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 |
|---|---|---|---|---|---|---|---|---|---|
| 10751 | Hatch Cove Capital, Llc CRD 324472 | Investment Adviser · Small ($100M–$1B) | $292M | 3 | 3 | 4 | 03/03/2026 | ☆ | |
| 10752 | Sugar Maple Asset Management, Llc CRD 282632 | Sister Bay, WI | Wealth Manager · Small ($100M–$1B) | $292M | 208 | 210 | 3 | 03/11/2026 | ☆ |
| 10753 | N CRD 304462 | Wealth Manager · Small ($100M–$1B) | $291M | 168 | 564 | 3 | 01/31/2025 | ☆ | |
| 10754 | Tpg Advisors Llc CRD 298496 | Northfield, IL | Insurance-Affiliated · Small ($100M–$1B) | $291M | 267 | 761 | 4 | 03/24/2026 | ☆ |
| 10755 | Millington Financial Advisors, Llc CRD 156315 | Naperville, IL | Wealth Manager · Small ($100M–$1B) | $291M | 187 | 554 | 11 | 08/04/2026 | ☆ |
| 10756 | Third Eye Capital Management, Llc CRD 287819 | Miami Beach, FL | Private Fund Manager · Small ($100M–$1B) | $291M | 17 | 17 | 1 | 07/02/2026 | ☆ |
| 10757 | The Ellerson Group Inc CRD 106658 | Annapolis, MD | Wealth Manager · Small ($100M–$1B) | $291M | 109 | 109 | 2 | 03/13/2026 | ☆ |
| 10758 | Kestrel Partners Llp CRD 226573 | London | Private Fund Manager · Small ($100M–$1B) | $291M | 11 | 16 | 11 | 06/26/2026 | ☆ |
| 10759 | Idirect Private Credit Advisors Llc CRD 333824 | New York, NY | Mutual Fund / Asset Manager · Small ($100M–$1B) | $291M | 1 | 1 | 158 | 06/30/2026 | ☆ |
| 10760 | Epiq Partners, Llc CRD 165139 | Minneapolis, MN | Wealth Manager · Small ($100M–$1B) | $291M | 93 | 318 | 6 | 05/07/2026 | ☆ |
| 10761 | Growth Beverage Group, Lp CRD 325508 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $291M | 7 | 7 | 10 | 03/31/2026 | ☆ |
| 10762 | Vivid Wealth Management, Llc CRD 322974 | West Des Moines, IA | Wealth Manager · Small ($100M–$1B) | $291M | 434 | 1,199 | 3 | 03/12/2026 | ☆ |
| 10763 | Flowering Tree Investment Management Pte. Ltd. CRD 159747 | Singapore | Private Fund Manager · Small ($100M–$1B) | $291M | 5 | 5 | 10 | 02/12/2026 | ☆ |
| 10764 | New Rhein Healthcare Investors Llc CRD 300842 | Philadelphia, PA | Private Fund Manager · Small ($100M–$1B) | $291M | 6 | 6 | 10 | 03/30/2026 | ☆ |
| 10765 | N CRD 291453 | Wealth Manager · Small ($100M–$1B) | $291M | 107 | 363 | 4 | 01/10/2025 | ☆ | |
| 10766 | Accretive Wealth Management, Llc CRD 164341 | San Ramon, CA | Wealth Manager · Small ($100M–$1B) | $291M | 220 | 377 | 4 | 06/08/2026 | ☆ |
| 10767 | Leigh Baldwin & Co., Llc CRD 38751 | Cazenovia, NY | Insurance-Affiliated · Small ($100M–$1B) | $291M | 682 | 986 | 16 | 05/19/2026 | ☆ |
| 10768 | Lockshield Partners, Inc. CRD 175433 | Glasgow, KY | Wealth Manager · Small ($100M–$1B) | $291M | 1,116 | 1,717 | 8 | 03/12/2026 | ☆ |
| 10769 | Birks Financial Corp. CRD 118623 | Herndon, VA | Wealth Manager · Small ($100M–$1B) | $291M | 159 | 628 | 3 | 06/10/2026 | ☆ |
| 10770 | Godshalk Welsh Capital Management, Inc. CRD 106410 | Radnor, PA | Wealth Manager · Small ($100M–$1B) | $290M | 110 | 266 | 2 | 03/26/2026 | ☆ |
| 10771 | Martin Capital Partners, Llc CRD 153452 | Eugene, OR | Wealth Manager · Small ($100M–$1B) | $290M | 507 | 507 | 4 | 03/19/2026 | ☆ |
| 10772 | Hmount Asset Management (Hk) Limited CRD 305937 | Hong Kong | Private Fund Manager · Small ($100M–$1B) | $290M | 2 | 2 | 3 | 03/04/2026 | ☆ |
| 10773 | Avalon Advisory Group Llc CRD 297090 | Wexford, PA | Wealth Manager · Small ($100M–$1B) | $290M | 137 | 457 | 4 | 03/30/2026 | ☆ |
| 10774 | M&B Investment Advisors, Llc CRD 154255 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $290M | 258 | 565 | 5 | 03/31/2026 | ☆ |
