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 |
|---|---|---|---|---|---|---|---|---|---|
| 10801 | Fox Hill Wealth Management CRD 321881 | Dedham, MA | Wealth Manager · Small ($100M–$1B) | $290M | 410 | 1,244 | 8 | 03/30/2026 | ☆ |
| 10802 | N CRD 329373 | Investment Adviser · Small ($100M–$1B) | $290M | 4 | 4 | 11 | 06/18/2025 | ☆ | |
| 10803 | Gimbal Financial, Llc CRD 159003 | Carmel, IN | Insurance-Affiliated · Small ($100M–$1B) | $290M | 388 | 847 | 6 | 03/05/2026 | ☆ |
| 10804 | N CRD 317081 | Wealth Manager · Small ($100M–$1B) | $290M | 250 | 660 | 5 | 02/19/2025 | ☆ | |
| 10805 | Pacific Sun Financial Corp CRD 284286 | Los Angeles, CA | Wealth Manager · Small ($100M–$1B) | $290M | 382 | 879 | 4 | 09/16/2025 | ☆ |
| 10806 | Retirement Portfolios, Llc CRD 330289 | Lawrence, KS | Insurance-Affiliated · Small ($100M–$1B) | $290M | 245 | 253 | 2 | 04/28/2026 | ☆ |
| 10807 | Full Financial Inc. CRD 330574 | Insurance-Affiliated · Small ($100M–$1B) | $290M | 264 | 719 | 2 | 03/06/2026 | ☆ | |
| 10808 | Cifc Private Credit Management Llc CRD 334020 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $290M | 3 | 3 | 200 | 03/31/2026 | ☆ |
| 10809 | Legacy Wealth Management Group, Inc. CRD 322235 | Lynchburg, VA | Wealth Manager · Small ($100M–$1B) | $290M | 991 | 1,744 | 19 | 03/22/2026 | ☆ |
| 10810 | Pomona Wealth Management, Llc CRD 329171 | Investment Adviser · Small ($100M–$1B) | $290M | 41 | 658 | 2 | 03/31/2026 | ☆ | |
| 10811 | Orser Capital Management Llc CRD 144847 | Southlake, TX | Wealth Manager · Small ($100M–$1B) | $290M | 141 | 345 | 2 | 02/19/2026 | ☆ |
| 10812 | The Litigation Fund Manager, Llc CRD 330517 | Mill Valley, CA | Private Fund Manager · Small ($100M–$1B) | $290M | 6 | 6 | 3 | 03/31/2026 | ☆ |
| 10813 | One Stone Partners L.L.C. CRD 163742 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $290M | 9 | 9 | 3 | 03/26/2026 | ☆ |
| 10814 | Money Management Financial Services Llc CRD 288375 | Moorestown, NJ | Wealth Manager · Small ($100M–$1B) | $290M | 331 | 708 | 4 | 04/24/2026 | ☆ |
| 10815 | Fayerweather Management, Llc CRD 187517 | Cambridge, MA | Private Fund Manager · Small ($100M–$1B) | $290M | 2 | 2 | 3 | 02/04/2026 | ☆ |
| 10816 | Hiley Hunt Wealth Management, Inc. CRD 164942 | Omaha, NE | Wealth Manager · Small ($100M–$1B) | $290M | 265 | 1,044 | 3 | 06/12/2026 | ☆ |
| 10817 | Watchtower Advisors, Lp CRD 299887 | Old Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $289M | 2 | 3 | 5 | 04/24/2026 | ☆ |
| 10818 | Family Cfo Inc CRD 127335 | Wealth Manager · Small ($100M–$1B) | $289M | 53 | 213 | 4 | 02/18/2026 | ☆ | |
| 10819 | Grant Koehler & Levin Ltd. CRD 125531 | Wealth Manager · Small ($100M–$1B) | $289M | 191 | 195 | 3 | 03/18/2026 | ☆ | |
| 10820 | Alcova Capital Management Lp CRD 298021 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $289M | 2 | 2 | 6 | 06/10/2026 | ☆ |
| 10821 | Gradient Advisors, Llc CRD 152665 | Arden Hills, MN | Wealth Manager · Small ($100M–$1B) | $289M | 2,152 | 2,152 | 173 | 03/31/2026 | ☆ |
| 10822 | Aifam Group Llc CRD 158290 | Rye, NY | Private Fund Manager · Small ($100M–$1B) | $289M | 3 | 3 | 10 | 05/26/2026 | ☆ |
| 10823 | Aiga Capital Partners Llc CRD 311692 | Jersey City, NJ | Private Fund Manager · Small ($100M–$1B) | $289M | 4 | 4 | 10 | 03/31/2026 | ☆ |
| 10824 | Champion Hill Labs, Llc CRD 323636 | Private Fund Manager · Small ($100M–$1B) | $289M | 26 | 26 | 4 | 06/29/2026 | ☆ | |
| 10825 | Arba Credit Management, L.P. CRD 304734 | Conshohocken, PA | Private Fund Manager · Small ($100M–$1B) | $289M | 2 | 2 | 9 | 03/30/2026 | ☆ |
