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 |
|---|---|---|---|---|---|---|---|---|---|
| 10101 | Dibenedetto & Associates Ltd CRD 108092 | Loves Park, IL | Insurance-Affiliated · Small ($100M–$1B) | $333M | 321 | 640 | 3 | 03/25/2026 | ☆ |
| 10102 | Fields Gottscho Capital Management Llc CRD 136069 | Charlottesville, VA | Wealth Manager · Small ($100M–$1B) | $333M | 84 | 184 | 4 | 03/10/2026 | ☆ |
| 10103 | Outwing, Llc CRD 322444 | Multi-Family Office · Small ($100M–$1B) | $333M | 21 | 101 | 4 | 08/26/2026 | ☆ | |
| 10104 | Blackston's Financial Advisory Group, Llc CRD 291380 | The Villages, FL | Wealth Manager · Small ($100M–$1B) | $333M | 947 | 1,832 | 17 | 03/31/2026 | ☆ |
| 10105 | Laurus Global Equity Management Inc. CRD 317604 | Toronto | Investment Adviser · Small ($100M–$1B) | $333M | 23 | 23 | 7 | 03/19/2026 | ☆ |
| 10106 | American Fundstars Financial Group Llc CRD 315860 | Irvine, CA | Insurance-Affiliated · Small ($100M–$1B) | $333M | 463 | 489 | 14 | 12/25/2025 | ☆ |
| 10107 | Collab+Currency Management, Llc CRD 309133 | Private Fund Manager · Small ($100M–$1B) | $332M | 6 | 6 | 8 | 03/30/2026 | ☆ | |
| 10108 | Fall Line Capital, Llc CRD 283625 | San Mateo, CA | Private Fund Manager · Small ($100M–$1B) | $332M | 4 | 4 | 12 | 04/29/2026 | ☆ |
| 10109 | Curry Webb Wealth Management Llc CRD 168692 | Indianapolis, IN | Wealth Manager · Small ($100M–$1B) | $332M | 397 | 836 | 6 | 08/20/2026 | ☆ |
| 10110 | Oliveira Wealth, Llc CRD 315326 | Modesto, CA | Wealth Manager · Small ($100M–$1B) | $332M | 1,032 | 1,032 | 4 | 06/17/2026 | ☆ |
| 10111 | Central Pine Capital, Llc CRD 322281 | Cedarhurst, NY | Multi-Family Office · Small ($100M–$1B) | $332M | 30 | 30 | 5 | 05/13/2026 | ☆ |
| 10112 | Phoenician Resources Fund Sponsor, Llc CRD 304953 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $332M | 3 | 3 | 6 | 03/30/2026 | ☆ |
| 10113 | Gridline Advisors, Llc CRD 317336 | Atlanta, GA | Private Fund Manager · Small ($100M–$1B) | $332M | 44 | 44 | 24 | 06/11/2026 | ☆ |
| 10114 | Delta Accumulation, Llc CRD 286434 | Sausalito, CA | Multi-Family Office · Small ($100M–$1B) | $332M | 8 | 7 | 3 | 03/30/2026 | ☆ |
| 10115 | Nokota Management, Lp CRD 159004 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $332M | 2 | 2 | 1 | 07/21/2025 | ☆ |
| 10116 | Solano Wealth Investment Advisors, Llc CRD 322037 | Fairfield, CA | Wealth Manager · Small ($100M–$1B) | $332M | 456 | 740 | 7 | 02/09/2026 | ☆ |
| 10117 | Opus Investment Management Llc CRD 163262 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $332M | 4 | 21 | 8 | 03/31/2026 | ☆ |
| 10118 | Gen Financial Management Inc. CRD 110179 | Plymouth, MN | Wealth Manager · Small ($100M–$1B) | $332M | 246 | 1,170 | 3 | 02/20/2026 | ☆ |
| 10119 | The Hogan Knotts Financial Group, Inc. CRD 106758 | Red Bank, NJ | Wealth Manager · Small ($100M–$1B) | $332M | 180 | 661 | 4 | 03/31/2026 | ☆ |
| 10120 | Oceanic Investment Management Limited CRD 160287 | Douglas | Private Fund Manager · Small ($100M–$1B) | $332M | 6 | 5 | 13 | 03/30/2026 | ☆ |
| 10121 | Bbjs Financial Advisors, Llc CRD 115969 | Seattle, WA | Wealth Manager · Small ($100M–$1B) | $332M | 90 | 84 | 3 | 03/27/2026 | ☆ |
| 10122 | Elios Financial Group, Inc. CRD 119873 | Westlake, OH | Insurance-Affiliated · Small ($100M–$1B) | $332M | 290 | 1,064 | 2 | 03/16/2026 | ☆ |
| 10123 | Corazon Group Llc CRD 285865 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $331M | 6 | 6 | 14 | 03/24/2026 | ☆ |
| 10124 | Rainier Family Wealth, Inc. CRD 332062 | Tacoma, WA | Wealth Manager · Small ($100M–$1B) | $331M | 113 | 446 | 5 | 06/17/2026 | ☆ |
| 10125 | Sectoral Asset Management Inc. CRD 110345 | Montreal, Quebec | Private Fund Manager · Small ($100M–$1B) | $331M | 7 | 8 | 20 | 05/06/2026 | ☆ |
