Investment advisers
45,037 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 |
|---|---|---|---|---|---|---|---|---|---|
| 13301 | Jlens CRD 331778 | New York, NY | Mutual Fund / Asset Manager · Small ($100M–$1B) | $183M | 3 | 1 | 5 | 10/16/2025 | ☆ |
| 13302 | Econologics Financial Advisors, Llc CRD 125738 | Largo, FL | Insurance-Affiliated · Small ($100M–$1B) | $183M | 344 | 708 | 18 | 03/24/2026 | ☆ |
| 13303 | J.M. Arbour, Llc CRD 313352 | Gardiner, ME | Wealth Manager · Small ($100M–$1B) | $183M | 720 | 1,253 | 12 | 03/31/2026 | ☆ |
| 13304 | Sandy Morris Financial & Estate Planning Services, Llc CRD 187519 | Tampa, FL | Wealth Manager · Small ($100M–$1B) | $183M | 767 | 1,024 | 8 | 03/03/2026 | ☆ |
| 13305 | Tide Cove Capital Partners Llc CRD 327373 | Investment Adviser · Small ($100M–$1B) | $183M | 15 | 2 | 03/18/2026 | ☆ | ||
| 13306 | Miller Gesko & Co Inc. CRD 109671 | Buffalo, NY | Wealth Manager · Small ($100M–$1B) | $183M | 80 | 231 | 5 | 03/19/2026 | ☆ |
| 13307 | Williamson Legacy Group, Llc CRD 318629 | Insurance-Affiliated · Small ($100M–$1B) | $183M | 348 | 835 | 6 | 03/11/2026 | ☆ | |
| 13308 | Greg Jennings, Llc CRD 341031 | Dewitt, NY | Wealth Manager · Small ($100M–$1B) | $183M | 168 | 453 | 3 | 08/07/2026 | ☆ |
| 13309 | Nardis Advisors Llc CRD 151517 | Wealth Manager · Small ($100M–$1B) | $183M | 153 | 378 | 6 | 03/26/2026 | ☆ | |
| 13310 | Hoffmann Hermanson Llc CRD 130484 | Denver, CO | Insurance-Affiliated · Small ($100M–$1B) | $183M | 199 | 357 | 2 | 04/03/2026 | ☆ |
| 13311 | George M. Hiller Companies, Llc CRD 112409 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $183M | 429 | 429 | 5 | 03/25/2026 | ☆ |
| 13312 | Walton Financial CRD 331634 | Birmingham, AL | Wealth Manager · Small ($100M–$1B) | $183M | 256 | 526 | 7 | 06/18/2026 | ☆ |
| 13313 | Altamont Wealth Management, Inc. CRD 136031 | Livermore, CA | Wealth Manager · Small ($100M–$1B) | $183M | 37 | 126 | 3 | 08/07/2026 | ☆ |
| 13314 | Anchored Financial Planning Llc CRD 336537 | West Deptford, NJ | Insurance-Affiliated · Small ($100M–$1B) | $183M | 500 | 1,223 | 5 | 07/16/2026 | ☆ |
| 13315 | Ofc Financial Planning, Llc CRD 133846 | Wealth Manager · Small ($100M–$1B) | $183M | 99 | 369 | 2 | 02/25/2026 | ☆ | |
| 13316 | White Wing Wealth Management, Llc CRD 226524 | The Woodlands, TX | Wealth Manager · Small ($100M–$1B) | $183M | 151 | 500 | 5 | 04/20/2026 | ☆ |
| 13317 | Genter Advisors Llc CRD 113916 | Los Angeles, CA | Wealth Manager · Small ($100M–$1B) | $183M | 569 | 569 | 63 | 04/01/2026 | ☆ |
| 13318 | Marathon Strategic Advisors, Llc CRD 117108 | Pittsburgh, PA | Wealth Manager · Small ($100M–$1B) | $183M | 205 | 600 | 2 | 09/10/2026 | ☆ |
| 13319 | Kuhn & Company Investment Counsel, Llc CRD 306434 | Chicago, IL | Wealth Manager · Small ($100M–$1B) | $183M | 52 | 187 | 3 | 04/06/2026 | ☆ |
| 13320 | Invariant Investment Management Llc CRD 168772 | Camp Hill, PA | Wealth Manager · Small ($100M–$1B) | $183M | 313 | 762 | 7 | 07/27/2026 | ☆ |
| 13321 | Safs, Llc CRD 144405 | Lemoyne, PA | Wealth Manager · Small ($100M–$1B) | $183M | 279 | 627 | 2 | 01/20/2026 | ☆ |
| 13322 | Godfrey Financial Associates, Inc. CRD 126189 | Glenmont, NY | Insurance-Affiliated · Small ($100M–$1B) | $183M | 395 | 702 | 3 | 03/21/2026 | ☆ |
| 13323 | Summit Wealth Group, Llc CRD 166118 | Tulsa, OK | Wealth Manager · Small ($100M–$1B) | $182M | 282 | 824 | 8 | 09/08/2026 | ☆ |
| 13324 | Wold Financial Group Llc CRD 316409 | Mendota Heights, MN | Wealth Manager · Small ($100M–$1B) | $182M | 72 | 327 | 3 | 03/17/2026 | ☆ |
