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 |
|---|---|---|---|---|---|---|---|---|---|
| 15251 | Integrity Road Wealth Partners Llc CRD 333154 | Houston, TX | Wealth Manager · Small ($100M–$1B) | $126M | 66 | 294 | 3 | 07/20/2026 | ☆ |
| 15252 | Squires Law & Squires Investments, Llc CRD 333991 | Wealth Manager · Small ($100M–$1B) | $126M | 73 | 73 | 1 | 01/17/2026 | ☆ | |
| 15253 | Reality Financial Planning Services, Llc CRD 143352 | Sarasota, FL | Wealth Manager · Small ($100M–$1B) | $126M | 214 | 477 | 2 | 03/20/2026 | ☆ |
| 15254 | Eagle's Crest Advisors, Llc CRD 335252 | Huntington, NY | Wealth Manager · Small ($100M–$1B) | $126M | 60 | 331 | 4 | 09/22/2026 | ☆ |
| 15255 | Bsc Capital Partners, Llc CRD 284338 | West Des Moines, IA | Wealth Manager · Small ($100M–$1B) | $126M | 321 | 728 | 5 | 06/29/2026 | ☆ |
| 15256 | Sundial Wealth Llc CRD 321900 | Delray Beach, FL | Wealth Manager · Small ($100M–$1B) | $126M | 58 | 113 | 3 | 07/01/2026 | ☆ |
| 15257 | Breakthru Advisory Services, Llc CRD 332173 | Muskego, WI | Wealth Manager · Small ($100M–$1B) | $126M | 21 | 82 | 4 | 07/29/2026 | ☆ |
| 15258 | Index Financial Advisors Llc CRD 141036 | Wealth Manager · Small ($100M–$1B) | $126M | 23 | 140 | 1 | 08/05/2026 | ☆ | |
| 15259 | Oda And Company, Inc. CRD 119952 | Medina, OH | Wealth Manager · Small ($100M–$1B) | $126M | 197 | 286 | 3 | 07/16/2026 | ☆ |
| 15260 | Hyphen Wealth Management Llc CRD 338134 | Lafayette, CA | Wealth Manager · Small ($100M–$1B) | $126M | 59 | 193 | 3 | 03/23/2026 | ☆ |
| 15261 | Liontree Partners Llc CRD 289817 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $125M | 9 | 9 | 30 | 05/20/2026 | ☆ |
| 15262 | Oak Street Investment Advisors, Llc CRD 288019 | Greenwood Village, CO | Private Fund Manager · Small ($100M–$1B) | $125M | 72 | 180 | 1 | 09/25/2026 | ☆ |
| 15263 | Lone Peak Advisers, Llc CRD 296772 | Draper, UT | Wealth Manager · Small ($100M–$1B) | $125M | 905 | 905 | 8 | 03/03/2026 | ☆ |
| 15264 | Berkeley Advisors, Inc. CRD 134455 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $125M | 81 | 314 | 2 | 02/05/2026 | ☆ |
| 15265 | Cultivate Wealth Partners Llc CRD 340314 | Broomfield, CO | Wealth Manager · Small ($100M–$1B) | $125M | 85 | 149 | 1 | 08/28/2026 | ☆ |
| 15266 | Demers Constance Elaine CRD 106702 | Columbus, OH | Wealth Manager · Small ($100M–$1B) | $125M | 38 | 190 | 2 | 05/12/2026 | ☆ |
| 15267 | Maytal Asset Management Llc CRD 168812 | White Plains, NY | Wealth Manager · Small ($100M–$1B) | $125M | 59 | 153 | 1 | 02/05/2026 | ☆ |
| 15268 | Gardner Asset Management Llc CRD 114263 | Dallas, TX | Insurance-Affiliated · Small ($100M–$1B) | $125M | 134 | 367 | 1 | 05/11/2026 | ☆ |
| 15269 | Wms Group Llc CRD 164327 | Wealth Manager · Small ($100M–$1B) | $125M | 252 | 521 | 2 | 04/07/2026 | ☆ | |
| 15270 | Ata Management Strategies Inc CRD 118829 | Whitehall, PA | Insurance-Affiliated · Small ($100M–$1B) | $125M | 405 | 405 | 2 | 03/13/2026 | ☆ |
| 15271 | Bastion Fiduciary, Llc CRD 333420 | Wealth Manager · Small ($100M–$1B) | $125M | 242 | 437 | 7 | 04/10/2026 | ☆ | |
| 15272 | Konza Global Advisory, Llc CRD 331692 | Overland Park, KS | Wealth Manager · Small ($100M–$1B) | $125M | 112 | 294 | 2 | 07/28/2026 | ☆ |
| 15273 | Seedsafe Financial Llc CRD 283887 | Wealth Manager · Small ($100M–$1B) | $125M | 86 | 406 | 7 | 08/13/2026 | ☆ | |
| 15274 | Blue Curve Advisory, Llc CRD 333724 | Towson, MD | Wealth Manager · Small ($100M–$1B) | $125M | 291 | 590 | 8 | 03/11/2026 | ☆ |
| 15275 | Southpaw Asset Management Lp CRD 135693 | Private Fund Manager · Small ($100M–$1B) | $125M | 3 | 3 | 2 | 03/27/2026 | ☆ | |
