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 |
|---|---|---|---|---|---|---|---|---|---|
| 15451 | Weber Contracting, Llc CRD 133181 | Chanhassen, MN | Wealth Manager · Small ($100M–$1B) | $121M | 50 | 189 | 2 | 07/07/2026 | ☆ |
| 15452 | Kevin E. Vandenberg, Llc CRD 173687 | Wealth Manager · Small ($100M–$1B) | $121M | 123 | 326 | 2 | 03/29/2026 | ☆ | |
| 15453 | Leder Fiduciary Capital Llc CRD 285490 | Bellaire, TX | Wealth Manager · Small ($100M–$1B) | $121M | 31 | 143 | 1 | 04/22/2026 | ☆ |
| 15454 | 10 Elms Llp CRD 323398 | Tulsa, OK | Wealth Manager · Small ($100M–$1B) | $121M | 37 | 182 | 5 | 03/31/2026 | ☆ |
| 15455 | Quantum Leap Capital, Llc CRD 165310 | South Burlington, VT | Wealth Manager · Small ($100M–$1B) | $121M | 333 | 575 | 5 | 04/29/2026 | ☆ |
| 15456 | Lotus Asset Management Limited Liability Company CRD 277030 | Wealth Manager · Small ($100M–$1B) | $121M | 117 | 752 | 1 | 09/09/2026 | ☆ | |
| 15457 | Ironhorse Capital Llc CRD 148572 | Nashville, TN | Mutual Fund / Asset Manager · Small ($100M–$1B) | $121M | 1 | 1 | 2 | 01/30/2026 | ☆ |
| 15458 | Tweet Management Services, Inc. CRD 156730 | La Mesa, CA | Wealth Manager · Small ($100M–$1B) | $121M | 168 | 665 | 1 | 04/14/2026 | ☆ |
| 15459 | Hanover Strategic Management, Llc CRD 139908 | Wellesley, MA | Wealth Manager · Small ($100M–$1B) | $120M | 43 | 60 | 3 | 01/30/2026 | ☆ |
| 15460 | Back Bay Financial Planning & Investments, Llc CRD 335236 | Bethany Beach, DE | Wealth Manager · Small ($100M–$1B) | $120M | 94 | 286 | 4 | 08/31/2026 | ☆ |
| 15461 | Trott Brook Financial, Inc. CRD 290962 | Anoka, MN | Wealth Manager · Small ($100M–$1B) | $120M | 155 | 389 | 3 | 04/23/2026 | ☆ |
| 15462 | Advanced Planning Advisors Group Inc. CRD 313101 | Naperville, IL | Insurance-Affiliated · Small ($100M–$1B) | $120M | 227 | 638 | 2 | 08/11/2026 | ☆ |
| 15463 | Fullerton Advisors, Llc CRD 148880 | Danville, CA | Wealth Manager · Small ($100M–$1B) | $120M | 71 | 258 | 1 | 01/28/2026 | ☆ |
| 15464 | Thiel Investment Management Company, Llc CRD 282631 | Wealth Manager · Small ($100M–$1B) | $120M | 72 | 180 | 2 | 04/22/2026 | ☆ | |
| 15465 | Dachtler Wealth Advisors, Llc CRD 335863 | Folsom, CA | Wealth Manager · Small ($100M–$1B) | $120M | 198 | 387 | 4 | 03/11/2026 | ☆ |
| 15466 | Goldberg Financial Advisors, Llc CRD 158147 | El Segundo, CA | Wealth Manager · Small ($100M–$1B) | $120M | 60 | 236 | 1 | 04/28/2026 | ☆ |
| 15467 | Childress & Co Llc CRD 341213 | Private Fund Manager · Small ($100M–$1B) | $120M | 19 | 54 | 2 | 08/23/2026 | ☆ | |
| 15468 | Stonefield Investment Advisory, Inc. CRD 113802 | Cedar Rapids, IA | Wealth Manager · Small ($100M–$1B) | $120M | 184 | 386 | 2 | 01/27/2026 | ☆ |
| 15469 | Western Reserve Capital Management, Llc CRD 329811 | Hudson, OH | Wealth Manager · Small ($100M–$1B) | $120M | 101 | 270 | 2 | 01/09/2026 | ☆ |
| 15470 | Weber Capital Management Llc CRD 109624 | Private Fund Manager · Small ($100M–$1B) | $120M | 3 | 4 | 1 | 04/30/2026 | ☆ | |
| 15471 | Worcester County Fiduciary Advisors Inc CRD 106653 | Worcester, MA | Wealth Manager · Small ($100M–$1B) | $120M | 201 | 206 | 3 | 04/10/2026 | ☆ |
| 15472 | Davivienda Investment Advisor Usa Llc CRD 319755 | Miami, FL | Investment Adviser · Small ($100M–$1B) | $120M | 361 | 361 | 8 | 06/10/2026 | ☆ |
| 15473 | American Wealth Advisors, Llc CRD 145791 | Johns Creek, GA | Wealth Manager · Small ($100M–$1B) | $120M | 109 | 321 | 3 | 08/17/2026 | ☆ |
| 15474 | Mile Wealth Management Llc CRD 288519 | Irvine, CA | Wealth Manager · Small ($100M–$1B) | $120M | 63 | 211 | 1 | 03/31/2026 | ☆ |
| 15475 | Abens Financial Services Inc CRD 106604 | Edina, MN | Wealth Manager · Small ($100M–$1B) | $120M | 98 | 98 | 3 | 03/23/2026 | ☆ |
