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 |
|---|---|---|---|---|---|---|---|---|---|
| 14751 | Rand Advisors, Llc CRD 172839 | Private Fund Manager · Small ($100M–$1B) | $139M | 3 | 78 | 1 | 03/05/2026 | ☆ | |
| 14752 | Stonebriar Wealth, Llc CRD 327618 | Lehi, UT | Wealth Manager · Small ($100M–$1B) | $139M | 505 | 505 | 11 | 04/02/2026 | ☆ |
| 14753 | Integra Financial, Inc. CRD 113422 | Greenwood Village, CO | Insurance-Affiliated · Small ($100M–$1B) | $139M | 113 | 260 | 5 | 09/22/2026 | ☆ |
| 14754 | Twenty Twenty Investment Advisors,Llc CRD 128086 | Wealth Manager · Small ($100M–$1B) | $139M | 341 | 564 | 6 | 07/24/2026 | ☆ | |
| 14755 | Gunder Wealth Management, Llc CRD 301258 | Wealth Manager · Small ($100M–$1B) | $139M | 111 | 585 | 2 | 01/19/2026 | ☆ | |
| 14756 | Southpaw Cp Manager Lp CRD 339218 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $139M | 4 | 4 | 5 | 08/21/2026 | ☆ |
| 14757 | Brooktree Capital Management Inc. CRD 114173 | Grand Rapids, MI | Wealth Manager · Small ($100M–$1B) | $139M | 74 | 143 | 2 | 03/06/2026 | ☆ |
| 14758 | Silverhawk Capital Partners, Llc CRD 161678 | Overland Park, KS | Private Fund Manager · Small ($100M–$1B) | $139M | 5 | 5 | 5 | 09/17/2026 | ☆ |
| 14759 | Advantage Investing, Inc. CRD 116059 | Coral Gables, FL | Investment Adviser · Small ($100M–$1B) | $139M | 372 | 674 | 2 | 09/28/2026 | ☆ |
| 14760 | Blair Hall Advisors, Llc CRD 170114 | Wealth Manager · Small ($100M–$1B) | $139M | 48 | 48 | 2 | 09/15/2026 | ☆ | |
| 14761 | Saratoga Capital Management, Llc CRD 112021 | Avondale, AZ | Mutual Fund / Asset Manager · Small ($100M–$1B) | $139M | 1 | 1 | 4 | 03/30/2026 | ☆ |
| 14762 | Wisdom Wealth Investment Advisors Llc CRD 170536 | Phoenix, AZ | Wealth Manager · Small ($100M–$1B) | $139M | 271 | 678 | 2 | 09/25/2026 | ☆ |
| 14763 | Broussard Financial Group, Llc CRD 123724 | Kaplan, LA | Wealth Manager · Small ($100M–$1B) | $139M | 191 | 438 | 2 | 04/27/2026 | ☆ |
| 14764 | Pennantpark Private Income Fund Advisers Llc CRD 337750 | Miami Beach, FL | Investment Adviser · Small ($100M–$1B) | $139M | 1 | 1 | 91 | 03/31/2026 | ☆ |
| 14765 | Dorato Capital Management CRD 110097 | Wealth Manager · Small ($100M–$1B) | $139M | 94 | 235 | 3 | 01/23/2026 | ☆ | |
| 14766 | Metanoia Financial, Llc CRD 152366 | Wealth Manager · Small ($100M–$1B) | $139M | 151 | 554 | 3 | 03/31/2026 | ☆ | |
| 14767 | Howland And Associates, Llc CRD 106963 | St Petersburg, FL | Wealth Manager · Small ($100M–$1B) | $139M | 67 | 67 | 5 | 08/11/2026 | ☆ |
| 14768 | Revere Capital Management Lp CRD 306662 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $139M | 4 | 4 | 29 | 08/05/2026 | ☆ |
| 14769 | Marchand Faries Financial Management, Inc. CRD 107813 | Wealth Manager · Small ($100M–$1B) | $139M | 90 | 223 | 4 | 02/26/2026 | ☆ | |
| 14770 | Wynwood Capital, Llc CRD 284493 | Investment Adviser · Small ($100M–$1B) | $139M | 1 | 7 | 1 | 03/16/2026 | ☆ | |
| 14771 | Strategic Probability Partners, Llc CRD 174441 | Multi-Family Office · Small ($100M–$1B) | $139M | 8 | 26 | 2 | 03/24/2026 | ☆ | |
| 14772 | Investment & Retirement Advisors, Llc CRD 131741 | Murfreesboro, TN | Insurance-Affiliated · Small ($100M–$1B) | $139M | 202 | 584 | 3 | 01/09/2026 | ☆ |
| 14773 | Cb Capital Advisors, Llc CRD 147242 | New York, NY | Wealth Manager · Small ($100M–$1B) | $139M | 59 | 59 | 2 | 03/13/2026 | ☆ |
| 14774 | Centerstar Asset Management, Llc CRD 289928 | Chicago, IL | Private Fund Manager · Small ($100M–$1B) | $139M | 3 | 3 | 8 | 03/24/2026 | ☆ |
| 14775 | Centerpiece Wealth Advisor L.L.C. CRD 296956 | Greenwood Village, CO | Wealth Manager · Small ($100M–$1B) | $139M | 75 | 312 | 2 | 07/29/2026 | ☆ |