| 10775 | Fox Hill Wealth Management CRD 321881 | Dedham, MA | Wealth Manager · Small ($100M–$1B) | $290M | 410 | 1,244 | 8 | 03/30/2026 | ☆ |
| 10776 | N CRD 329373 | Investment Adviser · Small ($100M–$1B) | $290M | 4 | 4 | 11 | 06/18/2025 | ☆ | |
| 10777 | Gimbal Financial, Llc CRD 159003 | Carmel, IN | Insurance-Affiliated · Small ($100M–$1B) | $290M | 388 | 847 | 6 | 03/05/2026 | ☆ |
| 10778 | N CRD 317081 | Wealth Manager · Small ($100M–$1B) | $290M | 250 | 660 | 5 | 02/19/2025 | ☆ | |
| 10779 | Pacific Sun Financial Corp CRD 284286 | Los Angeles, CA | Wealth Manager · Small ($100M–$1B) | $290M | 382 | 879 | 4 | 09/16/2025 | ☆ |
| 10780 | Retirement Portfolios, Llc CRD 330289 | Lawrence, KS | Insurance-Affiliated · Small ($100M–$1B) | $290M | 245 | 253 | 2 | 04/28/2026 | ☆ |
| 10781 | Full Financial Inc. CRD 330574 | Insurance-Affiliated · Small ($100M–$1B) | $290M | 264 | 719 | 2 | 03/06/2026 | ☆ | |
| 10782 | Cifc Private Credit Management Llc CRD 334020 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $290M | 3 | 3 | 200 | 03/31/2026 | ☆ |
| 10783 | Legacy Wealth Management Group, Inc. CRD 322235 | Lynchburg, VA | Wealth Manager · Small ($100M–$1B) | $290M | 991 | 1,744 | 19 | 03/22/2026 | ☆ |
| 10784 | Pomona Wealth Management, Llc CRD 329171 | Investment Adviser · Small ($100M–$1B) | $290M | 41 | 658 | 2 | 03/31/2026 | ☆ | |
| 10785 | Orser Capital Management Llc CRD 144847 | Southlake, TX | Wealth Manager · Small ($100M–$1B) | $290M | 141 | 345 | 2 | 02/19/2026 | ☆ |
| 10786 | The Litigation Fund Manager, Llc CRD 330517 | Mill Valley, CA | Private Fund Manager · Small ($100M–$1B) | $290M | 6 | 6 | 3 | 03/31/2026 | ☆ |
| 10787 | One Stone Partners L.L.C. CRD 163742 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $290M | 9 | 9 | 3 | 03/26/2026 | ☆ |
| 10788 | Money Management Financial Services Llc CRD 288375 | Moorestown, NJ | Wealth Manager · Small ($100M–$1B) | $290M | 331 | 708 | 4 | 04/24/2026 | ☆ |
| 10789 | Fayerweather Management, Llc CRD 187517 | Cambridge, MA | Private Fund Manager · Small ($100M–$1B) | $290M | 2 | 2 | 3 | 02/04/2026 | ☆ |
| 10790 | Hiley Hunt Wealth Management, Inc. CRD 164942 | Omaha, NE | Wealth Manager · Small ($100M–$1B) | $290M | 265 | 1,044 | 3 | 06/12/2026 | ☆ |
| 10791 | Watchtower Advisors, Lp CRD 299887 | Old Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $289M | 2 | 3 | 5 | 04/24/2026 | ☆ |
| 10792 | Family Cfo Inc CRD 127335 | Wealth Manager · Small ($100M–$1B) | $289M | 53 | 213 | 4 | 02/18/2026 | ☆ | |
| 10793 | Grant Koehler & Levin Ltd. CRD 125531 | Wealth Manager · Small ($100M–$1B) | $289M | 191 | 195 | 3 | 03/18/2026 | ☆ | |
| 10794 | Alcova Capital Management Lp CRD 298021 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $289M | 2 | 2 | 6 | 06/10/2026 | ☆ |
| 10795 | Gradient Advisors, Llc CRD 152665 | Arden Hills, MN | Wealth Manager · Small ($100M–$1B) | $289M | 2,152 | 2,152 | 173 | 03/31/2026 | ☆ |
| 10796 | Aifam Group Llc CRD 158290 | Rye, NY | Private Fund Manager · Small ($100M–$1B) | $289M | 3 | 3 | 10 | 05/26/2026 | ☆ |
| 10797 | Aiga Capital Partners Llc CRD 311692 | Jersey City, NJ | Private Fund Manager · Small ($100M–$1B) | $289M | 4 | 4 | 10 | 03/31/2026 | ☆ |
| 10798 | Champion Hill Labs, Llc CRD 323636 | Private Fund Manager · Small ($100M–$1B) | $289M | 26 | 26 | 4 | 06/29/2026 | ☆ | |
| 10799 | Arba Credit Management, L.P. CRD 304734 | Conshohocken, PA | Private Fund Manager · Small ($100M–$1B) | $289M | 2 | 2 | 9 | 03/30/2026 | ☆ |
| 10800 | North Star Advisory Group, Llc CRD 171694 | Beachwood, OH | Insurance-Affiliated · Small ($100M–$1B) | $289M | 484 | 487 | 7 | 03/19/2026 | ☆ |