 | Bethesda, MD | Wealth Manager · Small ($100M–$1B) | $370M | 127 | 329 | 7 | 03/27/2026 | ☆ |
| 9584 | Valued Wealth Advisors, Llc CRD 316746 | Holladay, UT | Wealth Manager · Small ($100M–$1B) | $370M | 334 | 1,054 | 10 | 03/25/2026 | ☆ |
| 9585 | Menlo Advisors Llc CRD 122721 | Menlo Park, CA | Wealth Manager · Small ($100M–$1B) | $370M | 40 | 100 | 2 | 03/31/2026 | ☆ |
| 9586 | Camden Partners Holdings, Llc CRD 117011 | Owings Mills, MD | Private Fund Manager · Small ($100M–$1B) | $370M | 17 | 17 | 4 | 03/25/2026 | ☆ |
| 9587 | M.Z. Kark & Associates, Inc CRD 106627 | Denver, CO | Wealth Manager · Small ($100M–$1B) | $370M | 166 | 1,308 | 4 | 05/01/2026 | ☆ |
| 9588 | One Advisory Partners, Llc CRD 161614 | Overland Park, KS | Wealth Manager · Small ($100M–$1B) | $370M | 314 | 316 | 11 | 04/04/2026 | ☆ |
| 9589 | Sa Wealth Management Llc CRD 335680 | Huntington, NY | Wealth Manager · Small ($100M–$1B) | $369M | 262 | 609 | 3 | 09/21/2026 | ☆ |
| 9590 | Stonebridge Wealth Systems Llc CRD 327894 | Kearney, NE | Wealth Manager · Small ($100M–$1B) | $369M | 931 | 2,820 | 25 | 03/23/2026 | ☆ |
| 9591 | Baron Financial Group Llc CRD 144234 | Fair Lawn, NJ | Wealth Manager · Small ($100M–$1B) | $369M | 315 | 905 | 9 | 09/10/2026 | ☆ |
| 9592 | Yosemite Capital Management, Llc CRD 124298 | Newport Beach, CA | Wealth Manager · Small ($100M–$1B) | $369M | 283 | 814 | 8 | 03/31/2026 | ☆ |
| 9593 | Aragon Global Management, Lp CRD 156043 | Miami, FL | Investment Adviser · Small ($100M–$1B) | $369M | 2 | 2 | 3 | 05/07/2026 | ☆ |
| 9594 | Integrity Wealth Solutions Llc CRD 284862 | Denver, CO | Wealth Manager · Small ($100M–$1B) | $369M | 190 | 730 | 2 | 03/09/2026 | ☆ |
| 9595 | Tagstone Capital, Inc. CRD 158864 | Charlotte, NC | Wealth Manager · Small ($100M–$1B) | $369M | 38 | 228 | 1 | 02/17/2026 | ☆ |
| 9596 | Cromwell Investment Advisors, Llc CRD 314411 | Baltimore, MD | Mutual Fund / Asset Manager · Small ($100M–$1B) | $369M | 1 | 5 | 4 | 03/27/2026 | ☆ |
| 9597 | Sage Capital Management Llc CRD 108547 | Wealth Manager · Small ($100M–$1B) | $369M | 315 | 317 | 3 | 06/25/2026 | ☆ | |
| 9598 | Ruggaard & Associates, Llc CRD 107489 | Hudson, OH | Wealth Manager · Small ($100M–$1B) | $369M | 314 | 998 | 10 | 03/30/2026 | ☆ |
| 9599 | Gaddis Premier Wealth Advisors Llc CRD 317837 | Durant, OK | Wealth Manager · Small ($100M–$1B) | $369M | 1,460 | 2,155 | 16 | 04/30/2026 | ☆ |
| 9600 | Aft, Forsyth & Sober, Llc CRD 162858 | Valrico, FL | Wealth Manager · Small ($100M–$1B) | $368M | 6 | 26 | 2 | 05/20/2026 | ☆ |