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 |
|---|---|---|---|---|---|---|---|---|---|
| 9851 | Arctaris Impact Investors, Llc CRD 306898 | Wellesley, MA | Private Fund Manager · Small ($100M–$1B) | $347M | 8 | 6 | 24 | 03/31/2026 | ☆ |
| 9852 | Hcg Fund Management Lp CRD 281615 | Raleigh, NC | Private Fund Manager · Small ($100M–$1B) | $347M | 15 | 15 | 11 | 03/27/2026 | ☆ |
| 9853 | Education Growth Partners, Llc CRD 166162 | Stamford, CT | Private Fund Manager · Small ($100M–$1B) | $347M | 11 | 11 | 7 | 03/30/2026 | ☆ |
| 9854 | Pflug Koory, Llc CRD 109268 | Omaha, NE | Wealth Manager · Small ($100M–$1B) | $347M | 124 | 124 | 2 | 02/09/2026 | ☆ |
| 9855 | Leconte Wealth Management, Llc CRD 168539 | Maryville, TN | Wealth Manager · Small ($100M–$1B) | $347M | 332 | 874 | 11 | 03/13/2026 | ☆ |
| 9856 | Right Side Capital Management, Llc CRD 166062 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $347M | 10 | 10 | 12 | 05/21/2026 | ☆ |
| 9857 | Citrine Capital, Llc CRD 171735 | San Francisco, CA | Wealth Manager · Small ($100M–$1B) | $347M | 141 | 640 | 8 | 03/16/2026 | ☆ |
| 9858 | Custos Family Office Llc CRD 294025 | Multi-Family Office · Small ($100M–$1B) | $347M | 67 | 229 | 2 | 04/07/2026 | ☆ | |
| 9859 | Lodestone Wealth Management Llc CRD 151115 | Spokane, WA | Wealth Manager · Small ($100M–$1B) | $346M | 291 | 717 | 3 | 03/05/2026 | ☆ |
| 9860 | Angellist Asset Management, Llc CRD 330361 | Seattle, WA | Private Fund Manager · Small ($100M–$1B) | $346M | 23 | 23 | 10 | 07/16/2026 | ☆ |
| 9861 | Wealth Management Group Of North America, Llc CRD 125765 | Farmington, CT | Insurance-Affiliated · Small ($100M–$1B) | $346M | 326 | 983 | 9 | 04/06/2026 | ☆ |
| 9862 | Long Road Investment Counsel, Llc CRD 171343 | Kalamazoo, MI | Multi-Family Office · Small ($100M–$1B) | $346M | 34 | 104 | 2 | 03/20/2026 | ☆ |
| 9863 | Gebhardt Group, Inc CRD 142903 | Lafayette, CA | Wealth Manager · Small ($100M–$1B) | $346M | 232 | 807 | 7 | 03/12/2026 | ☆ |
| 9864 | Gbm Wealth Management, Inc. CRD 145049 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $346M | 546 | 546 | 10 | 06/10/2026 | ☆ |
| 9865 | Brightline Capital Management, Llc CRD 161661 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $346M | 2 | 2 | 8 | 03/09/2026 | ☆ |
| 9866 | Velocis Management, Llc CRD 313345 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $346M | 9 | 9 | 20 | 03/19/2026 | ☆ |
| 9867 | Triatomic Management Lp CRD 312408 | Palo Alto, CA | Private Fund Manager · Small ($100M–$1B) | $346M | 10 | 10 | 9 | 03/31/2026 | ☆ |
| 9868 | Great Elm Capital Management, Llc CRD 284304 | Palm Beach Gardens, FL | Investment Adviser · Small ($100M–$1B) | $346M | 3 | 3 | 21 | 03/24/2026 | ☆ |
| 9869 | Rede Wealth, Llc CRD 173346 | Charlottesville, VA | Wealth Manager · Small ($100M–$1B) | $346M | 224 | 500 | 4 | 02/24/2026 | ☆ |
| 9870 | Booster Asset Management, Llc CRD 330362 | Wheaton, IL | Mutual Fund / Asset Manager · Small ($100M–$1B) | $346M | 1 | 1 | 2 | 02/05/2026 | ☆ |
| 9871 | Jefferies Credit Partners Europe Limited CRD 336469 | London | Investment Adviser · Small ($100M–$1B) | $346M | 1 | 1 | 12 | 03/31/2026 | ☆ |
| 9872 | Arcadia Investment Advisors, Llc CRD 109590 | Eagle, ID | Wealth Manager · Small ($100M–$1B) | $346M | 280 | 773 | 6 | 02/06/2026 | ☆ |
| 9873 | Archway Wealth Management, Llc CRD 326816 | Kirkwood, MO | Wealth Manager · Small ($100M–$1B) | $346M | 200 | 895 | 4 | 03/24/2026 | ☆ |
| 9874 | Vedanta Management, L.P. CRD 160685 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $346M | 16 | 16 | 6 | 07/06/2026 | ☆ |
