Investment advisers
44,549 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 | Revolution Capital, Llc CRD 300496 | Omaha, NE | Wealth Manager · Small ($100M–$1B) | $242M | 192 | 750 | 8 | 04/06/2026 | ☆ |
| 11752 | Vanderbilt Avenue Asset Management Llc CRD 145370 | New York, NY | Investment Adviser · Small ($100M–$1B) | $242M | 10 | 23 | 6 | 03/24/2026 | ☆ |
| 11753 | Adolos Asset Management CRD 315505 | Wealth Manager · Small ($100M–$1B) | $242M | 52 | 180 | 6 | 02/20/2026 | ☆ | |
| 11754 | Robbins Financial Advisory Service Inc CRD 106088 | Erie, PA | Wealth Manager · Small ($100M–$1B) | $242M | 139 | 374 | 3 | 07/29/2026 | ☆ |
| 11755 | Mori Huston Partners Llc CRD 151260 | Miami, FL | Wealth Manager · Small ($100M–$1B) | $242M | 72 | 72 | 2 | 08/10/2026 | ☆ |
| 11756 | Caymus Equity Partners, Llc CRD 322999 | Atlanta, GA | Private Fund Manager · Small ($100M–$1B) | $242M | 12 | 12 | 11 | 03/20/2026 | ☆ |
| 11757 | 1620 Investment Advisors, Inc. CRD 119262 | Plymouth, MA | Wealth Manager · Small ($100M–$1B) | $242M | 242 | 593 | 5 | 06/03/2026 | ☆ |
| 11758 | True Measure Wealth Management CRD 116265 | Omaha, NE | Wealth Manager · Small ($100M–$1B) | $242M | 105 | 342 | 2 | 03/18/2026 | ☆ |
| 11759 | Prism Planning Partners, Llc CRD 290485 | Libertyville, IL | Wealth Manager · Small ($100M–$1B) | $242M | 151 | 482 | 4 | 03/02/2026 | ☆ |
| 11760 | Wealth Management Corporation Of America, Inc. CRD 109576 | Tallahassee, FL | Wealth Manager · Small ($100M–$1B) | $242M | 1,641 | 1,641 | 6 | 03/25/2026 | ☆ |
| 11761 | Treasure Coast Financial Planning, Inc. CRD 166684 | Vero Beach, FL | Wealth Manager · Small ($100M–$1B) | $241M | 251 | 661 | 6 | 03/30/2026 | ☆ |
| 11762 | Dfn Management Llc. CRD 285057 | Tampa, FL | Private Fund Manager · Small ($100M–$1B) | $241M | 2 | 2 | 6 | 03/31/2026 | ☆ |
| 11763 | Maven Royalty Partners, Llc CRD 288377 | Shreveport, LA | Private Fund Manager · Small ($100M–$1B) | $241M | 2 | 2 | 26 | 03/30/2026 | ☆ |
| 11764 | N CRD 155846 | Investment Adviser · Small ($100M–$1B) | $241M | 2 | 2 | 1 | 01/07/2025 | ☆ | |
| 11765 | Constitution Capital Llc CRD 310378 | Shelton, CT | Wealth Manager · Small ($100M–$1B) | $241M | 180 | 268 | 6 | 02/06/2026 | ☆ |
| 11766 | Tabr Capital Management, Llc CRD 129959 | Orange, CA | Wealth Manager · Small ($100M–$1B) | $241M | 235 | 713 | 3 | 03/26/2026 | ☆ |
| 11767 | Turnbridge Capital, Llc CRD 169843 | Little Elm, TX | Private Fund Manager · Small ($100M–$1B) | $241M | 10 | 10 | 3 | 03/26/2026 | ☆ |
| 11768 | Bland Garvey Wealth Advisors, Llc CRD 140066 | Richardson, TX | Wealth Manager · Small ($100M–$1B) | $241M | 122 | 354 | 5 | 03/18/2026 | ☆ |
| 11769 | Tenere Capital, Llc CRD 312441 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $241M | 5 | 5 | 5 | 05/07/2026 | ☆ |
| 11770 | N CRD 306433 | Investment Adviser · Small ($100M–$1B) | $241M | 2 | 4 | 8 | 11/05/2025 | ☆ | |
| 11771 | Vvr Holdings Llc CRD 334343 | Bellingham, WA | Wealth Manager · Small ($100M–$1B) | $241M | 262 | 636 | 3 | 02/10/2026 | ☆ |
| 11772 | English Capital Management Llc CRD 234790 | Bloomfield Hills, MI | Private Fund Manager · Small ($100M–$1B) | $241M | 1 | 1 | 2 | 02/26/2026 | ☆ |
| 11773 | Bayntree Wealth Advisors, Llc CRD 226708 | Scottsdale, AZ | Wealth Manager · Small ($100M–$1B) | $241M | 510 | 1,208 | 13 | 04/20/2026 | ☆ |
| 11774 | Barnstone Advisors Llc CRD 144511 | Phoenixville, PA | Wealth Manager · Small ($100M–$1B) | $241M | 90 | 288 | 4 | 01/27/2026 | ☆ |
| 11775 | Assured Retirement Financial Group, Inc. CRD 179516 | Edina, MN | Wealth Manager · Small ($100M–$1B) | $241M | 541 | 526 | 7 | 03/29/2026 | ☆ |
