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 |
|---|---|---|---|---|---|---|---|---|---|
| 10701 | Lineage Point Capital Lp CRD 338216 | Private Fund Manager · Small ($100M–$1B) | $295M | 1 | 1 | 3 | 03/04/2026 | ☆ | |
| 10702 | Wall Capital Group, Inc. CRD 105913 | Phoenix, AZ | Investment Adviser · Small ($100M–$1B) | $295M | 799 | 1,487 | 5 | 04/20/2026 | ☆ |
| 10703 | Bright Futures Wealth Management, Llc CRD 284920 | Webster, NY | Wealth Manager · Small ($100M–$1B) | $295M | 885 | 1,401 | 14 | 04/22/2026 | ☆ |
| 10704 | Brizo Capital, Lp CRD 298102 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $294M | 1 | 3 | 1 | 03/26/2026 | ☆ |
| 10705 | Buildgroup Management, Llc CRD 289150 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $294M | 4 | 4 | 5 | 06/30/2026 | ☆ |
| 10706 | Estate Management Counselors,Llc CRD 126624 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $294M | 355 | 1,018 | 4 | 03/05/2026 | ☆ |
| 10707 | Christensen, King & Associates Investment Services, Inc. CRD 116556 | Richland, WA | Wealth Manager · Small ($100M–$1B) | $294M | 540 | 1,033 | 10 | 03/19/2026 | ☆ |
| 10708 | Baugh & Associates, Llc CRD 136342 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $294M | 161 | 437 | 4 | 03/20/2026 | ☆ |
| 10709 | A.R.T. Advisors, Llc CRD 161643 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $294M | 2 | 2 | 30 | 03/27/2026 | ☆ |
| 10710 | Eagle Bluffs Wealth Management Llc CRD 306311 | Columbia, MO | Wealth Manager · Small ($100M–$1B) | $294M | 165 | 550 | 5 | 03/10/2026 | ☆ |
| 10711 | M.C. Byrd Wealth Management, Llc CRD 151070 | Bellville, TX | Wealth Manager · Small ($100M–$1B) | $294M | 557 | 967 | 5 | 03/25/2026 | ☆ |
| 10712 | Plus Capital Management, L.L.C. CRD 167459 | Venice, CA | Private Fund Manager · Small ($100M–$1B) | $294M | 15 | 15 | 9 | 03/30/2026 | ☆ |
| 10713 | N CRD 150200 | Wealth Manager · Small ($100M–$1B) | $294M | 194 | 194 | 4 | 04/03/2025 | ☆ | |
| 10714 | Mdt Financial Advisors, Llc CRD 340925 | Webster, TX | Wealth Manager · Small ($100M–$1B) | $294M | 331 | 644 | 7 | 06/26/2026 | ☆ |
| 10715 | Generative Investment Partners Lp CRD 312473 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $294M | 10 | 10 | 4 | 03/31/2026 | ☆ |
| 10716 | Sherwood Financial Partners, Llc CRD 301329 | Westlake Village, CA | Wealth Manager · Small ($100M–$1B) | $294M | 88 | 207 | 6 | 04/30/2026 | ☆ |
| 10717 | Project Level Management Company, Llc CRD 335704 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $294M | 4 | 4 | 50 | 04/01/2026 | ☆ |
| 10718 | Resolute Wealth Advisor, Inc. CRD 290349 | Findlay, OH | Wealth Manager · Small ($100M–$1B) | $294M | 816 | 816 | 4 | 06/23/2026 | ☆ |
| 10719 | Nuclo Wealth Llc CRD 317730 | Houston, TX | Investment Adviser · Small ($100M–$1B) | $294M | 72 | 69 | 8 | 03/27/2026 | ☆ |
| 10720 | Copperplate Capital Llc CRD 174528 | Menlo Park, CA | Private Fund Manager · Small ($100M–$1B) | $294M | 3 | 3 | 2 | 03/31/2026 | ☆ |
| 10721 | Nextgen Growth Partners, Llc CRD 285024 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $294M | 8 | 8 | 15 | 03/30/2026 | ☆ |
| 10722 | Newmile Capital Llc CRD 333726 | Private Fund Manager · Small ($100M–$1B) | $294M | 10 | 10 | 5 | 06/12/2026 | ☆ | |
| 10723 | Enright, Mollin, Cascio & Ramusevic, Inc. CRD 106574 | Elmhurst, NY | Wealth Manager · Small ($100M–$1B) | $294M | 111 | 245 | 3 | 03/05/2026 | ☆ |
| 10724 | Private Portfolios, Inc. CRD 111905 | San Mateo, CA | Wealth Manager · Small ($100M–$1B) | $293M | 267 | 454 | 3 | 01/15/2026 | ☆ |
| 10725 | Trademark Financial Management, Llc CRD 116543 | Bloomington, MN | Wealth Manager · Small ($100M–$1B) | $293M | 458 | 923 | 5 | 03/09/2026 | ☆ |
