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 |
|---|---|---|---|---|---|---|---|---|---|
| 10751 | Trademark Financial Management, Llc CRD 116543 | Bloomington, MN | Wealth Manager · Small ($100M–$1B) | $293M | 458 | 923 | 5 | 03/09/2026 | ☆ |
| 10752 | Tate Wealth Management CRD 120938 | Sacramento, CA | Wealth Manager · Small ($100M–$1B) | $293M | 145 | 396 | 4 | 04/24/2026 | ☆ |
| 10753 | Fiduciary Financial Partners, Llc CRD 156389 | Naperville, IL | Insurance-Affiliated · Small ($100M–$1B) | $293M | 220 | 829 | 6 | 09/16/2026 | ☆ |
| 10754 | Pelkonen And Associates Llc CRD 305933 | Melville, NY | Wealth Manager · Small ($100M–$1B) | $293M | 317 | 906 | 4 | 03/13/2026 | ☆ |
| 10755 | Greenwich Advisors, Llc CRD 165892 | Greenwich, CT | Wealth Manager · Small ($100M–$1B) | $293M | 72 | 211 | 4 | 07/09/2026 | ☆ |
| 10756 | Masterton Capital Management, Lp CRD 308917 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $293M | 3 | 3 | 3 | 03/26/2026 | ☆ |
| 10757 | 22 V Asset Management Llc CRD 323898 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $293M | 4 | 4 | 11 | 03/25/2026 | ☆ |
| 10758 | Blueprint Partners Llc CRD 312902 | Traverse City, MI | Wealth Manager · Small ($100M–$1B) | $293M | 337 | 337 | 4 | 02/09/2026 | ☆ |
| 10759 | Kilterhowling Llc CRD 169684 | Boulder, CO | Wealth Manager · Small ($100M–$1B) | $293M | 207 | 621 | 4 | 03/24/2026 | ☆ |
| 10760 | Renaissance Venture Capital Management, Inc. CRD 162268 | Ann Arbor, MI | Private Fund Manager · Small ($100M–$1B) | $293M | 5 | 5 | 4 | 01/27/2026 | ☆ |
| 10761 | Hemming& Wealth Management, Inc. CRD 300918 | Traverse City, MI | Wealth Manager · Small ($100M–$1B) | $293M | 446 | 1,614 | 9 | 06/05/2026 | ☆ |
| 10762 | Whitebark Investors Lp CRD 331803 | Incline Village, NV | Private Fund Manager · Small ($100M–$1B) | $292M | 5 | 5 | 6 | 05/27/2026 | ☆ |
| 10763 | Hamilton Robinson Llc CRD 162590 | Stamford, CT | Private Fund Manager · Small ($100M–$1B) | $292M | 12 | 12 | 10 | 07/28/2026 | ☆ |
| 10764 | Cornerstone Financial Group,Llc CRD 129246 | Omaha, NE | Wealth Manager · Small ($100M–$1B) | $292M | 349 | 950 | 7 | 06/08/2026 | ☆ |
| 10765 | Ec Ventures V Llc CRD 340444 | Colorado Springs, CO | Wealth Manager · Small ($100M–$1B) | $292M | 206 | 527 | 8 | 07/10/2026 | ☆ |
| 10766 | Luken Investment Analytics, Llc CRD 169008 | Brentwood, TN | Wealth Manager · Small ($100M–$1B) | $292M | 267 | 664 | 6 | 05/21/2026 | ☆ |
| 10767 | Apex Strategic Wealth, Llc CRD 308569 | Chattanooga, TN | Insurance-Affiliated · Small ($100M–$1B) | $292M | 604 | 1,328 | 8 | 08/04/2026 | ☆ |
| 10768 | Cassady Wealth & Retirement Planning L.L.C. CRD 309710 | Henderson, NV | Wealth Manager · Small ($100M–$1B) | $292M | 455 | 685 | 5 | 07/10/2026 | ☆ |
| 10769 | N CRD 317867 | Wealth Manager · Small ($100M–$1B) | $292M | 319 | 998 | 2 | 03/13/2026 | ☆ | |
| 10770 | Sempolinski, William John CRD 338120 | Easton, MA | Wealth Manager · Small ($100M–$1B) | $292M | 290 | 750 | 3 | 07/31/2026 | ☆ |
| 10771 | Efinancial Alliance, Llc CRD 161352 | Franklin, TN | Wealth Manager · Small ($100M–$1B) | $292M | 212 | 873 | 5 | 04/16/2026 | ☆ |
| 10772 | Jmn Financial, Llc CRD 316673 | Wealth Manager · Small ($100M–$1B) | $292M | 139 | 399 | 2 | 03/17/2026 | ☆ | |
| 10773 | Long Island Wealth Management, Inc. CRD 173363 | Wealth Manager · Small ($100M–$1B) | $292M | 125 | 487 | 1 | 09/24/2026 | ☆ | |
| 10774 | Madden Advisory Services, Inc. CRD 112607 | Jacksonville, FL | Wealth Manager · Small ($100M–$1B) | $292M | 335 | 846 | 5 | 05/28/2026 | ☆ |
| 10775 | Dudley Capital Management Llc CRD 282958 | Middleburg, VA | Wealth Manager · Small ($100M–$1B) | $292M | 110 | 357 | 3 | 04/28/2026 | ☆ |
