Investment advisers
44,576 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 | Watkinson Capital Advisors Llc CRD 151862 | Berwyn, PA | Wealth Manager · Small ($100M–$1B) | $124M | 92 | 124 | 3 | 03/13/2026 | ☆ |
| 15252 | Oakmont Wealth Advisory, Llc CRD 299021 | Columbia, MD | Wealth Manager · Small ($100M–$1B) | $124M | 65 | 185 | 3 | 03/11/2026 | ☆ |
| 15253 | Royal Palms Capital, Llc CRD 135304 | Wealth Manager · Small ($100M–$1B) | $124M | 87 | 249 | 1 | 06/29/2026 | ☆ | |
| 15254 | Merryfield Barnes, Llc CRD 159862 | Ithaca, NY | Wealth Manager · Small ($100M–$1B) | $124M | 200 | 476 | 4 | 03/20/2026 | ☆ |
| 15255 | Cardea Capital Advisors, Llc CRD 307600 | Vero Beach, FL | Wealth Manager · Small ($100M–$1B) | $124M | 257 | 393 | 9 | 07/27/2026 | ☆ |
| 15256 | Emergent Capital Advisors, Llc CRD 156112 | Houston, TX | Private Fund Manager · Small ($100M–$1B) | $124M | 1 | 1 | 4 | 03/16/2026 | ☆ |
| 15257 | T.R.U.E. Coastal Capital, Llc CRD 281556 | Savannah, GA | Insurance-Affiliated · Small ($100M–$1B) | $124M | 156 | 416 | 4 | 03/25/2026 | ☆ |
| 15258 | Jmh Wealth Management, Llc CRD 139294 | Hanover, NH | Wealth Manager · Small ($100M–$1B) | $124M | 80 | 203 | 3 | 05/01/2026 | ☆ |
| 15259 | Eagle Point Enhanced Income Management Llc CRD 327357 | Greenwich, CT | Mutual Fund / Asset Manager · Small ($100M–$1B) | $124M | 1 | 1 | 90 | 07/14/2026 | ☆ |
| 15260 | Peterson Financial Services Llc CRD 106127 | Denver, CO | Insurance-Affiliated · Small ($100M–$1B) | $124M | 162 | 162 | 2 | 02/06/2026 | ☆ |
| 15261 | Brooklawn Capital Advisors Llc CRD 287796 | New York, NY | Multi-Family Office · Small ($100M–$1B) | $124M | 10 | 14 | 1 | 03/30/2026 | ☆ |
| 15262 | Surience Private Wealth Llc CRD 313055 | Yakima, WA | Wealth Manager · Small ($100M–$1B) | $124M | 148 | 318 | 3 | 05/04/2026 | ☆ |
| 15263 | Abridge Partners, Llc CRD 145247 | Insurance-Affiliated · Small ($100M–$1B) | $124M | 116 | 319 | 5 | 03/23/2026 | ☆ | |
| 15264 | Meridian Asset Management, Llc CRD 154239 | Investment Adviser · Small ($100M–$1B) | $124M | 62 | 80 | 2 | 02/17/2026 | ☆ | |
| 15265 | Infinity 8 Investments, Llc CRD 152180 | Cupertino, CA | Wealth Manager · Small ($100M–$1B) | $124M | 65 | 171 | 1 | 07/20/2026 | ☆ |
| 15266 | Titan Investment Management Llc CRD 291148 | Indianapolis, IN | Wealth Manager · Small ($100M–$1B) | $124M | 269 | 439 | 4 | 03/03/2026 | ☆ |
| 15267 | Iowa Wealth Management, Llc CRD 286435 | West Des Moines, IA | Wealth Manager · Small ($100M–$1B) | $124M | 142 | 377 | 4 | 02/09/2026 | ☆ |
| 15268 | Midwest Financial Associates, Inc. CRD 158573 | Rockford, IL | Wealth Manager · Small ($100M–$1B) | $124M | 301 | 632 | 4 | 07/07/2026 | ☆ |
| 15269 | Agilis Investment Management Llc CRD 336358 | Wilton, CT | Wealth Manager · Small ($100M–$1B) | $124M | 212 | 212 | 4 | 05/27/2026 | ☆ |
| 15270 | Tqm Wealth Partners, Llc CRD 282979 | Marblehead, MA | Wealth Manager · Small ($100M–$1B) | $124M | 65 | 220 | 4 | 05/12/2026 | ☆ |
| 15271 | Greenleaf Financial Network, Llc CRD 284165 | Wealth Manager · Small ($100M–$1B) | $124M | 189 | 329 | 11 | 06/26/2026 | ☆ | |
| 15272 | Cosey Financial Services, Inc. CRD 140175 | Knoxville, TN | Wealth Manager · Small ($100M–$1B) | $124M | 404 | 908 | 6 | 02/25/2026 | ☆ |
| 15273 | Kucharo Wealth, Llc CRD 329601 | Charlotte, NC | Wealth Manager · Small ($100M–$1B) | $124M | 49 | 258 | 2 | 05/28/2026 | ☆ |
| 15274 | Peace Of Mind Financial, Inc CRD 289067 | Colorado Springs, CO | Wealth Manager · Small ($100M–$1B) | $124M | 121 | 404 | 5 | 03/27/2026 | ☆ |
| 15275 | Schuylkill Financial, Llc CRD 143052 | Wyomissing, PA | Insurance-Affiliated · Small ($100M–$1B) | $124M | 127 | 367 | 2 | 03/09/2026 | ☆ |