| 10726 | Tate Wealth Management CRD 120938 | Sacramento, CA | Wealth Manager · Small ($100M–$1B) | $293M | 145 | 396 | 4 | 04/24/2026 | ☆ |
| 10727 | Fiduciary Financial Partners, Llc CRD 156389 | Naperville, IL | Insurance-Affiliated · Small ($100M–$1B) | $293M | 220 | 829 | 6 | 08/04/2026 | ☆ |
| 10728 | Pelkonen And Associates Llc CRD 305933 | Melville, NY | Wealth Manager · Small ($100M–$1B) | $293M | 317 | 906 | 4 | 03/13/2026 | ☆ |
| 10729 | Greenwich Advisors, Llc CRD 165892 | Greenwich, CT | Wealth Manager · Small ($100M–$1B) | $293M | 72 | 211 | 4 | 07/09/2026 | ☆ |
| 10730 | Masterton Capital Management, Lp CRD 308917 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $293M | 3 | 3 | 3 | 03/26/2026 | ☆ |
| 10731 | 22 V Asset Management Llc CRD 323898 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $293M | 4 | 4 | 11 | 03/25/2026 | ☆ |
| 10732 | Blueprint Partners Llc CRD 312902 | Traverse City, MI | Wealth Manager · Small ($100M–$1B) | $293M | 337 | 337 | 4 | 02/09/2026 | ☆ |
| 10733 | Kilterhowling Llc CRD 169684 | Boulder, CO | Wealth Manager · Small ($100M–$1B) | $293M | 207 | 621 | 4 | 03/24/2026 | ☆ |
| 10734 | Renaissance Venture Capital Management, Inc. CRD 162268 | Ann Arbor, MI | Private Fund Manager · Small ($100M–$1B) | $293M | 5 | 5 | 4 | 01/27/2026 | ☆ |
| 10735 | Hemming& Wealth Management, Inc. CRD 300918 | Traverse City, MI | Wealth Manager · Small ($100M–$1B) | $293M | 446 | 1,614 | 9 | 06/05/2026 | ☆ |
| 10736 | Whitebark Investors Lp CRD 331803 | Incline Village, NV | Private Fund Manager · Small ($100M–$1B) | $292M | 5 | 5 | 6 | 05/27/2026 | ☆ |
| 10737 | Hamilton Robinson Llc CRD 162590 | Stamford, CT | Private Fund Manager · Small ($100M–$1B) | $292M | 12 | 12 | 10 | 07/28/2026 | ☆ |
| 10738 | Cornerstone Financial Group,Llc CRD 129246 | Omaha, NE | Wealth Manager · Small ($100M–$1B) | $292M | 349 | 950 | 7 | 06/08/2026 | ☆ |
| 10739 | Ec Ventures V Llc CRD 340444 | Colorado Springs, CO | Wealth Manager · Small ($100M–$1B) | $292M | 206 | 527 | 8 | 07/10/2026 | ☆ |
| 10740 | Luken Investment Analytics, Llc CRD 169008 | Brentwood, TN | Wealth Manager · Small ($100M–$1B) | $292M | 267 | 664 | 6 | 05/21/2026 | ☆ |
| 10741 | Apex Strategic Wealth, Llc CRD 308569 | Chattanooga, TN | Insurance-Affiliated · Small ($100M–$1B) | $292M | 604 | 1,328 | 8 | 08/04/2026 | ☆ |
| 10742 | Cassady Wealth & Retirement Planning L.L.C. CRD 309710 | Henderson, NV | Wealth Manager · Small ($100M–$1B) | $292M | 455 | 685 | 5 | 07/10/2026 | ☆ |
| 10743 | N CRD 317867 | Wealth Manager · Small ($100M–$1B) | $292M | 319 | 998 | 2 | 03/13/2026 | ☆ | |
| 10744 | Sempolinski, William John CRD 338120 | Easton, MA | Wealth Manager · Small ($100M–$1B) | $292M | 290 | 750 | 3 | 07/31/2026 | ☆ |
| 10745 | Efinancial Alliance, Llc CRD 161352 | Franklin, TN | Wealth Manager · Small ($100M–$1B) | $292M | 212 | 873 | 5 | 04/16/2026 | ☆ |
| 10746 | Jmn Financial, Llc CRD 316673 | Wealth Manager · Small ($100M–$1B) | $292M | 139 | 399 | 2 | 03/17/2026 | ☆ | |
| 10747 | Long Island Wealth Management, Inc. CRD 173363 | Melville, NY | Wealth Manager · Small ($100M–$1B) | $292M | 125 | 487 | 1 | 04/02/2026 | ☆ |
| 10748 | Madden Advisory Services, Inc. CRD 112607 | Jacksonville, FL | Wealth Manager · Small ($100M–$1B) | $292M | 335 | 846 | 5 | 05/28/2026 | ☆ |
| 10749 | Dudley Capital Management Llc CRD 282958 | Middleburg, VA | Wealth Manager · Small ($100M–$1B) | $292M | 110 | 357 | 3 | 04/28/2026 | ☆ |
| 10750 | Mcnaughton Wealth Management, Llc CRD 300330 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $292M | 240 | 944 | 6 | 03/31/2026 | ☆ |