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 |
|---|---|---|---|---|---|---|---|---|---|
| 10251 | Price Capital Management, Inc. CRD 157871 | Private Fund Manager · Small ($100M–$1B) | $321M | 5 | 5 | 4 | 03/04/2026 | ☆ | |
| 10252 | Asset Preservation Group Inc CRD 108150 | Grapevine, TX | Wealth Manager · Small ($100M–$1B) | $321M | 330 | 1,179 | 4 | 03/25/2026 | ☆ |
| 10253 | Advisors Financial, Inc. CRD 144837 | Mclean, VA | Wealth Manager · Small ($100M–$1B) | $321M | 225 | 723 | 7 | 06/30/2026 | ☆ |
| 10254 | Strategic Financial Partners, Ltd CRD 148858 | Insurance-Affiliated · Small ($100M–$1B) | $321M | 360 | 902 | 7 | 03/13/2026 | ☆ | |
| 10255 | Minerva Advisors Llc CRD 161408 | Bala Cynwyd, PA | Private Fund Manager · Small ($100M–$1B) | $321M | 7 | 7 | 4 | 03/27/2026 | ☆ |
| 10256 | Toomey Investment Management, Inc CRD 127346 | Wallingford, CT | Insurance-Affiliated · Small ($100M–$1B) | $321M | 1,302 | 871 | 3 | 01/27/2026 | ☆ |
| 10257 | Founder Family Financial, Llc CRD 171978 | Austin, TX | Wealth Manager · Small ($100M–$1B) | $321M | 123 | 302 | 3 | 02/24/2026 | ☆ |
| 10258 | Meadowbrook Advisors Group, Llc CRD 337223 | Wealth Manager · Small ($100M–$1B) | $321M | 142 | 454 | 4 | 03/20/2026 | ☆ | |
| 10259 | Off The Chain Capital, Llc CRD 309867 | Private Fund Manager · Small ($100M–$1B) | $321M | 2 | 2 | 5 | 03/17/2026 | ☆ | |
| 10260 | Meros Investment Management, Lp CRD 305152 | Dallas, TX | Institutional / Pension Advisor · Small ($100M–$1B) | $321M | 4 | 4 | 10 | 07/06/2026 | ☆ |
| 10261 | Hw Capital Llc CRD 298731 | Santa Monica, CA | Multi-Family Office · Small ($100M–$1B) | $321M | 6 | 29 | 2 | 03/30/2026 | ☆ |
| 10262 | Sentinel Advisory Group, Llc CRD 338121 | Middleton, WI | Wealth Manager · Small ($100M–$1B) | $321M | 381 | 1,089 | 10 | 03/02/2026 | ☆ |
| 10263 | Awm Financial Services Inc. CRD 144351 | The Woodlands, TX | Wealth Manager · Small ($100M–$1B) | $321M | 209 | 2,700 | 19 | 03/20/2026 | ☆ |
| 10264 | 1 North Wealth Services, Llc CRD 115948 | Annapolis, MD | Wealth Manager · Small ($100M–$1B) | $320M | 222 | 662 | 6 | 03/27/2026 | ☆ |
| 10265 | Wsc & Company, Llc CRD 289138 | Charlotte, NC | Private Fund Manager · Small ($100M–$1B) | $320M | 4 | 4 | 6 | 05/07/2026 | ☆ |
| 10266 | Robasciotti & Associates , Inc. CRD 151411 | Mutual Fund / Asset Manager · Small ($100M–$1B) | $320M | 4 | 5 | 17 | 07/07/2026 | ☆ | |
| 10267 | Elevate Wealth Management, Llc CRD 336710 | Sheridan, WY | Wealth Manager · Small ($100M–$1B) | $320M | 291 | 638 | 5 | 05/14/2026 | ☆ |
| 10268 | Alhambra Investment Management Llc CRD 138537 | Palmetto Bay, FL | Wealth Manager · Small ($100M–$1B) | $320M | 202 | 533 | 5 | 06/24/2026 | ☆ |
| 10269 | Wynn Capital Llc CRD 281291 | Augusta, GA | Wealth Manager · Small ($100M–$1B) | $320M | 301 | 832 | 4 | 04/22/2026 | ☆ |
| 10270 | Sawyer & Co Inc CRD 112849 | Boston, MA | Wealth Manager · Small ($100M–$1B) | $320M | 226 | 232 | 4 | 06/01/2026 | ☆ |
| 10271 | Vista Finance, Llc CRD 312082 | Clayton, MO | Wealth Manager · Small ($100M–$1B) | $320M | 98 | 453 | 5 | 03/27/2026 | ☆ |
| 10272 | Secura Financial, Llc CRD 137324 | Orange, CA | Wealth Manager · Small ($100M–$1B) | $320M | 681 | 1,242 | 9 | 07/24/2026 | ☆ |
| 10273 | Lantern Wealth Advisors, Llc CRD 147420 | Melville, NY | Wealth Manager · Small ($100M–$1B) | $320M | 188 | 398 | 26 | 05/13/2026 | ☆ |
| 10274 | Kaname Capital, L.P. CRD 300565 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $320M | 2 | 2 | 5 | 04/20/2026 | ☆ |
| 10275 | Alpha Wealth Management And Planning Llc CRD 163917 | Novato, CA | Wealth Manager · Small ($100M–$1B) | $320M | 480 | 1,417 | 8 | 08/03/2026 | ☆ |
