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 |
|---|---|---|---|---|---|---|---|---|---|
| 14701 | Colmina, Llc CRD 289191 | Seattle, WA | Wealth Manager · Small ($100M–$1B) | $140M | 231 | 231 | 9 | 09/28/2026 | ☆ |
| 14702 | Microvest Capital Management, Llc CRD 153395 | Washington, DC | Private Fund Manager · Small ($100M–$1B) | $140M | 6 | 6 | 7 | 04/15/2026 | ☆ |
| 14703 | Olive Branch Capital, Llc CRD 302094 | Wealth Manager · Small ($100M–$1B) | $140M | 142 | 305 | 3 | 03/16/2026 | ☆ | |
| 14704 | Savior Llc CRD 299178 | Wellesley, MA | Private Fund Manager · Small ($100M–$1B) | $140M | 218 | 303 | 3 | 03/31/2026 | ☆ |
| 14705 | Excomp Asset Management Ltd CRD 110434 | Melville, NY | Wealth Manager · Small ($100M–$1B) | $140M | 146 | 146 | 5 | 04/14/2026 | ☆ |
| 14706 | Monroe Capital Real Estate Credit Advisors, Llc CRD 336266 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $140M | 1 | 1 | 50 | 05/01/2026 | ☆ |
| 14707 | Agman Capital Llc CRD 334799 | Omaha, NE | Investment Adviser · Small ($100M–$1B) | $140M | 2 | 4 | 3 | 01/31/2026 | ☆ |
| 14708 | N CRD 226643 | Wealth Manager · Small ($100M–$1B) | $140M | 136 | 512 | 2 | 03/24/2025 | ☆ | |
| 14709 | Hoya Capital Real Estate, Llc CRD 281848 | Rowayton, CT | Mutual Fund / Asset Manager · Small ($100M–$1B) | $140M | 12 | 12 | 4 | 03/30/2026 | ☆ |
| 14710 | Heaton Financial, Pc CRD 134578 | Cedar City, UT | Wealth Manager · Small ($100M–$1B) | $140M | 336 | 660 | 2 | 08/13/2026 | ☆ |
| 14711 | Qm Advisors Llc CRD 297438 | Wealth Manager · Small ($100M–$1B) | $140M | 161 | 161 | 9 | 03/25/2026 | ☆ | |
| 14712 | Bosman Wealth Management, Llc CRD 290550 | Redlands, CA | Insurance-Affiliated · Small ($100M–$1B) | $140M | 136 | 292 | 1 | 03/13/2026 | ☆ |
| 14713 | Flagship Investment Management Llc CRD 332788 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $140M | 4 | 4 | 12 | 04/14/2026 | ☆ |
| 14714 | Larson Williams Wealth Advisors, Llc CRD 311414 | Cedar City, UT | Wealth Manager · Small ($100M–$1B) | $140M | 537 | 1,007 | 2 | 03/19/2026 | ☆ |
| 14715 | Chipser Wealth Management, Llc CRD 306396 | Destin, FL | Wealth Manager · Small ($100M–$1B) | $140M | 107 | 391 | 3 | 01/27/2026 | ☆ |
| 14716 | Cliveden Capital Management, Llc CRD 168725 | Multi-Family Office · Small ($100M–$1B) | $140M | 10 | 10 | 1 | 06/08/2026 | ☆ | |
| 14717 | Davenport Capital Management, Llc CRD 159785 | Mill Valley, CA | Broker-Dealer (Dually Registered) · Small ($100M–$1B) | $140M | 1 | 1 | 1 | 07/13/2026 | ☆ |
| 14718 | Fortis Portfolio Solutions, Llc CRD 314886 | Chicago, IL | Wealth Manager · Small ($100M–$1B) | $140M | 276 | 276 | 2 | 03/26/2026 | ☆ |
| 14719 | Claremont Financial Group,Inc. CRD 107806 | Claremont, CA | Wealth Manager · Small ($100M–$1B) | $140M | 275 | 540 | 4 | 07/21/2026 | ☆ |
| 14720 | Credentialed Wealth Advisors, Llc CRD 312517 | Johnstown, CO | Insurance-Affiliated · Small ($100M–$1B) | $140M | 302 | 896 | 4 | 02/06/2026 | ☆ |
| 14721 | Jemma Investment Advisors Llc CRD 284198 | Baltimore, MD | Wealth Manager · Small ($100M–$1B) | $140M | 324 | 641 | 5 | 07/01/2026 | ☆ |
| 14722 | Fairview Constitution Management Iv Llc CRD 159304 | West Hartford, CT | Private Fund Manager · Small ($100M–$1B) | $140M | 1 | 1 | 26 | 04/14/2026 | ☆ |
| 14723 | Tonka Capital Partners, Llc CRD 298336 | Minnetonka, MN | Private Fund Manager · Small ($100M–$1B) | $140M | 1 | 4 | 3 | 05/07/2026 | ☆ |
| 14724 | Legacy Pcg, Llc CRD 283909 | Newport, CA | Wealth Manager · Small ($100M–$1B) | $140M | 71 | 200 | 2 | 03/23/2026 | ☆ |
