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 |
|---|---|---|---|---|---|---|---|---|---|
| 10001 | Bluedoor Private Wealth, Llc CRD 301907 | Beverly, MA | Wealth Manager · Small ($100M–$1B) | $337M | 137 | 432 | 6 | 06/11/2026 | ☆ |
| 10002 | Evolution Advisers, Inc. CRD 149615 | Richmond, VA | Wealth Manager · Small ($100M–$1B) | $337M | 168 | 991 | 7 | 04/28/2026 | ☆ |
| 10003 | Augment Infrastructure Managers Advisory Llc CRD 315485 | Chevy Chase, MD | Private Fund Manager · Small ($100M–$1B) | $337M | 3 | 3 | 10 | 03/20/2026 | ☆ |
| 10004 | The Nalls Sherbakoff Group, Llc CRD 168239 | Knoxville, TN | Wealth Manager · Small ($100M–$1B) | $337M | 500 | 746 | 5 | 03/24/2026 | ☆ |
| 10005 | Mullaney Keating & Wright Inc CRD 110743 | Middletown, CT | Wealth Manager · Small ($100M–$1B) | $337M | 185 | 504 | 3 | 05/14/2026 | ☆ |
| 10006 | Washington Avenue Advisors, Llc CRD 307002 | Lansing, MI | Insurance-Affiliated · Small ($100M–$1B) | $337M | 689 | 1,432 | 11 | 05/14/2026 | ☆ |
| 10007 | Valspring Capital Management, Lp CRD 318288 | Private Fund Manager · Small ($100M–$1B) | $337M | 1 | 1 | 7 | 03/26/2026 | ☆ | |
| 10008 | New Catalyst Strategic Partners, Llc CRD 332967 | Washington, DC | Private Fund Manager · Small ($100M–$1B) | $337M | 2 | 2 | 8 | 06/29/2026 | ☆ |
| 10009 | Tru Independence Asset Management, Llc CRD 168256 | Portland, OR | Insurance-Affiliated · Small ($100M–$1B) | $337M | 1,059 | 1,059 | 24 | 07/21/2026 | ☆ |
| 10010 | Vestura, Llc CRD 142926 | Hobart, WI | Wealth Manager · Small ($100M–$1B) | $337M | 76 | 312 | 4 | 03/20/2026 | ☆ |
| 10011 | Everstar Asset Management, Llc CRD 313334 | Mooresville, NC | Insurance-Affiliated · Small ($100M–$1B) | $337M | 1,132 | 1,132 | 13 | 05/04/2026 | ☆ |
| 10012 | Wrapmanager Inc CRD 108834 | Mill Valley, CA | Wealth Manager · Small ($100M–$1B) | $337M | 209 | 455 | 9 | 03/27/2026 | ☆ |
| 10013 | Kilner Capital Advisors, Llc CRD 139521 | Gaithersburg, MD | Wealth Manager · Small ($100M–$1B) | $337M | 230 | 672 | 3 | 03/12/2026 | ☆ |
| 10014 | Alterna Capital Partners Llc CRD 156954 | Private Fund Manager · Small ($100M–$1B) | $337M | 3 | 3 | 4 | 03/26/2026 | ☆ | |
| 10015 | N CRD 169126 | Private Fund Manager · Small ($100M–$1B) | $337M | 6 | 6 | 3 | 03/27/2025 | ☆ | |
| 10016 | Journey Financial Group, Inc. CRD 123565 | Buffalo Grove, IL | Wealth Manager · Small ($100M–$1B) | $336M | 330 | 915 | 7 | 03/24/2026 | ☆ |
| 10017 | Adg Wealth Management Group, Llc CRD 132341 | Metairie, LA | Wealth Manager · Small ($100M–$1B) | $336M | 569 | 1,553 | 4 | 02/25/2026 | ☆ |
| 10018 | Rps Retirement Plan Advisors CRD 319220 | Austin, TX | Insurance-Affiliated · Small ($100M–$1B) | $336M | 31 | 31 | 3 | 04/29/2026 | ☆ |
| 10019 | Colony Capital Investment Advisors, Llc CRD 175506 | Boca Raton, FL | Private Fund Manager · Small ($100M–$1B) | $336M | 5 | 5 | 86 | 05/01/2026 | ☆ |
| 10020 | Capital Ideas, Llc CRD 114352 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $336M | 96 | 270 | 5 | 03/30/2026 | ☆ |
| 10021 | Agate Pass Investment Management, Llc CRD 155049 | Bainbridge Island, WA | Wealth Manager · Small ($100M–$1B) | $336M | 124 | 320 | 5 | 03/03/2026 | ☆ |
| 10022 | Loon Lake Capital Management Lp CRD 339830 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $336M | 3 | 3 | 6 | 04/30/2026 | ☆ |
| 10023 | Cogent Strategic Wealth Llc CRD 152715 | Chicago, IL | Wealth Manager · Small ($100M–$1B) | $336M | 102 | 446 | 4 | 03/12/2026 | ☆ |
| 10024 | N CRD 341093 | Private Fund Manager · Small ($100M–$1B) | $336M | 4 | 4 | 14 | 06/30/2026 | ☆ | |