| 10276 | Atomic Invest Llc CRD 313255 | New York, NY | Endowment & Foundation Advisor · Small ($100M–$1B) | $320M | 10,563 | 10,563 | 21 | 08/06/2026 | ☆ |
| 10277 | Wealthview Capital, Llc CRD 149476 | Jackson, MS | Wealth Manager · Small ($100M–$1B) | $319M | 193 | 545 | 9 | 06/09/2026 | ☆ |
| 10278 | Arroyo Investment Group, Llc CRD 130243 | Pasadena, CA | Wealth Manager · Small ($100M–$1B) | $319M | 337 | 995 | 8 | 06/22/2026 | ☆ |
| 10279 | Optivest, Inc. CRD 137070 | San Juan Capistrano, CA | Wealth Manager · Small ($100M–$1B) | $319M | 108 | 422 | 4 | 03/30/2026 | ☆ |
| 10280 | Hamilton Square Partners Management, Lp CRD 338881 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $319M | 6 | 6 | 5 | 05/14/2026 | ☆ |
| 10281 | Theory Financial Llc CRD 304084 | Fort Collins, CO | Wealth Manager · Small ($100M–$1B) | $319M | 252 | 676 | 3 | 03/04/2026 | ☆ |
| 10282 | Promontory Financial Planning, Llc CRD 153666 | Farmington, UT | Insurance-Affiliated · Small ($100M–$1B) | $319M | 570 | 570 | 12 | 02/20/2026 | ☆ |
| 10283 | Remedium Capital Partners, Llc CRD 340302 | West Palm Beach, FL | Investment Adviser · Small ($100M–$1B) | $319M | 1 | 1 | 1 | 05/21/2026 | ☆ |
| 10284 | N CRD 281616 | Wealth Manager · Small ($100M–$1B) | $319M | 187 | 821 | 5 | 06/11/2025 | ☆ | |
| 10285 | Valuewealth Services, Llc CRD 304049 | Annapolis, MD | Insurance-Affiliated · Small ($100M–$1B) | $319M | 420 | 1,144 | 4 | 06/22/2026 | ☆ |
| 10286 | Antoine Williams & Associates Wealth Management, Llc CRD 312253 | Shelburne, VT | Wealth Manager · Small ($100M–$1B) | $319M | 324 | 993 | 3 | 06/23/2026 | ☆ |
| 10287 | Breen Wealth Management, Llc CRD 286513 | Petaluma, CA | Wealth Manager · Small ($100M–$1B) | $319M | 178 | 626 | 3 | 07/07/2026 | ☆ |
| 10288 | Phillip B. White Co., Inc. CRD 300623 | San Luis Obispo, CA | Wealth Manager · Small ($100M–$1B) | $319M | 246 | 587 | 2 | 03/31/2026 | ☆ |
| 10289 | Investments & Financial Planning, Llc CRD 164333 | Lexington, KY | Wealth Manager · Small ($100M–$1B) | $319M | 751 | 1,780 | 6 | 02/27/2026 | ☆ |
| 10290 | Goldentree Asset Management Credit Advisor Llc CRD 288841 | New York, NY | Mutual Fund / Asset Manager · Small ($100M–$1B) | $319M | 1 | 1 | 320 | 04/23/2026 | ☆ |
| 10291 | General Partner, Inc. CRD 302070 | Endowment & Foundation Advisor · Small ($100M–$1B) | $318M | 4 | 4 | 1 | 01/20/2026 | ☆ | |
| 10292 | Jbr Co. Financial Management Inc. CRD 117600 | Ardmore, OK | Wealth Manager · Small ($100M–$1B) | $318M | 717 | 1,400 | 5 | 04/06/2026 | ☆ |
| 10293 | Plagens & Taylor Wealth Management, Llc CRD 335178 | San Angelo, TX | Wealth Manager · Small ($100M–$1B) | $318M | 389 | 389 | 6 | 03/26/2026 | ☆ |
| 10294 | Impact Investors, Inc. CRD 289028 | Insurance-Affiliated · Small ($100M–$1B) | $318M | 240 | 769 | 9 | 08/05/2026 | ☆ | |
| 10295 | Model Wealth , Inc. CRD 299798 | Wealth Manager · Small ($100M–$1B) | $318M | 159 | 622 | 5 | 05/05/2026 | ☆ | |
| 10296 | Tribune Investment Group Lp CRD 329330 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $318M | 3 | 3 | 4 | 03/16/2026 | ☆ |
| 10297 | Bayforest Capital Limited CRD 312969 | London | Private Fund Manager · Small ($100M–$1B) | $318M | 6 | 3 | 20 | 06/15/2026 | ☆ |
| 10298 | Openair Financial, Llc CRD 300362 | Southlake, TX | Wealth Manager · Small ($100M–$1B) | $318M | 860 | 1,212 | 7 | 06/16/2026 | ☆ |
| 10299 | Catherine Avery Investment Management Llc CRD 144946 | Longboat Key, FL | Investment Adviser · Small ($100M–$1B) | $318M | 80 | 754 | 4 | 04/24/2026 | ☆ |
| 10300 | Carlson Financial, Inc. CRD 335831 | Canby, OR | Wealth Manager · Small ($100M–$1B) | $318M | 834 | 1,884 | 8 | 04/08/2026 | ☆ |