| 14776 | Tkc Wealth Management Llc CRD 158498 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $139M | 284 | 284 | 6 | 03/23/2026 | ☆ |
| 14777 | Stone Loft Wealth Management Llc CRD 337410 | Wealth Manager · Small ($100M–$1B) | $139M | 28 | 75 | 2 | 03/04/2026 | ☆ | |
| 14778 | Comprehensive Planning Associates, Inc. CRD 115932 | Lebanon, NH | Wealth Manager · Small ($100M–$1B) | $138M | 124 | 359 | 4 | 03/23/2026 | ☆ |
| 14779 | Blueprint Wealth Management Advisors Llc CRD 166264 | Wealth Manager · Small ($100M–$1B) | $138M | 106 | 106 | 1 | 03/31/2026 | ☆ | |
| 14780 | Swp Investment Management Llc CRD 331314 | Independence, OH | Mutual Fund / Asset Manager · Small ($100M–$1B) | $138M | 1 | 1 | 5 | 03/16/2026 | ☆ |
| 14781 | Fsam Llc CRD 287851 | Alpharetta, GA | Insurance-Affiliated · Small ($100M–$1B) | $138M | 158 | 158 | 14 | 08/03/2026 | ☆ |
| 14782 | Cmg Wealth Advisors Llc CRD 340600 | Madison, WI | Wealth Manager · Small ($100M–$1B) | $138M | 1,058 | 1,747 | 5 | 09/09/2026 | ☆ |
| 14783 | Garrison Bradford & Associates Inc CRD 105603 | New York, NY | Insurance-Affiliated · Small ($100M–$1B) | $138M | 92 | 96 | 3 | 03/31/2026 | ☆ |
| 14784 | Stratton Capital Investment Advisory Llc CRD 307491 | New York, NY | Wealth Manager · Small ($100M–$1B) | $138M | 663 | 643 | 13 | 06/04/2026 | ☆ |
| 14785 | Wildes Financial Strategies, Inc CRD 289496 | Georgetown, SC | Wealth Manager · Small ($100M–$1B) | $138M | 422 | 980 | 8 | 07/23/2026 | ☆ |
| 14786 | Maya Advisors, Inc. CRD 144325 | Palo Alto, CA | Wealth Manager · Small ($100M–$1B) | $138M | 39 | 157 | 1 | 05/12/2026 | ☆ |
| 14787 | Paragon Investing, Llc CRD 310897 | Wealth Manager · Small ($100M–$1B) | $138M | 184 | 445 | 3 | 08/03/2026 | ☆ | |
| 14788 | Clark, Robert O. CRD 121288 | Annapolis, MD | Insurance-Affiliated · Small ($100M–$1B) | $138M | 169 | 303 | 1 | 03/06/2026 | ☆ |
| 14789 | Mark Bell Advisory Services, Inc. CRD 107114 | Chicago, IL | Wealth Manager · Small ($100M–$1B) | $138M | 27 | 90 | 1 | 03/25/2026 | ☆ |
| 14790 | Calamita Wealth Management Inc. CRD 153316 | Charlotte, NC | Wealth Manager · Small ($100M–$1B) | $138M | 110 | 391 | 4 | 07/20/2026 | ☆ |
| 14791 | Burr Financial Services, Llc CRD 323114 | Wealth Manager · Small ($100M–$1B) | $138M | 159 | 314 | 3 | 03/02/2026 | ☆ | |
| 14792 | Arbor Wealth Management, Llc CRD 168774 | Tempe, AZ | Wealth Manager · Small ($100M–$1B) | $138M | 111 | 331 | 2 | 03/13/2026 | ☆ |
| 14793 | Tano Capital, Llc CRD 160367 | San Mateo, CA | Investment Adviser · Small ($100M–$1B) | $138M | 2 | 2 | 1 | 03/24/2026 | ☆ |
| 14794 | Diversified Wealth Advisors, Llc CRD 311903 | Kansas City, MO | Wealth Manager · Small ($100M–$1B) | $138M | 408 | 691 | 5 | 08/25/2026 | ☆ |
| 14795 | N CRD 146943 | Wealth Manager · Small ($100M–$1B) | $138M | 91 | 314 | 2 | 06/12/2025 | ☆ | |
| 14796 | Giving Tree Wealth Advisors CRD 312361 | San Ramon, CA | Insurance-Affiliated · Small ($100M–$1B) | $138M | 225 | 225 | 2 | 09/10/2026 | ☆ |
| 14797 | Glassbead Capital Management Llc CRD 298816 | Miami Beach, FL | Private Fund Manager · Small ($100M–$1B) | $138M | 7 | 29 | 3 | 08/25/2026 | ☆ |
| 14798 | American Investment Advisors Inc CRD 104579 | Madison, WI | Wealth Manager · Small ($100M–$1B) | $138M | 176 | 176 | 2 | 03/25/2026 | ☆ |
| 14799 | Landolt Securities, Inc. CRD 28352 | Lake Bluff, IL | Insurance-Affiliated · Small ($100M–$1B) | $138M | 198 | 301 | 14 | 06/29/2026 | ☆ |
| 14800 | Vericrest Private Wealth, Llc CRD 311111 | Newtown, PA | Wealth Manager · Small ($100M–$1B) | $138M | 109 | 401 | 2 | 03/25/2026 | ☆ |