| 10826 | North Star Advisory Group, Llc CRD 171694 | Beachwood, OH | Insurance-Affiliated · Small ($100M–$1B) | $289M | 484 | 487 | 7 | 03/19/2026 | ☆ |
| 10827 | Guardian Wealth Management Inc. CRD 154159 | Peoria, IL | Insurance-Affiliated · Small ($100M–$1B) | $289M | 190 | 429 | 5 | 05/19/2026 | ☆ |
| 10828 | Pfg Private Wealth Management, Llc CRD 282301 | Lutz, FL | Wealth Manager · Small ($100M–$1B) | $289M | 478 | 1,202 | 7 | 03/13/2026 | ☆ |
| 10829 | Impactfolio Llc CRD 291716 | Denver, CO | Wealth Manager · Small ($100M–$1B) | $289M | 127 | 574 | 3 | 02/22/2026 | ☆ |
| 10830 | Chatham Capital Management, Llc CRD 160961 | Atlanta, GA | Private Fund Manager · Small ($100M–$1B) | $289M | 6 | 6 | 8 | 03/31/2026 | ☆ |
| 10831 | Power Innovation Partners, L.P. CRD 312100 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $289M | 2 | 2 | 8 | 06/18/2026 | ☆ |
| 10832 | Greenhouse Wealth Management, Llc CRD 283763 | Westport, CT | Wealth Manager · Small ($100M–$1B) | $289M | 71 | 313 | 2 | 02/17/2026 | ☆ |
| 10833 | Acadia Infrastructure Capital Lp CRD 326032 | New York, NY | Investment Adviser · Small ($100M–$1B) | $289M | 2 | 2 | 11 | 03/31/2026 | ☆ |
| 10834 | Yellowstone Capital Partners Us, Llc CRD 324681 | Gainesville, FL | Private Fund Manager · Small ($100M–$1B) | $289M | 4 | 4 | 2 | 04/27/2026 | ☆ |
| 10835 | Philip Vongontard, Cfa, Llc CRD 127938 | St.Louis, MO | Wealth Manager · Small ($100M–$1B) | $289M | 55 | 201 | 1 | 05/01/2026 | ☆ |
| 10836 | Gf Capital Asset Advisors, Llc CRD 160144 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $288M | 7 | 7 | 8 | 06/17/2026 | ☆ |
| 10837 | Financial Guidance Group, Inc. CRD 108799 | Wealth Manager · Small ($100M–$1B) | $288M | 296 | 855 | 5 | 03/25/2026 | ☆ | |
| 10838 | Hesmer Wealth Management Llc CRD 340213 | Wealth Manager · Small ($100M–$1B) | $288M | 269 | 1,140 | 4 | 07/29/2026 | ☆ | |
| 10839 | Ridgepost Capital Advisors, Llc CRD 314664 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $288M | 3 | 3 | 10 | 05/20/2026 | ☆ |
| 10840 | Traction Financial Partners, Llc CRD 315215 | Encampment, WY | Wealth Manager · Small ($100M–$1B) | $288M | 338 | 818 | 9 | 07/22/2026 | ☆ |
| 10841 | Palisade Americas Management Llc CRD 322412 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $288M | 1 | 1 | 4 | 06/11/2026 | ☆ |
| 10842 | Worth Asset Management, Llc CRD 166970 | Dallas, TX | Insurance-Affiliated · Small ($100M–$1B) | $288M | 333 | 333 | 12 | 07/27/2026 | ☆ |
| 10843 | Echo Wealth Management, Llc CRD 174136 | Plymouth, MN | Wealth Manager · Small ($100M–$1B) | $288M | 144 | 763 | 5 | 04/07/2026 | ☆ |
| 10844 | Innova Wealth Partners, Llc CRD 168500 | Newtown, PA | Wealth Manager · Small ($100M–$1B) | $288M | 521 | 521 | 6 | 09/24/2026 | ☆ |
| 10845 | Kanani Advisory Group Inc. CRD 288314 | Irvine, CA | Insurance-Affiliated · Small ($100M–$1B) | $288M | 598 | 1,200 | 8 | 04/14/2026 | ☆ |
| 10846 | Moelis Asset Catalyst Partners Llc CRD 327289 | St Louis, MO | Private Fund Manager · Small ($100M–$1B) | $288M | 2 | 2 | 4 | 03/30/2026 | ☆ |
| 10847 | Financial Independence, Llc CRD 150515 | Warwick, RI | Wealth Manager · Small ($100M–$1B) | $288M | 279 | 895 | 7 | 07/30/2026 | ☆ |
| 10848 | Capital Cities Investments CRD 116185 | Indianapolis, IN | Wealth Manager · Small ($100M–$1B) | $288M | 476 | 1,252 | 16 | 04/01/2026 | ☆ |
| 10849 | Optivise Advisory Services Llc CRD 301764 | Franklin, TN | Wealth Manager · Small ($100M–$1B) | $288M | 1,233 | 1,842 | 25 | 07/14/2026 | ☆ |
| 10850 | Factorpoint Planning, Llc CRD 341229 | Pittsford, NY | Wealth Manager · Small ($100M–$1B) | $288M | 141 | 565 | 3 | 08/03/2026 | ☆ |