| 15476 | Hinsdale Associates, Inc. CRD 108293 | Hinsdale, IL | Insurance-Affiliated · Small ($100M–$1B) | $120M | 155 | 137 | 2 | 02/26/2026 | ☆ |
| 15477 | Sasser Investment Management, Inc. CRD 110886 | Berkeley, CA | Wealth Manager · Small ($100M–$1B) | $120M | 119 | 119 | 3 | 04/01/2026 | ☆ |
| 15478 | Summit Wealth Management Llc CRD 226722 | Akron, OH | Wealth Manager · Small ($100M–$1B) | $120M | 198 | 510 | 3 | 05/04/2026 | ☆ |
| 15479 | Marathon Partners Equity Management, Llc CRD 161095 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $120M | 2 | 2 | 3 | 06/16/2026 | ☆ |
| 15480 | Newport Asia Llc CRD 118682 | San Francisco, CA | Private Fund Manager · Small ($100M–$1B) | $120M | 4 | 4 | 9 | 06/09/2026 | ☆ |
| 15481 | Glazer Capital Management, Llc CRD 139403 | Richardson, TX | Wealth Manager · Small ($100M–$1B) | $120M | 377 | 384 | 5 | 07/07/2026 | ☆ |
| 15482 | Glasgow Partners, Llc CRD 139607 | Investment Adviser · Small ($100M–$1B) | $120M | 6 | 7 | 1 | 03/25/2026 | ☆ | |
| 15483 | K2 Wealth Management Llc CRD 332264 | Chicago, IL | Insurance-Affiliated · Small ($100M–$1B) | $120M | 70 | 370 | 4 | 04/14/2026 | ☆ |
| 15484 | N CRD 342166 | Wealth Manager · Small ($100M–$1B) | $120M | 71 | 63 | 5 | 05/19/2026 | ☆ | |
| 15485 | Pinetree Advisors Corp. CRD 299275 | Miami, FL | Wealth Manager · Small ($100M–$1B) | $120M | 33 | 57 | 2 | 06/25/2026 | ☆ |
| 15486 | Seneca Capital Management, Llc CRD 288206 | Denver, CO | Private Fund Manager · Small ($100M–$1B) | $120M | 2 | 2 | 1 | 03/23/2026 | ☆ |
| 15487 | Goldman Wealth Management & Associates, Llc CRD 290153 | San Diego, CA | Wealth Manager · Small ($100M–$1B) | $120M | 101 | 168 | 2 | 04/10/2026 | ☆ |
| 15488 | Optimal Capital Advisors, Llc CRD 144719 | Traverse City, MI | Wealth Manager · Small ($100M–$1B) | $120M | 131 | 223 | 2 | 03/23/2026 | ☆ |
| 15489 | Mtr Financial Services, Llc CRD 149078 | Kingwood, TX | Wealth Manager · Small ($100M–$1B) | $120M | 86 | 340 | 1 | 05/04/2026 | ☆ |
| 15490 | Brickell Key Asset Management Limited CRD 170675 | St. Peter Port | Private Fund Manager · Small ($100M–$1B) | $120M | 1 | 1 | 6 | 03/24/2026 | ☆ |
| 15491 | Brickell Key Asset Management Llc CRD 295209 | Charleston, SC | Private Fund Manager · Small ($100M–$1B) | $120M | 1 | 1 | 4 | 03/24/2026 | ☆ |
| 15492 | Altman Investment Management Llc CRD 113832 | Princeton, NJ | Wealth Manager · Small ($100M–$1B) | $120M | 39 | 68 | 5 | 03/17/2026 | ☆ |
| 15493 | Dca Family Office, Llc CRD 322047 | Roseville, CA | Multi-Family Office · Small ($100M–$1B) | $120M | 0 | 1 | 16 | 03/30/2026 | ☆ |
| 15494 | Lone Star Investment Advisors, Llc CRD 158283 | Dallas, TX | Private Fund Manager · Small ($100M–$1B) | $120M | 3 | 3 | 4 | 03/30/2026 | ☆ |
| 15495 | Fair Asset Management, Llc CRD 334853 | Wealth Manager · Small ($100M–$1B) | $120M | 47 | 188 | 1 | 03/12/2026 | ☆ | |
| 15496 | Schauer Investment Management, Inc. CRD 283119 | Northridge, CA | Wealth Manager · Small ($100M–$1B) | $120M | 24 | 37 | 4 | 08/17/2026 | ☆ |
| 15497 | Solid Point Wealth Advisors, Llc CRD 323093 | Wealth Manager · Small ($100M–$1B) | $120M | 239 | 239 | 8 | 08/21/2026 | ☆ | |
| 15498 | 1650 Wealth Management, Llc CRD 152985 | Lighthouse Point, FL | Wealth Manager · Small ($100M–$1B) | $120M | 125 | 484 | 1 | 03/18/2026 | ☆ |
| 15499 | Copperwood Financial, Inc. CRD 310859 | Burr Ridge, IL | Wealth Manager · Small ($100M–$1B) | $120M | 262 | 795 | 3 | 03/25/2026 | ☆ |
| 15500 | Money Management Concepts, Inc. CRD 111485 | Melbourne, FL | Wealth Manager · Small ($100M–$1B) | $120M | 90 | 279 | 2 | 02/24/2026 | ☆ |