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 |
|---|---|---|---|---|---|---|---|---|---|
| 11751 | Brahma Management Llc CRD 146254 | Private Fund Manager · Small ($100M–$1B) | $244M | 5 | 5 | 4 | 02/27/2026 | ☆ | |
| 11752 | Jason A Prattes Financial Inc CRD 298746 | Newport Beach, CA | Wealth Manager · Small ($100M–$1B) | $244M | 105 | 105 | 5 | 04/06/2026 | ☆ |
| 11753 | Pursue Wealth Partners, Llc CRD 326348 | Wealth Manager · Small ($100M–$1B) | $243M | 31 | 94 | 3 | 09/15/2026 | ☆ | |
| 11754 | Jre Advisors Llc CRD 318777 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $243M | 37 | 37 | 9 | 03/27/2026 | ☆ |
| 11755 | Exit Wealth Advisors, Llc CRD 332573 | Alpharetta, GA | Wealth Manager · Small ($100M–$1B) | $243M | 229 | 582 | 7 | 03/25/2026 | ☆ |
| 11756 | Rinaldi Wealth Management, Inc. CRD 311583 | Bonita Springs, FL | Wealth Manager · Small ($100M–$1B) | $243M | 363 | 841 | 3 | 02/22/2026 | ☆ |
| 11757 | Capstone Wealth Management Group, Inc. CRD 340135 | Bend, OR | Wealth Manager · Small ($100M–$1B) | $243M | 255 | 605 | 5 | 07/09/2026 | ☆ |
| 11758 | Retirewise Tax And Wealth Advisors, Inc. CRD 284394 | Topeka, KS | Wealth Manager · Small ($100M–$1B) | $243M | 294 | 979 | 10 | 03/11/2026 | ☆ |
| 11759 | 210 Wealth Management, Inc. CRD 328570 | Morton, IL | Insurance-Affiliated · Small ($100M–$1B) | $243M | 1,001 | 1,786 | 16 | 08/03/2026 | ☆ |
| 11760 | Zephyr Investment Management, Inc. CRD 166303 | Westlake Village, CA | Insurance-Affiliated · Small ($100M–$1B) | $243M | 242 | 687 | 6 | 03/31/2026 | ☆ |
| 11761 | Matthias Private Wealth, Llc CRD 289761 | Winter Park, FL | Wealth Manager · Small ($100M–$1B) | $243M | 46 | 426 | 12 | 03/27/2026 | ☆ |
| 11762 | Blue Spark Capital Advisors Llc CRD 159025 | New York, NY | Wealth Manager · Small ($100M–$1B) | $243M | 87 | 316 | 4 | 03/09/2026 | ☆ |
| 11763 | Plante Moran Real Estate Investment Advisors, Llc CRD 323718 | Southfield, MI | Investment Adviser · Small ($100M–$1B) | $243M | 1 | 1 | 17 | 09/25/2025 | ☆ |
| 11764 | Blalock Williams, Llc CRD 325465 | Alexander City, AL | Wealth Manager · Small ($100M–$1B) | $243M | 272 | 724 | 4 | 03/03/2026 | ☆ |
| 11765 | Chiron Capital Management, Llc CRD 308286 | Tallahassee, FL | Wealth Manager · Small ($100M–$1B) | $243M | 912 | 910 | 6 | 08/25/2026 | ☆ |
| 11766 | Little Harbor Advisors, Llc CRD 168700 | Marblehead, MA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $243M | 4 | 4 | 13 | 09/14/2026 | ☆ |
| 11767 | Cladis Investment Advisory Llc CRD 153873 | Billings, MT | Wealth Manager · Small ($100M–$1B) | $243M | 119 | 274 | 3 | 03/05/2026 | ☆ |
| 11768 | Rayburn West Financial Services Llc CRD 145264 | Nashville, TN | Insurance-Affiliated · Small ($100M–$1B) | $243M | 142 | 142 | 2 | 03/05/2026 | ☆ |
| 11769 | Seminole Advisory Services, Llc CRD 148975 | Bellair Bluffs, FL | Private Fund Manager · Small ($100M–$1B) | $243M | 1 | 1 | 4 | 03/31/2026 | ☆ |
| 11770 | Waypoint Wealth Management, Llc CRD 155574 | Timonium, MD | Wealth Manager · Small ($100M–$1B) | $242M | 207 | 555 | 1 | 08/05/2026 | ☆ |
| 11771 | Munn Wealth Management, Llc CRD 174414 | Maumee, OH | Insurance-Affiliated · Small ($100M–$1B) | $242M | 745 | 1,527 | 10 | 05/07/2026 | ☆ |
| 11772 | Bain Capital Public Equity, Lp CRD 145650 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $242M | 4 | 4 | 26 | 03/31/2026 | ☆ |
| 11773 | Anson Capital, Inc. CRD 131416 | Tyrone, GA | Wealth Manager · Small ($100M–$1B) | $242M | 117 | 445 | 5 | 02/26/2026 | ☆ |
| 11774 | Position Wealth Llc CRD 325116 | The Woodlands, TX | Wealth Manager · Small ($100M–$1B) | $242M | 217 | 215 | 3 | 07/28/2026 | ☆ |