| 11776 | Greybull Partners Llc CRD 128390 | Atlanta, GA | Investment Adviser · Small ($100M–$1B) | $241M | 2 | 2 | 20 | 07/13/2026 | ☆ |
| 11777 | Bassam Wealth Management, Llc CRD 330695 | Palm Beach, FL | Multi-Family Office · Small ($100M–$1B) | $241M | 24 | 176 | 3 | 03/04/2026 | ☆ |
| 11778 | Armatus Capital Management, Llc CRD 284800 | Private Fund Manager · Small ($100M–$1B) | $241M | 3 | 3 | 6 | 06/29/2026 | ☆ | |
| 11779 | Carlin Wealth Management Group, Llc CRD 325306 | Austin, TX | Insurance-Affiliated · Small ($100M–$1B) | $241M | 189 | 1,076 | 4 | 03/12/2026 | ☆ |
| 11780 | Carolina Financial Advisors, Inc. CRD 118823 | Greensboro, NC | Insurance-Affiliated · Small ($100M–$1B) | $241M | 474 | 1,226 | 7 | 05/27/2026 | ☆ |
| 11781 | Psc Capital Partners Llc CRD 165620 | Minneapolis, MN | Private Fund Manager · Small ($100M–$1B) | $241M | 6 | 6 | 19 | 03/26/2026 | ☆ |
| 11782 | The Kieckhefer Group Llc CRD 331128 | Mequon, WI | Wealth Manager · Small ($100M–$1B) | $241M | 61 | 148 | 3 | 01/27/2026 | ☆ |
| 11783 | Corporate Consulting Group, Inc. CRD 123761 | Tulsa, OK | Investment Adviser · Small ($100M–$1B) | $241M | 17 | 2 | 03/26/2026 | ☆ | |
| 11784 | Burrus Financial Services, Inc. CRD 141435 | Salt Lake City, UT | Wealth Manager · Small ($100M–$1B) | $241M | 322 | 671 | 5 | 03/16/2026 | ☆ |
| 11785 | Richmond Brothers, Inc. CRD 158916 | Jackson, MI | Wealth Manager · Small ($100M–$1B) | $241M | 667 | 1,866 | 20 | 03/30/2026 | ☆ |
| 11786 | Barker Wealth Management, Llc CRD 226768 | Camas, WA | Wealth Manager · Small ($100M–$1B) | $241M | 70 | 269 | 2 | 03/30/2026 | ☆ |
| 11787 | Christine Messmer, P.C. CRD 121202 | Collegeville, PA | Wealth Manager · Small ($100M–$1B) | $241M | 206 | 206 | 1 | 01/22/2026 | ☆ |
| 11788 | Forbes Financial Planning, Inc. CRD 143912 | East Greenwich, RI | Wealth Manager · Small ($100M–$1B) | $241M | 887 | 887 | 3 | 03/30/2026 | ☆ |
| 11789 | Kane Investment Management, Inc. CRD 127337 | Los Gatos, CA | Wealth Manager · Small ($100M–$1B) | $241M | 191 | 478 | 9 | 03/24/2026 | ☆ |
| 11790 | R. Stewart Eads Investment Counsel, Inc. CRD 105524 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $240M | 229 | 229 | 6 | 03/30/2026 | ☆ |
| 11791 | Blueline Capital Management, Llc CRD 338340 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $240M | 3 | 3 | 7 | 06/26/2026 | ☆ |
| 11792 | Interactive Financial Advisors, Inc. CRD 125117 | New Lenox, IL | Wealth Manager · Small ($100M–$1B) | $240M | 1,307 | 2,075 | 33 | 08/06/2026 | ☆ |
| 11793 | Storehouse Financial Llc CRD 140738 | Fort Worth, TX | Wealth Manager · Small ($100M–$1B) | $240M | 1,346 | 1,346 | 6 | 03/25/2026 | ☆ |
| 11794 | Keystone Financial Services, Llc CRD 308397 | Omaha, NE | Wealth Manager · Small ($100M–$1B) | $240M | 1,043 | 1,695 | 11 | 04/27/2026 | ☆ |
| 11795 | Delta Capital Management Llc CRD 106248 | Red Bank, NJ | Institutional / Pension Advisor · Small ($100M–$1B) | $240M | 41 | 41 | 4 | 03/11/2026 | ☆ |
| 11796 | Lumina Wealth Management, Llc CRD 291548 | Wilmington, NC | Wealth Manager · Small ($100M–$1B) | $240M | 181 | 595 | 3 | 08/06/2026 | ☆ |
| 11797 | Allied Portfolio Management, Inc. CRD 113809 | Tucson, AZ | Wealth Manager · Small ($100M–$1B) | $240M | 124 | 327 | 2 | 04/10/2026 | ☆ |
| 11798 | Clearfield Capital Management Lp CRD 174981 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $240M | 3 | 3 | 4 | 03/26/2026 | ☆ |
| 11799 | Buttonwood Group Advisors Llc CRD 173608 | Uniondale, NY | Private Fund Manager · Small ($100M–$1B) | $240M | 24 | 24 | 4 | 02/20/2026 | ☆ |
| 11800 | Kaiyo Wealth Llc CRD 316431 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $240M | 86 | 294 | 4 | 04/20/2026 | ☆ |