| 13325 | One Resource Group Wealth Management Llc CRD 293819 | Dublin, OH | Wealth Manager · Small ($100M–$1B) | $182M | 599 | 822 | 9 | 03/17/2026 | ☆ |
| 13326 | Gsi Capital Advisors Llc CRD 135143 | Newport Beach, CA | Endowment & Foundation Advisor · Small ($100M–$1B) | $182M | 3 | 3 | 4 | 04/13/2026 | ☆ |
| 13327 | Sherclar, Inc CRD 166812 | Charlotte, NC | Wealth Manager · Small ($100M–$1B) | $182M | 144 | 510 | 4 | 03/17/2026 | ☆ |
| 13328 | Righthand Capital, Llc CRD 307517 | West Newton, MA | Insurance-Affiliated · Small ($100M–$1B) | $182M | 118 | 214 | 3 | 07/31/2026 | ☆ |
| 13329 | Marsh Wealth Management, Llc CRD 282111 | Knoxville, TN | Wealth Manager · Small ($100M–$1B) | $182M | 181 | 565 | 6 | 03/03/2026 | ☆ |
| 13330 | Kingstone Capital Partners Texas, Llc CRD 281593 | Frisco, TX | Wealth Manager · Small ($100M–$1B) | $182M | 192 | 479 | 8 | 04/07/2026 | ☆ |
| 13331 | N CRD 136583 | Wealth Manager · Small ($100M–$1B) | $182M | 304 | 706 | 3 | 02/27/2025 | ☆ | |
| 13332 | Barrett Upton Capital Partners Llc CRD 326104 | Lake Forest, IL | Private Fund Manager · Small ($100M–$1B) | $182M | 1 | 4 | 9 | 03/26/2026 | ☆ |
| 13333 | Riho Partners, Llc CRD 289840 | Investment Adviser · Small ($100M–$1B) | $182M | 6 | 14 | 1 | 03/31/2026 | ☆ | |
| 13334 | Four Tree Island Advisory Llc CRD 158851 | Portsmouth, NH | Wealth Manager · Small ($100M–$1B) | $182M | 54 | 136 | 2 | 03/02/2026 | ☆ |
| 13335 | N CRD 106301 | Investment Adviser · Small ($100M–$1B) | $182M | 2 | 2 | 13 | 03/26/2026 | ☆ | |
| 13336 | Financial Freedom For Dentists Llc CRD 301981 | Snoqualmie, WA | Wealth Manager · Small ($100M–$1B) | $182M | 143 | 448 | 3 | 06/30/2026 | ☆ |
| 13337 | Angeles Family Office, Llc CRD 338266 | Santa Monica, CA | Multi-Family Office · Small ($100M–$1B) | $182M | 23 | 226 | 5 | 08/26/2026 | ☆ |
| 13338 | Allegiance Financial Advisors, Inc. CRD 127293 | Jacksonville, FL | Wealth Manager · Small ($100M–$1B) | $182M | 338 | 480 | 7 | 02/10/2026 | ☆ |
| 13339 | Martin Capital Advisors, Llp CRD 108529 | San Antonio, TX | Wealth Manager · Small ($100M–$1B) | $182M | 84 | 84 | 9 | 02/09/2026 | ☆ |
| 13340 | Freestate Advisors Llc CRD 145800 | Overland Park, KS | Wealth Manager · Small ($100M–$1B) | $182M | 244 | 635 | 9 | 01/05/2026 | ☆ |
| 13341 | Dark Horse Advisors Llc CRD 312741 | Wealth Manager · Small ($100M–$1B) | $182M | 179 | 426 | 7 | 04/27/2026 | ☆ | |
| 13342 | Trilinc Global Advisors, Llc CRD 285161 | Manhattan Beach, CA | Private Fund Manager · Small ($100M–$1B) | $182M | 8 | 8 | 19 | 04/01/2026 | ☆ |
| 13343 | Financial Partners, Llc CRD 170002 | Santa Fe, NM | Insurance-Affiliated · Small ($100M–$1B) | $182M | 268 | 268 | 4 | 03/31/2026 | ☆ |
| 13344 | Mrd, Inc. CRD 111227 | Wealth Manager · Small ($100M–$1B) | $182M | 73 | 266 | 2 | 08/06/2026 | ☆ | |
| 13345 | Emmett Investment Management, Lp CRD 299543 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $182M | 1 | 1 | 2 | 03/13/2026 | ☆ |
| 13346 | Cannon Advisors, Inc. CRD 293929 | Charlotte, NC | Insurance-Affiliated · Small ($100M–$1B) | $182M | 230 | 230 | 5 | 03/23/2026 | ☆ |
| 13347 | Epilog Partners, Lp. CRD 325368 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $182M | 2 | 2 | 3 | 04/07/2026 | ☆ |
| 13348 | Bradesco Global Advisors Inc. CRD 134416 | Coral Gables, FL | Private Fund Manager · Small ($100M–$1B) | $182M | 1,196 | 1,196 | 21 | 09/23/2026 | ☆ |
| 13349 | Richard Ney & Associates Asset Management, Inc. CRD 109075 | Wealth Manager · Small ($100M–$1B) | $182M | 64 | 64 | 1 | 02/27/2026 | ☆ | |
| 13350 | U.S. Wealth Group, Llc CRD 141062 | Insurance-Affiliated · Small ($100M–$1B) | $182M | 257 | 257 | 2 | 03/26/2026 | ☆ |