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 |
|---|---|---|---|---|---|---|---|---|---|
| 10701 | The Yanker Group, Inc. CRD 281364 | Manchester, MO | Wealth Manager · Small ($100M–$1B) | $296M | 479 | 732 | 4 | 03/09/2026 | ☆ |
| 10702 | Letson Investment Management, Inc. CRD 125830 | Wealth Manager · Small ($100M–$1B) | $296M | 105 | 105 | 2 | 03/19/2026 | ☆ | |
| 10703 | Austin Money Management Corporation CRD 302038 | Austin, TX | Wealth Manager · Small ($100M–$1B) | $296M | 83 | 276 | 2 | 05/26/2026 | ☆ |
| 10704 | Alpha Capital Family Office, Llc CRD 307521 | Greenwood Village, CO | Multi-Family Office · Small ($100M–$1B) | $296M | 147 | 535 | 15 | 09/22/2026 | ☆ |
| 10705 | Palatine Hill, Llc CRD 305619 | Birmingham, MI | Wealth Manager · Small ($100M–$1B) | $296M | 288 | 1,426 | 5 | 06/24/2026 | ☆ |
| 10706 | Infusive Asset Management Inc. CRD 285765 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $296M | 3 | 3 | 10 | 03/27/2026 | ☆ |
| 10707 | Colbert Investment Management Co CRD 108642 | Miami, FL | Investment Adviser · Small ($100M–$1B) | $296M | 144 | 144 | 3 | 03/18/2026 | ☆ |
| 10708 | Commonwealth Asset Management Lp CRD 306098 | Los Angeles, CA | Private Fund Manager · Small ($100M–$1B) | $296M | 3 | 3 | 4 | 06/29/2026 | ☆ |
| 10709 | Golden Bay Advisors Llc CRD 166679 | Wealth Manager · Small ($100M–$1B) | $296M | 154 | 153 | 1 | 07/08/2026 | ☆ | |
| 10710 | Orchid Advisory, Llc CRD 327750 | Dallas, TX | Multi-Family Office · Small ($100M–$1B) | $296M | 15 | 84 | 4 | 06/30/2026 | ☆ |
| 10711 | 22 Nw, Lp CRD 230788 | Seattle, WA | Private Fund Manager · Small ($100M–$1B) | $296M | 1 | 1 | 6 | 03/13/2026 | ☆ |
| 10712 | Square Advisors, Llc CRD 160578 | London | Investment Adviser · Small ($100M–$1B) | $295M | 5 | 6 | 1 | 03/25/2026 | ☆ |
| 10713 | N CRD 322496 | Wealth Manager · Small ($100M–$1B) | $295M | 290 | 926 | 4 | 03/28/2025 | ☆ | |
| 10714 | Huber, Weakland & Associates, Inc. CRD 120745 | Ellicott City, MD | Insurance-Affiliated · Small ($100M–$1B) | $295M | 174 | 577 | 4 | 03/23/2026 | ☆ |
| 10715 | Union Heritage Capital CRD 309768 | Detroit, MI | Investment Adviser · Small ($100M–$1B) | $295M | 3 | 3 | 03/30/2026 | ☆ | |
| 10716 | Guild Capital Management Llc CRD 307569 | Private Fund Manager · Small ($100M–$1B) | $295M | 16 | 16 | 13 | 04/28/2026 | ☆ | |
| 10717 | Douglas Capital Management Inc CRD 106262 | Jacksonville, FL | Insurance-Affiliated · Small ($100M–$1B) | $295M | 112 | 279 | 4 | 03/16/2026 | ☆ |
| 10718 | N CRD 143816 | Wealth Manager · Small ($100M–$1B) | $295M | 927 | 1,628 | 9 | 03/27/2026 | ☆ | |
| 10719 | 345 Investment Advisory, Llc CRD 342120 | Scottsdale, AZ | Wealth Manager · Small ($100M–$1B) | $295M | 933 | 933 | 12 | 09/09/2026 | ☆ |
| 10720 | Trace Wealth Advisors, Llc CRD 317542 | Wealth Manager · Small ($100M–$1B) | $295M | 66 | 116 | 1 | 03/27/2026 | ☆ | |
| 10721 | Krane Financial Solutions, Llc CRD 153594 | Calabasas, CA | Wealth Manager · Small ($100M–$1B) | $295M | 180 | 588 | 4 | 03/10/2026 | ☆ |
| 10722 | Carpenter, Claydon Advisors, Inc. CRD 143516 | Maitland, FL | Wealth Manager · Small ($100M–$1B) | $295M | 249 | 404 | 3 | 03/04/2026 | ☆ |
| 10723 | Pilgrims Capital Advisors, Inc. CRD 121348 | Grandville, MI | Wealth Manager · Small ($100M–$1B) | $295M | 285 | 983 | 7 | 03/20/2026 | ☆ |
| 10724 | Illumen Capital Management, Llc CRD 305411 | Oakland, CA | Private Fund Manager · Small ($100M–$1B) | $295M | 6 | 6 | 10 | 03/31/2026 | ☆ |
| 10725 | Madison Park Capital Advisors, Llc CRD 172780 | Seattle, WA | Wealth Manager · Small ($100M–$1B) | $295M | 379 | 1,051 | 4 | 07/07/2026 | ☆ |