| 11775 | Mcbroom & Associates, Llc CRD 151187 | Las Vegas, NV | Wealth Manager · Small ($100M–$1B) | $242M | 114 | 257 | 4 | 05/14/2026 | ☆ |
| 11776 | Intelligent Financial Strategies, Llc CRD 108048 | Excelsior, MN | Wealth Manager · Small ($100M–$1B) | $242M | 105 | 326 | 2 | 01/23/2026 | ☆ |
| 11777 | J. P. Davis, Inc. CRD 289548 | Oro Valley, AZ | Wealth Manager · Small ($100M–$1B) | $242M | 155 | 418 | 5 | 02/13/2026 | ☆ |
| 11778 | Sanchez & Zures, Llc CRD 139898 | Mclean, VA | Wealth Manager · Small ($100M–$1B) | $242M | 142 | 476 | 2 | 03/30/2026 | ☆ |
| 11779 | Revolution Capital, Llc CRD 300496 | Omaha, NE | Wealth Manager · Small ($100M–$1B) | $242M | 192 | 750 | 8 | 04/06/2026 | ☆ |
| 11780 | Vanderbilt Avenue Asset Management Llc CRD 145370 | New York, NY | Investment Adviser · Small ($100M–$1B) | $242M | 10 | 23 | 6 | 03/24/2026 | ☆ |
| 11781 | Adolos Asset Management CRD 315505 | Wealth Manager · Small ($100M–$1B) | $242M | 52 | 180 | 6 | 02/20/2026 | ☆ | |
| 11782 | Robbins Financial Advisory Service Inc CRD 106088 | Erie, PA | Wealth Manager · Small ($100M–$1B) | $242M | 139 | 374 | 3 | 07/29/2026 | ☆ |
| 11783 | Mori Huston Partners Llc CRD 151260 | Miami, FL | Wealth Manager · Small ($100M–$1B) | $242M | 72 | 72 | 2 | 09/09/2026 | ☆ |
| 11784 | Caymus Equity Partners, Llc CRD 322999 | Atlanta, GA | Private Fund Manager · Small ($100M–$1B) | $242M | 12 | 12 | 11 | 03/20/2026 | ☆ |
| 11785 | 1620 Investment Advisors, Inc. CRD 119262 | Plymouth, MA | Wealth Manager · Small ($100M–$1B) | $242M | 242 | 593 | 5 | 06/03/2026 | ☆ |
| 11786 | True Measure Wealth Management CRD 116265 | Omaha, NE | Wealth Manager · Small ($100M–$1B) | $242M | 105 | 342 | 2 | 03/18/2026 | ☆ |
| 11787 | Prism Planning Partners, Llc CRD 290485 | Libertyville, IL | Wealth Manager · Small ($100M–$1B) | $242M | 151 | 482 | 4 | 03/02/2026 | ☆ |
| 11788 | Wealth Management Corporation Of America, Inc. CRD 109576 | Tallahassee, FL | Wealth Manager · Small ($100M–$1B) | $242M | 1,641 | 1,641 | 6 | 03/25/2026 | ☆ |
| 11789 | Treasure Coast Financial Planning, Inc. CRD 166684 | Vero Beach, FL | Wealth Manager · Small ($100M–$1B) | $241M | 251 | 661 | 6 | 03/30/2026 | ☆ |
| 11790 | Dfn Management Llc. CRD 285057 | Tampa, FL | Private Fund Manager · Small ($100M–$1B) | $241M | 2 | 2 | 6 | 03/31/2026 | ☆ |
| 11791 | Maven Royalty Partners, Llc CRD 288377 | Shreveport, LA | Private Fund Manager · Small ($100M–$1B) | $241M | 2 | 2 | 26 | 03/30/2026 | ☆ |
| 11792 | N CRD 155846 | Investment Adviser · Small ($100M–$1B) | $241M | 2 | 2 | 1 | 01/07/2025 | ☆ | |
| 11793 | Constitution Capital Llc CRD 310378 | Shelton, CT | Wealth Manager · Small ($100M–$1B) | $241M | 180 | 268 | 6 | 02/06/2026 | ☆ |
| 11794 | Tabr Capital Management, Llc CRD 129959 | Orange, CA | Wealth Manager · Small ($100M–$1B) | $241M | 235 | 713 | 3 | 03/26/2026 | ☆ |
| 11795 | Turnbridge Capital, Llc CRD 169843 | Little Elm, TX | Private Fund Manager · Small ($100M–$1B) | $241M | 10 | 10 | 3 | 03/26/2026 | ☆ |
| 11796 | Bland Garvey Wealth Advisors, Llc CRD 140066 | Richardson, TX | Wealth Manager · Small ($100M–$1B) | $241M | 122 | 354 | 5 | 03/18/2026 | ☆ |
| 11797 | Tenere Capital, Llc CRD 312441 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $241M | 5 | 5 | 5 | 09/25/2026 | ☆ |
| 11798 | N CRD 306433 | Investment Adviser · Small ($100M–$1B) | $241M | 2 | 4 | 8 | 11/05/2025 | ☆ | |
| 11799 | Vvr Holdings Llc CRD 334343 | Bellingham, WA | Wealth Manager · Small ($100M–$1B) | $241M | 262 | 636 | 3 | 02/10/2026 | ☆ |
| 11800 | English Capital Management Llc CRD 234790 | Bloomfield Hills, MI | Private Fund Manager · Small ($100M–$1B) | $241M | 1 | 1 | 2 | 02/26/2026 | ☆ |