| 10776 | Mcnaughton Wealth Management, Llc CRD 300330 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $292M | 240 | 944 | 6 | 03/31/2026 | ☆ |
| 10777 | Hatch Cove Capital, Llc CRD 324472 | Investment Adviser · Small ($100M–$1B) | $292M | 3 | 3 | 4 | 03/03/2026 | ☆ | |
| 10778 | Sugar Maple Asset Management, Llc CRD 282632 | Sister Bay, WI | Wealth Manager · Small ($100M–$1B) | $292M | 208 | 210 | 3 | 03/11/2026 | ☆ |
| 10779 | N CRD 304462 | Wealth Manager · Small ($100M–$1B) | $291M | 168 | 564 | 3 | 01/31/2025 | ☆ | |
| 10780 | Tpg Advisors Llc CRD 298496 | Northfield, IL | Insurance-Affiliated · Small ($100M–$1B) | $291M | 267 | 761 | 4 | 03/24/2026 | ☆ |
| 10781 | Millington Financial Advisors, Llc CRD 156315 | Naperville, IL | Wealth Manager · Small ($100M–$1B) | $291M | 187 | 554 | 11 | 08/04/2026 | ☆ |
| 10782 | Third Eye Capital Management, Llc CRD 287819 | Miami Beach, FL | Private Fund Manager · Small ($100M–$1B) | $291M | 17 | 17 | 1 | 07/02/2026 | ☆ |
| 10783 | The Ellerson Group Inc CRD 106658 | Annapolis, MD | Wealth Manager · Small ($100M–$1B) | $291M | 109 | 109 | 2 | 03/13/2026 | ☆ |
| 10784 | Kestrel Partners Llp CRD 226573 | London | Private Fund Manager · Small ($100M–$1B) | $291M | 11 | 16 | 11 | 06/26/2026 | ☆ |
| 10785 | Idirect Private Credit Advisors Llc CRD 333824 | New York, NY | Mutual Fund / Asset Manager · Small ($100M–$1B) | $291M | 1 | 1 | 158 | 06/30/2026 | ☆ |
| 10786 | Epiq Partners, Llc CRD 165139 | Minneapolis, MN | Wealth Manager · Small ($100M–$1B) | $291M | 93 | 318 | 6 | 05/07/2026 | ☆ |
| 10787 | Growth Beverage Group, Lp CRD 325508 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $291M | 7 | 7 | 10 | 03/31/2026 | ☆ |
| 10788 | Vivid Wealth Management, Llc CRD 322974 | West Des Moines, IA | Wealth Manager · Small ($100M–$1B) | $291M | 434 | 1,199 | 3 | 03/12/2026 | ☆ |
| 10789 | Flowering Tree Investment Management Pte. Ltd. CRD 159747 | Singapore | Private Fund Manager · Small ($100M–$1B) | $291M | 5 | 5 | 10 | 02/12/2026 | ☆ |
| 10790 | New Rhein Healthcare Investors Llc CRD 300842 | Philadelphia, PA | Private Fund Manager · Small ($100M–$1B) | $291M | 6 | 6 | 10 | 03/30/2026 | ☆ |
| 10791 | N CRD 291453 | Wealth Manager · Small ($100M–$1B) | $291M | 107 | 363 | 4 | 01/10/2025 | ☆ | |
| 10792 | Accretive Wealth Management, Llc CRD 164341 | San Ramon, CA | Wealth Manager · Small ($100M–$1B) | $291M | 220 | 377 | 4 | 06/08/2026 | ☆ |
| 10793 | Leigh Baldwin & Co., Llc CRD 38751 | Cazenovia, NY | Insurance-Affiliated · Small ($100M–$1B) | $291M | 682 | 986 | 16 | 05/19/2026 | ☆ |
| 10794 | Lockshield Partners, Inc. CRD 175433 | Glasgow, KY | Wealth Manager · Small ($100M–$1B) | $291M | 1,116 | 1,717 | 8 | 03/12/2026 | ☆ |
| 10795 | Birks Financial Corp. CRD 118623 | Herndon, VA | Wealth Manager · Small ($100M–$1B) | $291M | 159 | 628 | 3 | 06/10/2026 | ☆ |
| 10796 | Godshalk Welsh Capital Management, Inc. CRD 106410 | Radnor, PA | Wealth Manager · Small ($100M–$1B) | $290M | 110 | 266 | 2 | 03/26/2026 | ☆ |
| 10797 | Martin Capital Partners, Llc CRD 153452 | Eugene, OR | Wealth Manager · Small ($100M–$1B) | $290M | 507 | 507 | 4 | 09/09/2026 | ☆ |
| 10798 | Hmount Asset Management (Hk) Limited CRD 305937 | Hong Kong | Private Fund Manager · Small ($100M–$1B) | $290M | 2 | 2 | 3 | 03/04/2026 | ☆ |
| 10799 | Avalon Advisory Group Llc CRD 297090 | Wexford, PA | Wealth Manager · Small ($100M–$1B) | $290M | 137 | 457 | 4 | 03/30/2026 | ☆ |
| 10800 | M&B Investment Advisors, Llc CRD 154255 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $290M | 258 | 565 | 5 | 03/31/2026 | ☆ |