| 10126 | 5 T Wealth, Llc CRD 112552 | Napa, CA | Wealth Manager · Small ($100M–$1B) | $331M | 297 | 533 | 4 | 08/05/2026 | ☆ |
| 10127 | The Mchugh Group, Llc CRD 119811 | Multi-Family Office · Small ($100M–$1B) | $331M | 30 | 167 | 1 | 03/12/2026 | ☆ | |
| 10128 | Charles Fish Investments, Inc. CRD 110445 | Irvine, CA | Wealth Manager · Small ($100M–$1B) | $331M | 42 | 46 | 5 | 07/03/2026 | ☆ |
| 10129 | Cambridge Financial Group, Inc. CRD 112254 | Columbus, OH | Wealth Manager · Small ($100M–$1B) | $331M | 318 | 318 | 6 | 03/19/2026 | ☆ |
| 10130 | Insight Folios Inc CRD 174411 | Charlotte, NC | Wealth Manager · Small ($100M–$1B) | $331M | 1,228 | 2,223 | 15 | 03/19/2026 | ☆ |
| 10131 | Yoder Wealth Management, Inc. CRD 291826 | Walnut Creek, CA | Wealth Manager · Small ($100M–$1B) | $331M | 74 | 341 | 2 | 01/07/2026 | ☆ |
| 10132 | Copley Financial Group, Inc. CRD 283070 | San Diego, CA | Insurance-Affiliated · Small ($100M–$1B) | $331M | 2,690 | 2,690 | 8 | 07/13/2026 | ☆ |
| 10133 | The Nestegg Group, Inc. CRD 118419 | Lincolnwood, IL | Wealth Manager · Small ($100M–$1B) | $331M | 187 | 746 | 3 | 09/02/2026 | ☆ |
| 10134 | Bernardi Asset Management, Llc CRD 120110 | Northfield, IL | Investment Adviser · Small ($100M–$1B) | $331M | 69 | 146 | 22 | 11/19/2025 | ☆ |
| 10135 | Edgeworth Capital Pty Ltd CRD 335630 | Bondi Junction, New South Wales | Investment Adviser · Small ($100M–$1B) | $331M | 7 | 7 | 4 | 03/27/2026 | ☆ |
| 10136 | Vigilare Wealth Management Llc CRD 157663 | Scottsdale, AZ | Insurance-Affiliated · Small ($100M–$1B) | $331M | 157 | 452 | 6 | 03/27/2026 | ☆ |
| 10137 | Sandstone Asset Management Inc. CRD 152742 | Calgary | Wealth Manager · Small ($100M–$1B) | $331M | 129 | 129 | 10 | 06/22/2026 | ☆ |
| 10138 | Hazoor Partners, Llc CRD 289744 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $331M | 7 | 7 | 10 | 03/24/2026 | ☆ |
| 10139 | General Innovation Capital, Llc CRD 331306 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $331M | 1 | 1 | 8 | 05/28/2026 | ☆ |
| 10140 | Signature Equity Partners, Llc CRD 327455 | Columbus, OH | Wealth Manager · Small ($100M–$1B) | $331M | 1,056 | 1,714 | 38 | 03/12/2026 | ☆ |
| 10141 | Lynch Asset Management, Inc. CRD 159938 | Multi-Family Office · Small ($100M–$1B) | $331M | 12 | 23 | 3 | 02/19/2026 | ☆ | |
| 10142 | Essex Private Wealth Management Llc CRD 149991 | Topsfield, MA | Wealth Manager · Small ($100M–$1B) | $331M | 216 | 797 | 6 | 06/11/2026 | ☆ |
| 10143 | Dustin Blodgett Insight Capital, Llc CRD 314558 | Concord, CA | Wealth Manager · Small ($100M–$1B) | $331M | 343 | 883 | 5 | 02/13/2026 | ☆ |
| 10144 | Uniplan Investment Counsel, Inc. CRD 154718 | Milwaukee, WI | Wealth Manager · Small ($100M–$1B) | $330M | 437 | 437 | 11 | 05/15/2026 | ☆ |
| 10145 | Broadview Management, Llc CRD 334073 | St. Louis, MO | Private Fund Manager · Small ($100M–$1B) | $330M | 4 | 4 | 31 | 07/31/2026 | ☆ |
| 10146 | Cypress Capital Wealth Management, Llc CRD 312340 | Ann Arbor, MI | Investment Adviser · Small ($100M–$1B) | $330M | 106 | 106 | 4 | 03/04/2026 | ☆ |
| 10147 | Claris Financial, Llc CRD 168503 | Glen Allen, VA | Wealth Manager · Small ($100M–$1B) | $330M | 599 | 1,038 | 8 | 03/30/2026 | ☆ |
| 10148 | Welton Investment Partners Llc CRD 172452 | Carmel, CA | Private Fund Manager · Small ($100M–$1B) | $330M | 10 | 7 | 18 | 08/28/2026 | ☆ |
| 10149 | Dai Wealth, Llc CRD 138938 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $330M | 1,537 | 2,048 | 40 | 03/30/2026 | ☆ |
| 10150 | Mai, Inc. CRD 107337 | Lexington, KY | Wealth Manager · Small ($100M–$1B) | $330M | 384 | 384 | 6 | 03/25/2026 | ☆ |