| 10726 | Lineage Point Capital Lp CRD 338216 | Private Fund Manager · Small ($100M–$1B) | $295M | 1 | 1 | 3 | 03/04/2026 | ☆ | |
| 10727 | Wall Capital Group, Inc. CRD 105913 | Phoenix, AZ | Investment Adviser · Small ($100M–$1B) | $295M | 799 | 1,487 | 5 | 04/20/2026 | ☆ |
| 10728 | Bright Futures Wealth Management, Llc CRD 284920 | Webster, NY | Wealth Manager · Small ($100M–$1B) | $295M | 885 | 1,401 | 14 | 04/22/2026 | ☆ |
| 10729 | Brizo Capital, Lp CRD 298102 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $294M | 1 | 3 | 1 | 03/26/2026 | ☆ |
| 10730 | Buildgroup Management, Llc CRD 289150 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $294M | 4 | 4 | 5 | 06/30/2026 | ☆ |
| 10731 | Estate Management Counselors,Llc CRD 126624 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $294M | 355 | 1,018 | 4 | 03/05/2026 | ☆ |
| 10732 | Christensen, King & Associates Investment Services, Inc. CRD 116556 | Richland, WA | Wealth Manager · Small ($100M–$1B) | $294M | 540 | 1,033 | 10 | 03/19/2026 | ☆ |
| 10733 | Baugh & Associates, Llc CRD 136342 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $294M | 161 | 437 | 4 | 03/20/2026 | ☆ |
| 10734 | A.R.T. Advisors, Llc CRD 161643 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $294M | 2 | 2 | 30 | 03/27/2026 | ☆ |
| 10735 | Eagle Bluffs Wealth Management Llc CRD 306311 | Columbia, MO | Wealth Manager · Small ($100M–$1B) | $294M | 165 | 550 | 5 | 03/10/2026 | ☆ |
| 10736 | M.C. Byrd Wealth Management, Llc CRD 151070 | Bellville, TX | Wealth Manager · Small ($100M–$1B) | $294M | 557 | 967 | 5 | 03/25/2026 | ☆ |
| 10737 | Plus Capital Management, L.L.C. CRD 167459 | Venice, CA | Private Fund Manager · Small ($100M–$1B) | $294M | 15 | 15 | 9 | 03/30/2026 | ☆ |
| 10738 | N CRD 150200 | Wealth Manager · Small ($100M–$1B) | $294M | 194 | 194 | 4 | 04/03/2025 | ☆ | |
| 10739 | Mdt Financial Advisors, Llc CRD 340925 | Webster, TX | Wealth Manager · Small ($100M–$1B) | $294M | 331 | 644 | 7 | 06/26/2026 | ☆ |
| 10740 | Generative Investment Partners Lp CRD 312473 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $294M | 10 | 10 | 4 | 03/31/2026 | ☆ |
| 10741 | Sherwood Financial Partners, Llc CRD 301329 | Westlake Village, CA | Wealth Manager · Small ($100M–$1B) | $294M | 88 | 207 | 6 | 04/30/2026 | ☆ |
| 10742 | Project Level Management Company, Llc CRD 335704 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $294M | 4 | 4 | 50 | 08/10/2026 | ☆ |
| 10743 | Resolute Wealth Advisor, Inc. CRD 290349 | Findlay, OH | Wealth Manager · Small ($100M–$1B) | $294M | 816 | 816 | 4 | 06/23/2026 | ☆ |
| 10744 | Nuclo Wealth Llc CRD 317730 | Houston, TX | Investment Adviser · Small ($100M–$1B) | $294M | 72 | 69 | 8 | 03/27/2026 | ☆ |
| 10745 | Copperplate Capital Llc CRD 174528 | Menlo Park, CA | Private Fund Manager · Small ($100M–$1B) | $294M | 3 | 3 | 2 | 03/31/2026 | ☆ |
| 10746 | Nextgen Growth Partners, Llc CRD 285024 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $294M | 8 | 8 | 15 | 03/30/2026 | ☆ |
| 10747 | Wisconsin Capital Management, Llc CRD 110394 | Madison, WI | Wealth Manager · Small ($100M–$1B) | $294M | 74 | 125 | 5 | 08/28/2026 | ☆ |
| 10748 | Newmile Capital Llc CRD 333726 | Private Fund Manager · Small ($100M–$1B) | $294M | 10 | 10 | 5 | 06/12/2026 | ☆ | |
| 10749 | Enright, Mollin, Cascio & Ramusevic, Inc. CRD 106574 | Elmhurst, NY | Wealth Manager · Small ($100M–$1B) | $294M | 111 | 245 | 3 | 03/05/2026 | ☆ |
| 10750 | Private Portfolios, Inc. CRD 111905 | San Mateo, CA | Wealth Manager · Small ($100M–$1B) | $293M | 267 | 454 | 3 | 09/02/2026 | ☆ |