| 15276 | Candide Group, Llc CRD 286086 | Oakland, CA | Wealth Manager · Small ($100M–$1B) | $124M | 11 | 16 | 13 | 03/31/2026 | ☆ |
| 15277 | Fitzwilliams Wealth Management Inc. CRD 312192 | Chesapeake, VA | Wealth Manager · Small ($100M–$1B) | $124M | 634 | 634 | 13 | 03/23/2026 | ☆ |
| 15278 | Daly Investment Management, Llc CRD 149980 | Mount Prospect, IL | Wealth Manager · Small ($100M–$1B) | $124M | 125 | 125 | 1 | 06/10/2026 | ☆ |
| 15279 | Tactica Llc CRD 335272 | Private Fund Manager · Small ($100M–$1B) | $124M | 10 | 13 | 1 | 03/30/2026 | ☆ | |
| 15280 | Ideal Retirement Solutions, Llc CRD 333393 | Port Charlotte, FL | Insurance-Affiliated · Small ($100M–$1B) | $124M | 311 | 594 | 8 | 04/30/2026 | ☆ |
| 15281 | Zuckerman Capital Management, Llc CRD 148549 | Los Angeles, CA | Wealth Manager · Small ($100M–$1B) | $123M | 136 | 386 | 2 | 04/23/2026 | ☆ |
| 15282 | Q2 Wealth Management Llc CRD 314932 | Lexington, KY | Wealth Manager · Small ($100M–$1B) | $123M | 152 | 426 | 3 | 07/31/2026 | ☆ |
| 15283 | Gallagher Wealth Management, Inc CRD 161266 | Danville, CA | Wealth Manager · Small ($100M–$1B) | $123M | 117 | 360 | 4 | 03/05/2026 | ☆ |
| 15284 | Investment Management Trust, Llc CRD 129456 | Fitchburg, MA | Wealth Manager · Small ($100M–$1B) | $123M | 147 | 305 | 1 | 03/25/2026 | ☆ |
| 15285 | Integra Financial, Inc. CRD 113422 | Greenwood Village, CO | Insurance-Affiliated · Small ($100M–$1B) | $123M | 114 | 258 | 5 | 03/05/2026 | ☆ |
| 15286 | O'domhnaill Enterprises, Inc. CRD 323384 | Cody, WY | Wealth Manager · Small ($100M–$1B) | $123M | 211 | 354 | 6 | 02/10/2026 | ☆ |
| 15287 | Dewitt Investment Research & Management Inc CRD 108232 | Collegeville, PA | Wealth Manager · Small ($100M–$1B) | $123M | 85 | 194 | 4 | 04/14/2026 | ☆ |
| 15288 | Pacific Specialty Investment Group, Llc CRD 282463 | Newport Beach, CA | Wealth Manager · Small ($100M–$1B) | $123M | 103 | 265 | 2 | 08/04/2026 | ☆ |
| 15289 | Caprice Capital Partners, Llc CRD 307048 | Private Fund Manager · Small ($100M–$1B) | $123M | 2 | 3 | 5 | 03/31/2026 | ☆ | |
| 15290 | Lang & Becker, Inc. CRD 137346 | Washington, MO | Wealth Manager · Small ($100M–$1B) | $123M | 138 | 169 | 2 | 04/09/2026 | ☆ |
| 15291 | Davies Financial Advisors, Inc. CRD 139764 | Murrieta, CA | Insurance-Affiliated · Small ($100M–$1B) | $123M | 171 | 173 | 10 | 03/30/2026 | ☆ |
| 15292 | N CRD 307957 | Wealth Manager · Small ($100M–$1B) | $123M | 88 | 254 | 1 | 03/10/2026 | ☆ | |
| 15293 | Ibs Capital Llc CRD 160585 | Medfield, MA | Private Fund Manager · Small ($100M–$1B) | $123M | 3 | 3 | 4 | 04/27/2026 | ☆ |
| 15294 | Samara Investment Management, Llc CRD 336178 | Beaverton, OR | Wealth Manager · Small ($100M–$1B) | $123M | 94 | 247 | 2 | 03/25/2026 | ☆ |
| 15295 | Valliance Asset Management Llc CRD 329927 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $123M | 2 | 2 | 1 | 04/24/2026 | ☆ |
| 15296 | Arkhouse Management Co. Lp CRD 325180 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $123M | 4 | 4 | 6 | 06/16/2026 | ☆ |
| 15297 | Bretton Capital Management Llc CRD 154344 | San Francisco, CA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $123M | 1 | 1 | 2 | 03/17/2026 | ☆ |
| 15298 | Worth Financial Group Inc. CRD 13478 | Dallas, TX | Insurance-Affiliated · Small ($100M–$1B) | $123M | 55 | 157 | 11 | 04/21/2026 | ☆ |
| 15299 | Sunstone Advisors, Llc CRD 324002 | Irvine, CA | Private Fund Manager · Small ($100M–$1B) | $123M | 9 | 9 | 25 | 03/31/2026 | ☆ |
| 15300 | Legacy Financial Services Group, Inc. CRD 140514 | Traverse City, MI | Insurance-Affiliated · Small ($100M–$1B) | $123M | 184 | 357 | 2 | 05/19/2026 | ☆ |