| 10025 | Bennett Selby Investments Limited Partnership CRD 137075 | Wealth Manager · Small ($100M–$1B) | $336M | 97 | 447 | 3 | 03/09/2026 | ☆ | |
| 10026 | Shared Vision Wealth Group, Llc CRD 325000 | Wealth Manager · Small ($100M–$1B) | $336M | 192 | 622 | 3 | 03/03/2026 | ☆ | |
| 10027 | Peachtree Investment Partners, Llc CRD 142839 | Wealth Manager · Small ($100M–$1B) | $336M | 263 | 490 | 2 | 03/27/2026 | ☆ | |
| 10028 | Cross Rapids Capital Lp CRD 313143 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $336M | 4 | 4 | 7 | 03/25/2026 | ☆ |
| 10029 | First Dallas Securities, Inc. CRD 24549 | Dallas, TX | Broker-Dealer (Dually Registered) · Small ($100M–$1B) | $336M | 266 | 266 | 20 | 10/31/2025 | ☆ |
| 10030 | Apricus Wealth Llc CRD 306239 | Beaufort, SC | Wealth Manager · Small ($100M–$1B) | $336M | 100 | 255 | 6 | 02/20/2026 | ☆ |
| 10031 | Mid American Wealth Advisory Group Inc. CRD 301621 | Kansas City, MO | Insurance-Affiliated · Small ($100M–$1B) | $336M | 958 | 2,191 | 21 | 03/27/2026 | ☆ |
| 10032 | Seix Clo Management Llc CRD 285354 | Park Ridge, NJ | Private Fund Manager · Small ($100M–$1B) | $336M | 2 | 2 | 12 | 04/28/2026 | ☆ |
| 10033 | N CRD 153350 | Wealth Manager · Small ($100M–$1B) | $335M | 242 | 759 | 6 | 01/20/2026 | ☆ | |
| 10034 | N CRD 109675 | Wealth Manager · Small ($100M–$1B) | $335M | 56 | 202 | 5 | 02/04/2025 | ☆ | |
| 10035 | Personal Financial Profiles Inc CRD 109327 | Coral Springs, FL | Wealth Manager · Small ($100M–$1B) | $335M | 229 | 369 | 2 | 02/11/2026 | ☆ |
| 10036 | The Menard Financial Group, Llc CRD 299404 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $335M | 128 | 354 | 3 | 05/01/2026 | ☆ |
| 10037 | Cion Grosvenor Management, Llc CRD 330199 | New York, NY | Mutual Fund / Asset Manager · Small ($100M–$1B) | $335M | 2 | 2 | 5 | 03/31/2026 | ☆ |
| 10038 | Bvp Management Company, Llc CRD 307029 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $335M | 10 | 10 | 8 | 03/30/2026 | ☆ |
| 10039 | Trisperity Advisors, Llc CRD 142438 | Katy, TX | Wealth Manager · Small ($100M–$1B) | $335M | 264 | 825 | 2 | 03/27/2026 | ☆ |
| 10040 | Arwa Llc CRD 337220 | Fort Worth, TX | Wealth Manager · Small ($100M–$1B) | $335M | 383 | 1,352 | 7 | 05/20/2026 | ☆ |
| 10041 | N CRD 152078 | Private Fund Manager · Small ($100M–$1B) | $335M | 14 | 15 | 4 | 04/29/2025 | ☆ | |
| 10042 | Pillsbury Lake Capital, Llc CRD 328282 | Private Fund Manager · Small ($100M–$1B) | $335M | 4 | 4 | 4 | 04/29/2026 | ☆ | |
| 10043 | Gotham Green Partners, Llc CRD 288771 | Santa Monica, CA | Private Fund Manager · Small ($100M–$1B) | $335M | 13 | 13 | 10 | 03/31/2026 | ☆ |
| 10044 | Abra Capital Management, Lp CRD 323353 | San Francisco, CA | Investment Adviser · Small ($100M–$1B) | $335M | 277 | 277 | 40 | 03/31/2026 | ☆ |
| 10045 | Molly B Investment Group Llc CRD 150555 | Marietta, GA | Insurance-Affiliated · Small ($100M–$1B) | $335M | 308 | 628 | 2 | 03/24/2026 | ☆ |
| 10046 | Weik Capital Management, Inc CRD 107068 | Wyomissing, PA | Wealth Manager · Small ($100M–$1B) | $335M | 195 | 195 | 8 | 03/27/2026 | ☆ |
| 10047 | Wealthharbor Capital Group, Llc CRD 118614 | Metairie, LA | Institutional / Pension Advisor · Small ($100M–$1B) | $335M | 252 | 374 | 9 | 03/25/2026 | ☆ |
| 10048 | Neuberger Berman Loan Advisers Europe Ii Lp CRD 337854 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $335M | 1 | 1 | 3 | 03/31/2026 | ☆ |
| 10049 | Ginjer Am CRD 174097 | Paris | Investment Adviser · Small ($100M–$1B) | $335M | 35 | 2 | 7 | 03/24/2026 | ☆ |
| 10050 | North Run Capital, Lp CRD 157922 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $335M | 4 | 4 | 4 | 07/07/2026 | ☆ |