| 9875 | Continuum Wealth Advisors, Llc CRD 152895 | Saratoga Springs, NY | Wealth Manager · Small ($100M–$1B) | $346M | 328 | 872 | 7 | 07/15/2026 | ☆ |
| 9876 | Ipcp Management, Llc CRD 316853 | Boca Raton, FL | Private Fund Manager · Small ($100M–$1B) | $346M | 7 | 7 | 12 | 03/31/2026 | ☆ |
| 9877 | Placeholder Management, Llc CRD 292362 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $345M | 3 | 3 | 7 | 02/26/2026 | ☆ |
| 9878 | Borderless Management Llc CRD 323404 | Clermont, FL | Private Fund Manager · Small ($100M–$1B) | $345M | 20 | 20 | 24 | 03/31/2026 | ☆ |
| 9879 | Bip Capital Management Services, Llc CRD 300757 | Atlanta, GA | Private Fund Manager · Small ($100M–$1B) | $345M | 17 | 17 | 6 | 03/25/2026 | ☆ |
| 9880 | Fortress Planning Group, Llc CRD 157900 | Pewaukee, WI | Wealth Manager · Small ($100M–$1B) | $345M | 283 | 902 | 6 | 03/02/2026 | ☆ |
| 9881 | Black Toro Llc CRD 315289 | Miami, FL | Investment Adviser · Small ($100M–$1B) | $345M | 65 | 65 | 15 | 03/31/2026 | ☆ |
| 9882 | Ahakista Capital Llc CRD 337864 | Multi-Family Office · Small ($100M–$1B) | $345M | 5 | 5 | 8 | 03/30/2026 | ☆ | |
| 9883 | N CRD 326856 | Private Fund Manager · Small ($100M–$1B) | $345M | 3 | 3 | 4 | 06/29/2026 | ☆ | |
| 9884 | Royal Harbor Partners, Llc CRD 304735 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $345M | 211 | 643 | 9 | 06/15/2026 | ☆ |
| 9885 | Hicks Capital Management, Llc CRD 158609 | Columbus, OH | Insurance-Affiliated · Small ($100M–$1B) | $345M | 252 | 1,020 | 5 | 06/15/2026 | ☆ |
| 9886 | Intrinsic Wealth Counsel, Inc. CRD 105022 | Tempe, AZ | Wealth Manager · Small ($100M–$1B) | $345M | 217 | 696 | 7 | 04/03/2026 | ☆ |
| 9887 | Teramo Advisors, Llc CRD 291574 | Naples, FL | Mutual Fund / Asset Manager · Small ($100M–$1B) | $345M | 2 | 2 | 5 | 03/31/2026 | ☆ |
| 9888 | Nepsis, Inc. CRD 141203 | Minneapolis, MN | Insurance-Affiliated · Small ($100M–$1B) | $345M | 590 | 1,267 | 37 | 02/04/2026 | ☆ |
| 9889 | Ger Loftin Wealth Advisors, Llc CRD 305359 | Johns Creek, GA | Wealth Manager · Small ($100M–$1B) | $344M | 387 | 1,466 | 6 | 06/29/2026 | ☆ |
| 9890 | Crescent Advisor Group, Inc. CRD 115974 | Plano, TX | Wealth Manager · Small ($100M–$1B) | $344M | 228 | 510 | 18 | 01/07/2026 | ☆ |
| 9891 | Guinness Atkinson Asset Management, Inc. CRD 124465 | Pasadena, CA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $344M | 1 | 12 | 41 | 03/30/2026 | ☆ |
| 9892 | Bell Asset Management Usa Inc CRD 108666 | Private Fund Manager · Small ($100M–$1B) | $344M | 2 | 2 | 0 | 03/25/2026 | ☆ | |
| 9893 | L. C. Bhandari & Co. CRD 158831 | Investment Adviser · Small ($100M–$1B) | $344M | 1 | 1 | 04/13/2026 | ☆ | ||
| 9894 | Walser Wealth Management Company, A Limited Liability Company CRD 206518 | Tampa, FL | Wealth Manager · Small ($100M–$1B) | $344M | 685 | 685 | 26 | 03/31/2026 | ☆ |
| 9895 | Kellett Wealth Advisors, Llc CRD 287571 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $344M | 465 | 1,440 | 4 | 02/19/2026 | ☆ |
| 9896 | Prospera Capital Management, Llc CRD 330390 | Wealth Manager · Small ($100M–$1B) | $344M | 44 | 206 | 3 | 07/09/2026 | ☆ | |
| 9897 | Pachira Investments, Inc. CRD 164405 | Dana Point, CA | Wealth Manager · Small ($100M–$1B) | $344M | 469 | 786 | 5 | 03/06/2026 | ☆ |
| 9898 | Bourne Lent Asset Management, Inc. CRD 111114 | Pawling, NY | Wealth Manager · Small ($100M–$1B) | $344M | 83 | 167 | 4 | 01/28/2026 | ☆ |
| 9899 | Cambrian Capital Management, L.L.C. CRD 324623 | Newtown Square, PA | Private Fund Manager · Small ($100M–$1B) | $344M | 3 | 3 | 11 | 03/31/2026 | ☆ |
| 9900 | She Ddf1 Manager Llc CRD 305314 | Coconut Grove, FL | Private Fund Manager · Small ($100M–$1B) | $344M | 7 | 7 | 23 | 05/04/2026 | ☆ |