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 |
|---|---|---|---|---|---|---|---|---|---|
| 11951 | Northland Capital Management, Llc CRD 146452 | Virginia, MN | Wealth Manager · Small ($100M–$1B) | $235M | 283 | 551 | 6 | 07/16/2026 | ☆ |
| 11952 | Camelot Technology Advisors, Inc. CRD 128053 | San Francisco, CA | Wealth Manager · Small ($100M–$1B) | $235M | 61 | 290 | 2 | 03/18/2026 | ☆ |
| 11953 | Lcw Services, Llc CRD 337998 | Virginia Beach, VA | Wealth Manager · Small ($100M–$1B) | $235M | 261 | 898 | 6 | 04/10/2026 | ☆ |
| 11954 | Partnership Wealth Management, Llc CRD 285718 | Towson, MD | Insurance-Affiliated · Small ($100M–$1B) | $235M | 139 | 485 | 3 | 08/27/2026 | ☆ |
| 11955 | Sustainable Advisors Alliance Llc CRD 312061 | Tulsa, OK | Wealth Manager · Small ($100M–$1B) | $235M | 559 | 1,080 | 8 | 04/16/2026 | ☆ |
| 11956 | N CRD 292445 | Wealth Manager · Small ($100M–$1B) | $235M | 619 | 1,992 | 9 | 03/06/2025 | ☆ | |
| 11957 | Tevis Investment Management, Llc CRD 167750 | Plano, TX | Wealth Manager · Small ($100M–$1B) | $235M | 431 | 581 | 1 | 03/03/2026 | ☆ |
| 11958 | Cbm Financial, Llc CRD 327254 | Austin, TX | Wealth Manager · Small ($100M–$1B) | $235M | 152 | 587 | 3 | 03/27/2026 | ☆ |
| 11959 | Peak Investment Advisors, Inc. CRD 113967 | Colorado Springs, CO | Wealth Manager · Small ($100M–$1B) | $235M | 40 | 195 | 2 | 03/25/2026 | ☆ |
| 11960 | Palacios Wealth Management, Llc CRD 327660 | Ormond Beach, FL | Insurance-Affiliated · Small ($100M–$1B) | $234M | 418 | 651 | 4 | 07/06/2026 | ☆ |
| 11961 | Reef Investment Management Llc CRD 309186 | Lehi, UT | Private Fund Manager · Small ($100M–$1B) | $234M | 4 | 4 | 13 | 02/10/2026 | ☆ |
| 11962 | Hba Advisors, Llc CRD 152050 | Pasadena, CA | Wealth Manager · Small ($100M–$1B) | $234M | 665 | 665 | 4 | 06/18/2026 | ☆ |
| 11963 | Rademacher Financial, Inc. CRD 114067 | Lawrence, KS | Wealth Manager · Small ($100M–$1B) | $234M | 343 | 1,184 | 6 | 03/03/2026 | ☆ |
| 11964 | Belleair Asset Management, Llc CRD 290882 | Belleair Bluffs, FL | Wealth Manager · Small ($100M–$1B) | $234M | 125 | 366 | 4 | 07/29/2026 | ☆ |
| 11965 | Primestor Investment Management, Llc CRD 322066 | Culver City, CA | Private Fund Manager · Small ($100M–$1B) | $234M | 4 | 4 | 51 | 05/14/2026 | ☆ |
| 11966 | Capital Management Advisor Group, Llc CRD 304617 | Walnut Creek, CA | Wealth Manager · Small ($100M–$1B) | $234M | 88 | 243 | 3 | 04/16/2026 | ☆ |
| 11967 | St. Louis Financial Planners Asset Management, Llc CRD 106999 | Chesterfield, MO | Wealth Manager · Small ($100M–$1B) | $234M | 446 | 1,145 | 2 | 01/29/2026 | ☆ |
| 11968 | Legacy Planning Advisors, Llc CRD 121289 | Suwanee, GA | Insurance-Affiliated · Small ($100M–$1B) | $234M | 265 | 755 | 8 | 02/03/2026 | ☆ |
| 11969 | Bonfire Financial, Llc CRD 288522 | Colorado Springs, CO | Wealth Manager · Small ($100M–$1B) | $234M | 278 | 815 | 4 | 07/08/2026 | ☆ |
| 11970 | Delta Financial Advisors, Inc CRD 121907 | Kensington, MD | Insurance-Affiliated · Small ($100M–$1B) | $234M | 245 | 604 | 10 | 03/16/2026 | ☆ |
| 11971 | Daviman Financial, Llc CRD 285030 | Insurance-Affiliated · Small ($100M–$1B) | $234M | 256 | 579 | 6 | 07/01/2026 | ☆ | |
| 11972 | Rpm Capital Partners, Llc CRD 160913 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $234M | 4 | 4 | 6 | 03/24/2026 | ☆ |
| 11973 | Sivik Global Healthcare, Llc CRD 168918 | Private Fund Manager · Small ($100M–$1B) | $234M | 3 | 3 | 3 | 02/17/2026 | ☆ | |
| 11974 | Helium Advisors Llc CRD 282356 | Vancouver, WA | Insurance-Affiliated · Small ($100M–$1B) | $234M | 279 | 690 | 7 | 05/27/2026 | ☆ |
| 11975 | Atlas Wealth Partners Llc CRD 175219 | Wyomissing, PA | Wealth Manager · Small ($100M–$1B) | $234M | 314 | 825 | 3 | 03/10/2026 | ☆ |
