Investment advisers
45,052 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 |
|---|---|---|---|---|---|---|---|---|---|
| 13801 | South Texas Capital Advisors, Llc CRD 283773 | New Braunfels, TX | Wealth Manager · Small ($100M–$1B) | $167M | 27 | 59 | 2 | 06/24/2026 | ☆ |
| 13802 | Wingman Growth Partners Lp CRD 337355 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $167M | 1 | 1 | 7 | 06/29/2026 | ☆ |
| 13803 | Semitam Bonam Llc CRD 284461 | Goshen, NY | Wealth Manager · Small ($100M–$1B) | $167M | 66 | 283 | 3 | 03/20/2026 | ☆ |
| 13804 | The Monitor Group, Inc. CRD 126576 | Martinez, GA | Wealth Manager · Small ($100M–$1B) | $167M | 174 | 654 | 3 | 03/20/2026 | ☆ |
| 13805 | Safe Harbor Wealth Advisors, Llc CRD 284613 | Dublin, OH | Wealth Manager · Small ($100M–$1B) | $167M | 465 | 1,085 | 3 | 04/10/2026 | ☆ |
| 13806 | Expect Equity Llc CRD 324496 | Pikesville, MD | Private Fund Manager · Small ($100M–$1B) | $167M | 6 | 6 | 7 | 06/29/2026 | ☆ |
| 13807 | Catalyst Wealth Advisors Llc CRD 297503 | Newport Beach, CA | Wealth Manager · Small ($100M–$1B) | $167M | 31 | 91 | 2 | 03/02/2026 | ☆ |
| 13808 | Armory Capital Management, Llc CRD 149008 | Syracuse, NY | Wealth Manager · Small ($100M–$1B) | $167M | 95 | 347 | 2 | 03/06/2026 | ☆ |
| 13809 | Trg Investment Advisors, Llc CRD 315629 | Denver, CO | Wealth Manager · Small ($100M–$1B) | $167M | 241 | 413 | 6 | 07/01/2026 | ☆ |
| 13810 | Schlindwein Associates Llc CRD 109132 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $167M | 122 | 363 | 3 | 06/18/2026 | ☆ |
| 13811 | Perissos Private Wealth Management, Llc CRD 217514 | Bethany, OK | Wealth Manager · Small ($100M–$1B) | $167M | 264 | 550 | 2 | 06/02/2026 | ☆ |
| 13812 | Old Vine Capital, Llc CRD 305172 | Wealth Manager · Small ($100M–$1B) | $167M | 52 | 269 | 1 | 07/28/2026 | ☆ | |
| 13813 | Boyer Financial Services, Inc. CRD 331868 | Newport Beach, CA | Insurance-Affiliated · Small ($100M–$1B) | $167M | 226 | 520 | 7 | 03/27/2026 | ☆ |
| 13814 | Greenbelt Investment Advisors, Llc CRD 155704 | Round Rock, TX | Wealth Manager · Small ($100M–$1B) | $167M | 156 | 430 | 5 | 02/19/2026 | ☆ |
| 13815 | May, William Michael CRD 135127 | Wealth Manager · Small ($100M–$1B) | $167M | 144 | 199 | 1 | 03/10/2026 | ☆ | |
| 13816 | Sas Financial Advisors, Llc. CRD 288015 | San Francisco, CA | Wealth Manager · Small ($100M–$1B) | $167M | 162 | 471 | 8 | 09/02/2026 | ☆ |
| 13817 | Cornerstone Financial Management Llc CRD 140967 | Burlington, MA | Wealth Manager · Small ($100M–$1B) | $167M | 108 | 444 | 7 | 03/26/2026 | ☆ |
| 13818 | Aldebaran Capital, Llc CRD 122360 | Carmel, IN | Wealth Manager · Small ($100M–$1B) | $167M | 147 | 306 | 2 | 03/31/2026 | ☆ |
| 13819 | 8 Th Street Investments, Llc CRD 148727 | Alexandria, VA | Wealth Manager · Small ($100M–$1B) | $167M | 58 | 206 | 3 | 03/14/2026 | ☆ |
| 13820 | P.A.W. Capital Partners, Lp CRD 161094 | Greenwich, CT | Private Fund Manager · Small ($100M–$1B) | $167M | 57 | 57 | 3 | 09/16/2026 | ☆ |
| 13821 | Winthrop Square Capital, L.P. CRD 321630 | Boston, MA | Private Fund Manager · Small ($100M–$1B) | $167M | 3 | 3 | 4 | 02/24/2026 | ☆ |
| 13822 | Strategic Financial Management, Llc CRD 157376 | Wealth Manager · Small ($100M–$1B) | $167M | 27 | 12 | 3 | 03/19/2026 | ☆ | |
| 13823 | Mcdonnell Wealth Management, Llc CRD 164252 | Frankfort, IL | Wealth Manager · Small ($100M–$1B) | $167M | 159 | 467 | 3 | 02/26/2026 | ☆ |
| 13824 | Totem Macro Asset Management Lp CRD 328044 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $167M | 3 | 3 | 7 | 03/27/2026 | ☆ |
| 13825 | J.P. Capital Management, Inc. CRD 142109 | Eugene, OR | Wealth Manager · Small ($100M–$1B) | $167M | 43 | 162 | 1 | 06/22/2026 | ☆ |