| 14725 | Omega Capital Management,Llc CRD 129167 | Flanders, NJ | Insurance-Affiliated · Small ($100M–$1B) | $140M | 171 | 568 | 2 | 03/17/2026 | ☆ |
| 14726 | Kadita Partners Pte. Ltd. CRD 326660 | Singapore | Private Fund Manager · Small ($100M–$1B) | $140M | 8 | 8 | 6 | 03/27/2026 | ☆ |
| 14727 | Imperity Wealth Alliance Llc CRD 339113 | Melville, NY | Wealth Manager · Small ($100M–$1B) | $140M | 363 | 574 | 14 | 07/30/2026 | ☆ |
| 14728 | Ross Wealth Advisors, Llc CRD 304359 | Columbus, OH | Insurance-Affiliated · Small ($100M–$1B) | $140M | 274 | 594 | 4 | 06/29/2026 | ☆ |
| 14729 | Monetary Solutions, Ltd. CRD 121217 | Dayton, OH | Wealth Manager · Small ($100M–$1B) | $140M | 125 | 278 | 2 | 08/18/2026 | ☆ |
| 14730 | Contrary Legacy Llc CRD 325014 | Wealth Manager · Small ($100M–$1B) | $140M | 20 | 63 | 4 | 03/13/2026 | ☆ | |
| 14731 | Coombs Wealth Advisory, Llc CRD 281132 | Blue Bell, PA | Wealth Manager · Small ($100M–$1B) | $140M | 18 | 91 | 2 | 02/03/2026 | ☆ |
| 14732 | Haverstock Capital Llp CRD 340312 | London | Private Fund Manager · Small ($100M–$1B) | $140M | 2 | 2 | 5 | 08/28/2026 | ☆ |
| 14733 | Boyd Financial Strategies, Inc. CRD 107505 | Auburn, MA | Wealth Manager · Small ($100M–$1B) | $140M | 149 | 151 | 3 | 03/20/2026 | ☆ |
| 14734 | Sikorski Wealth Management, Llc CRD 312805 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $140M | 227 | 644 | 3 | 03/27/2026 | ☆ |
| 14735 | Clarity Retirement & Wealth, Llc CRD 337718 | New Bedford, MA | Wealth Manager · Small ($100M–$1B) | $140M | 329 | 499 | 2 | 01/14/2026 | ☆ |
| 14736 | Alteris Capital Partners, Llc CRD 335079 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $140M | 88 | 302 | 3 | 03/06/2026 | ☆ |
| 14737 | Teza Capital Management Llc CRD 173124 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $140M | 5 | 5 | 90 | 03/31/2026 | ☆ |
| 14738 | Telos Partners Llc CRD 340922 | Avon, CT | Wealth Manager · Small ($100M–$1B) | $139M | 65 | 271 | 3 | 07/29/2026 | ☆ |
| 14739 | Gross Domestic Product, Inc CRD 147588 | Wealth Manager · Small ($100M–$1B) | $139M | 69 | 233 | 2 | 03/26/2026 | ☆ | |
| 14740 | Braeside Investments, Llc CRD 131184 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $139M | 3 | 3 | 3 | 03/02/2026 | ☆ |
| 14741 | Marvel Financial Planning, Inc. CRD 327420 | Wealth Manager · Small ($100M–$1B) | $139M | 242 | 726 | 4 | 08/25/2026 | ☆ | |
| 14742 | James Scott S Co CRD 105861 | Falls Church, VA | Broker-Dealer (Dually Registered) · Small ($100M–$1B) | $139M | 139 | 267 | 3 | 03/30/2026 | ☆ |
| 14743 | Beyond Wealth Management Group, Llc CRD 293291 | New Paltz, NY | Wealth Manager · Small ($100M–$1B) | $139M | 327 | 784 | 3 | 03/12/2026 | ☆ |
| 14744 | Tnl Asset Management Llc CRD 137419 | Boulder, CO | Wealth Manager · Small ($100M–$1B) | $139M | 164 | 164 | 4 | 02/27/2026 | ☆ |
| 14745 | Clearwater Capital Management Llc CRD 115283 | Wealth Manager · Small ($100M–$1B) | $139M | 18 | 18 | 1 | 03/02/2026 | ☆ | |
| 14746 | Cravens Brothers Private Wealth Management Llc CRD 162673 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $139M | 44 | 135 | 2 | 05/21/2026 | ☆ |
| 14747 | Lane Generational Llc CRD 309619 | Wealth Manager · Small ($100M–$1B) | $139M | 50 | 86 | 2 | 05/05/2026 | ☆ | |
| 14748 | Raven Capital Management Llc CRD 164755 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $139M | 4 | 4 | 23 | 05/07/2026 | ☆ |
| 14749 | Legacy Financial Advisors Ii, Llc CRD 309156 | Wealth Manager · Small ($100M–$1B) | $139M | 216 | 522 | 3 | 02/20/2026 | ☆ | |
| 14750 | Benold Financial Planning Inc. CRD 134258 | Wealth Manager · Small ($100M–$1B) | $139M | 60 | 184 | 2 | 01/21/2026 | ☆ |