| 11976 | New China Capital Management Corp. CRD 295905 | Stamford, CT | Private Fund Manager · Small ($100M–$1B) | $234M | 2 | 2 | 4 | 05/06/2026 | ☆ |
| 11977 | Fountain Square Asset Management, Llc CRD 316955 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $234M | 398 | 681 | 5 | 03/23/2026 | ☆ |
| 11978 | The Aranda Group Advisors, Llc CRD 302100 | Jenkintown, PA | Wealth Manager · Small ($100M–$1B) | $234M | 159 | 432 | 8 | 03/04/2026 | ☆ |
| 11979 | Skaana Management L.P. CRD 311817 | Private Fund Manager · Small ($100M–$1B) | $234M | 1 | 1 | 6 | 07/10/2026 | ☆ | |
| 11980 | Geneva Financial Group Llc CRD 331944 | Lakewood, NJ | Wealth Manager · Small ($100M–$1B) | $234M | 49 | 111 | 2 | 06/15/2026 | ☆ |
| 11981 | Adaptation Financial Advisors Inc. CRD 309192 | Oklahoma City, OK | Wealth Manager · Small ($100M–$1B) | $234M | 690 | 1,291 | 4 | 05/06/2026 | ☆ |
| 11982 | Mpi Wealth Management Llc CRD 301011 | Hinsdale, IL | Insurance-Affiliated · Small ($100M–$1B) | $234M | 153 | 156 | 4 | 05/21/2026 | ☆ |
| 11983 | Clutterbuck Capital Management Llc CRD 140082 | Cleveland, OH | Private Fund Manager · Small ($100M–$1B) | $233M | 49 | 5 | 5 | 04/28/2026 | ☆ |
| 11984 | Catalyst Financial Nw Corporation CRD 168534 | Gresham, OR | Wealth Manager · Small ($100M–$1B) | $233M | 1,068 | 1,068 | 4 | 02/04/2026 | ☆ |
| 11985 | Figure 8 Investment Strategies Llc CRD 282973 | Boise, ID | Wealth Manager · Small ($100M–$1B) | $233M | 176 | 391 | 7 | 03/11/2026 | ☆ |
| 11986 | Correll Co. Investment Services Corp. CRD 38995 | Hickory Hills, IL | Insurance-Affiliated · Small ($100M–$1B) | $233M | 71 | 71 | 4 | 11/12/2025 | ☆ |
| 11987 | Windmark Investment Partners, Inc. CRD 131880 | Wilmington, DE | Institutional / Pension Advisor · Small ($100M–$1B) | $233M | 2 | 14 | 03/24/2026 | ☆ | |
| 11988 | Walker Financial Advisors, Inc. Dba California 457 Benefits CRD 106268 | Mission Viejo, CA | Wealth Manager · Small ($100M–$1B) | $233M | 178 | 348 | 4 | 03/30/2026 | ☆ |
| 11989 | Reynolds Channel Management, L.P. CRD 296292 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $233M | 2 | 2 | 4 | 03/26/2026 | ☆ |
| 11990 | Aspirean Wealth, Llc CRD 173138 | Mill Valley, CA | Insurance-Affiliated · Small ($100M–$1B) | $233M | 165 | 452 | 6 | 01/29/2026 | ☆ |
| 11991 | Ironwood Wealth Management, Inc. CRD 128699 | Hurricane, WV | Wealth Manager · Small ($100M–$1B) | $233M | 276 | 676 | 3 | 03/03/2026 | ☆ |
| 11992 | Holos Integrated Wealth, Llc CRD 329884 | Kennett Square, PA | Wealth Manager · Small ($100M–$1B) | $233M | 225 | 647 | 5 | 02/27/2026 | ☆ |
| 11993 | Lscp Advisors, Llc CRD 286018 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $233M | 5 | 5 | 16 | 03/31/2026 | ☆ |
| 11994 | We Alliance Wealth Advisors, Inc. CRD 175405 | Roseville, CA | Wealth Manager · Small ($100M–$1B) | $233M | 265 | 265 | 8 | 07/29/2026 | ☆ |
| 11995 | Anchor Wealth Management Group Llc CRD 329286 | West Palm Beach, FL | Wealth Manager · Small ($100M–$1B) | $233M | 209 | 630 | 1 | 03/05/2026 | ☆ |
| 11996 | D C Voss & Company, Llc CRD 123392 | Wealth Manager · Small ($100M–$1B) | $233M | 59 | 243 | 1 | 03/07/2026 | ☆ | |
| 11997 | Sundvold Capital Management Llc CRD 108176 | Columbia, MO | Insurance-Affiliated · Small ($100M–$1B) | $233M | 480 | 480 | 5 | 03/13/2026 | ☆ |
| 11998 | N CRD 143300 | Wealth Manager · Small ($100M–$1B) | $233M | 460 | 1,560 | 4 | 03/06/2025 | ☆ | |
| 11999 | Summit Financial Advisors, Inc. CRD 145007 | Middletown, OH | Wealth Manager · Small ($100M–$1B) | $233M | 139 | 417 | 4 | 06/09/2026 | ☆ |
| 12000 | Lizard Investors Llc CRD 147284 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $233M | 6 | 6 | 2 | 03/30/2026 | ☆ |