| 13826 | Capital Gains Inc CRD 111717 | Niles, IL | Investment Adviser · Small ($100M–$1B) | $167M | 9 | 9 | 3 | 01/28/2026 | ☆ |
| 13827 | Bishop Street Capital Management, Llc CRD 108042 | Honolulu, HI | Mutual Fund / Asset Manager · Small ($100M–$1B) | $166M | 1 | 1 | 8 | 03/27/2026 | ☆ |
| 13828 | Evolution Private Investment Collective Llc CRD 311425 | Hermosa Beach, CA | Private Fund Manager · Small ($100M–$1B) | $166M | 9 | 9 | 5 | 08/27/2026 | ☆ |
| 13829 | Skybound Wealth Management Usa, Llc CRD 313358 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $166M | 339 | 339 | 12 | 09/18/2026 | ☆ |
| 13830 | Hunter Street Investment Advisors Llc CRD 145334 | Apex, NC | Wealth Manager · Small ($100M–$1B) | $166M | 352 | 889 | 8 | 06/01/2026 | ☆ |
| 13831 | Conway Partners Management, Llc CRD 319013 | Wealth Manager · Small ($100M–$1B) | $166M | 81 | 229 | 2 | 03/10/2026 | ☆ | |
| 13832 | Tr Capital Management, Llc CRD 164268 | Rockville Centre, NY | Private Fund Manager · Small ($100M–$1B) | $166M | 7 | 7 | 8 | 03/27/2026 | ☆ |
| 13833 | Great Lakes Wealth, Llc CRD 282362 | Northville, MI | Wealth Manager · Small ($100M–$1B) | $166M | 248 | 975 | 9 | 03/30/2026 | ☆ |
| 13834 | Afg Fiduciary Services Limited Partnership CRD 309943 | Hingham, MA | Wealth Manager · Small ($100M–$1B) | $166M | 159 | 323 | 3 | 03/05/2026 | ☆ |
| 13835 | Retirement Resources, Llc CRD 151889 | Auburn Hills, MI | Wealth Manager · Small ($100M–$1B) | $166M | 391 | 921 | 3 | 03/04/2026 | ☆ |
| 13836 | Participant Capital Advisors, Llc CRD 304859 | Miami, FL | Private Fund Manager · Small ($100M–$1B) | $166M | 6 | 6 | 9 | 03/24/2026 | ☆ |
| 13837 | Strong Retirement Solutions Llc CRD 335968 | Wealth Manager · Small ($100M–$1B) | $166M | 402 | 944 | 8 | 03/20/2026 | ☆ | |
| 13838 | V29 Capital Management, Llc CRD 338081 | Private Fund Manager · Small ($100M–$1B) | $166M | 2 | 2 | 2 | 03/27/2026 | ☆ | |
| 13839 | Anchor Health Capital, Llc CRD 309949 | Chattanooga, TN | Private Fund Manager · Small ($100M–$1B) | $166M | 9 | 9 | 8 | 03/27/2026 | ☆ |
| 13840 | W & S Management Services, Inc. CRD 127852 | Rochester, NY | Wealth Manager · Small ($100M–$1B) | $166M | 487 | 487 | 4 | 03/26/2026 | ☆ |
| 13841 | Stolzer Rothschild Levy Llc CRD 169817 | Basking Ridge, NJ | Insurance-Affiliated · Small ($100M–$1B) | $166M | 98 | 245 | 2 | 03/30/2026 | ☆ |
| 13842 | Lyons Capital Group, Llc CRD 335733 | Shreveport, LA | Wealth Manager · Small ($100M–$1B) | $166M | 287 | 677 | 6 | 08/07/2026 | ☆ |
| 13843 | N CRD 323770 | Private Fund Manager · Small ($100M–$1B) | $166M | 1 | 1 | 4 | 05/07/2025 | ☆ | |
| 13844 | Burgess Chambers & Associates Inc CRD 110164 | Orlando, FL | Investment Adviser · Small ($100M–$1B) | $166M | 22 | 22 | 10 | 03/23/2026 | ☆ |
| 13845 | Mutual Trust Advisory Group, Inc. CRD 277060 | Estero, FL | Wealth Manager · Small ($100M–$1B) | $166M | 176 | 491 | 3 | 02/11/2026 | ☆ |
| 13846 | N CRD 281645 | Private Fund Manager · Small ($100M–$1B) | $166M | 4 | 4 | 3 | 08/26/2025 | ☆ | |
| 13847 | Vestpointe Wealth Management, Llc CRD 132591 | Scottsdale, AZ | Wealth Manager · Small ($100M–$1B) | $166M | 116 | 423 | 3 | 03/05/2026 | ☆ |
| 13848 | Structure Wealth Management, Llc CRD 343156 | Tampa, FL | Wealth Manager · Small ($100M–$1B) | $166M | 146 | 714 | 2 | 08/19/2026 | ☆ |
| 13849 | Vision Financial Management, Llc CRD 170003 | Cuyahoga Falls, OH | Wealth Manager · Small ($100M–$1B) | $166M | 449 | 747 | 5 | 01/08/2026 | ☆ |
| 13850 | Feltl Advisors, Llc CRD 165244 | Plymouth, MN | Wealth Manager · Small ($100M–$1B) | $166M | 397 | 563 | 15 | 03/31/2026 | ☆ |