| 15276 | Cantlon Financial Planning Llc CRD 106622 | Insurance-Affiliated · Small ($100M–$1B) | $125M | 99 | 267 | 3 | 01/27/2026 | ☆ | |
| 15277 | 44 North Capital, Llc CRD 327552 | Burlington, VT | Wealth Manager · Small ($100M–$1B) | $125M | 438 | 438 | 3 | 08/26/2026 | ☆ |
| 15278 | Mar Wealth Management Services, Llc CRD 167335 | West Palm Beach, FL | Wealth Manager · Small ($100M–$1B) | $125M | 53 | 133 | 3 | 06/04/2026 | ☆ |
| 15279 | Wilson Group Financial Management, Llc CRD 339651 | Orlando, FL | Wealth Manager · Small ($100M–$1B) | $125M | 190 | 190 | 9 | 08/12/2026 | ☆ |
| 15280 | Abbondandolo Wealth Management Corp CRD 168081 | Glen Cove, NY | Wealth Manager · Small ($100M–$1B) | $125M | 244 | 244 | 1 | 07/24/2026 | ☆ |
| 15281 | Doxara Capital Lp CRD 339621 | Jacksonville, FL | Private Fund Manager · Small ($100M–$1B) | $125M | 2 | 2 | 3 | 02/25/2026 | ☆ |
| 15282 | East Beach Asset Management, Llc CRD 310563 | Los Angeles, CA | Investment Adviser · Small ($100M–$1B) | $125M | 1 | 3 | 04/02/2026 | ☆ | |
| 15283 | Foxglove Financial, Llc CRD 318971 | Wealth Manager · Small ($100M–$1B) | $125M | 15 | 1 | 03/25/2026 | ☆ | ||
| 15284 | Institutional Investment Consulting CRD 168705 | Bloomfield Hills, MI | Institutional / Pension Advisor · Small ($100M–$1B) | $125M | 45 | 4 | 13 | 02/01/2026 | ☆ |
| 15285 | N CRD 104814 | Wealth Manager · Small ($100M–$1B) | $125M | 50 | 50 | 2 | 06/02/2025 | ☆ | |
| 15286 | Paradoxiom Capital Lp CRD 330671 | Stamford, CT | Private Fund Manager · Small ($100M–$1B) | $125M | 1 | 1 | 3 | 07/17/2026 | ☆ |
| 15287 | Strongtower Wealth Management, Plc CRD 292882 | Hot Springs, AR | Wealth Manager · Small ($100M–$1B) | $125M | 380 | 744 | 7 | 09/08/2026 | ☆ |
| 15288 | Tidehaven Wealth, Llc CRD 281814 | Mount Pleasant, SC | Insurance-Affiliated · Small ($100M–$1B) | $125M | 163 | 545 | 2 | 07/16/2026 | ☆ |
| 15289 | Johnston Investment Counsel, Ltd. CRD 109726 | Wilton, CT | Wealth Manager · Small ($100M–$1B) | $125M | 90 | 305 | 2 | 09/23/2026 | ☆ |
| 15290 | Masterpiece Capital, Llc CRD 290075 | Austin, TX | Wealth Manager · Small ($100M–$1B) | $125M | 25 | 86 | 4 | 08/13/2026 | ☆ |
| 15291 | N CRD 112554 | Mutual Fund / Asset Manager · Small ($100M–$1B) | $125M | 1 | 1 | 6 | 03/21/2025 | ☆ | |
| 15292 | Sawyer Capital Management, Inc. CRD 161054 | Wealth Manager · Small ($100M–$1B) | $125M | 46 | 106 | 1 | 07/29/2026 | ☆ | |
| 15293 | Wolf Financial Advisors Llc CRD 146080 | Pekin, IL | Wealth Manager · Small ($100M–$1B) | $125M | 99 | 314 | 1 | 06/30/2026 | ☆ |
| 15294 | Landmark Investment Partners, L.P. CRD 329543 | West Palm Beach, FL | Investment Adviser · Small ($100M–$1B) | $125M | 2 | 2 | 5 | 03/31/2026 | ☆ |
| 15295 | Dakota Investments, Llc CRD 290284 | Bryn Mawr, PA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $125M | 1 | 1 | 6 | 05/06/2026 | ☆ |
| 15296 | Harborview Asset Management Llc CRD 332767 | Gig Harbor, WA | Wealth Manager · Small ($100M–$1B) | $125M | 15 | 32 | 2 | 03/05/2026 | ☆ |
| 15297 | Axiom Wealth Strategies, Llc CRD 313124 | Bend, OR | Wealth Manager · Small ($100M–$1B) | $125M | 283 | 283 | 3 | 07/17/2026 | ☆ |
| 15298 | Ngp Financial Planning, Llc CRD 310443 | Wealth Manager · Small ($100M–$1B) | $125M | 75 | 223 | 1 | 09/10/2026 | ☆ | |
| 15299 | Umb Private Wealth Management, Llc CRD 306374 | Overland Park, KS | Private Fund Manager · Small ($100M–$1B) | $125M | 46 | 46 | 94 | 09/18/2026 | ☆ |
| 15300 | Us Infravest Managers Lp CRD 312299 | Private Fund Manager · Small ($100M–$1B) | $125M | 2 | 2 | 2 | 02/06/2026 | ☆ |