Investment advisers
44,588 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 | Virtus Wealth Management Llc CRD 317832 | Olivette, MO | Wealth Manager · Small ($100M–$1B) | $119M | 230 | 644 | 14 | 04/10/2026 | ☆ |
| 15452 | Valeo Ventures Management, Llc CRD 334181 | Investment Adviser · Small ($100M–$1B) | $119M | 1 | 1 | 4 | 03/20/2026 | ☆ | |
| 15453 | Enspire Wealth Management, Llc CRD 325723 | Santa Rosa, CA | Wealth Manager · Small ($100M–$1B) | $119M | 52 | 130 | 3 | 02/18/2026 | ☆ |
| 15454 | Magellan Investment Partners North America, Inc. CRD 107420 | Westmont, IL | Mutual Fund / Asset Manager · Small ($100M–$1B) | $119M | 2 | 2 | 4 | 01/27/2026 | ☆ |
| 15455 | Cmc Financial Group, Llc CRD 292413 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $119M | 230 | 365 | 4 | 03/05/2026 | ☆ |
| 15456 | Csp Financial Group Llc CRD 310819 | Scottsdale, AZ | Wealth Manager · Small ($100M–$1B) | $119M | 317 | 777 | 20 | 07/24/2026 | ☆ |
| 15457 | Walnut Level Capital Llc CRD 307942 | Denver, CO | Private Fund Manager · Small ($100M–$1B) | $119M | 4 | 4 | 3 | 06/01/2026 | ☆ |
| 15458 | Rheeco, Inc. CRD 301106 | Natick, MA | Wealth Manager · Small ($100M–$1B) | $119M | 318 | 562 | 4 | 02/20/2026 | ☆ |
| 15459 | Greenport Capital Advisors, Llc CRD 205511 | Marlborough, MA | Wealth Manager · Small ($100M–$1B) | $119M | 68 | 68 | 2 | 06/10/2026 | ☆ |
| 15460 | Exceed Advisory Llc CRD 170403 | New York, NY | Wealth Manager · Small ($100M–$1B) | $119M | 92 | 92 | 3 | 02/19/2026 | ☆ |
| 15461 | Freedom Value Partners, Llc CRD 330875 | Wealth Manager · Small ($100M–$1B) | $119M | 42 | 95 | 2 | 06/10/2026 | ☆ | |
| 15462 | Avantia Investment Services, Llc CRD 307869 | Seattle, WA | Wealth Manager · Small ($100M–$1B) | $119M | 30 | 198 | 3 | 04/03/2026 | ☆ |
| 15463 | Wealth Coach Llc CRD 170886 | Brooklyn, NY | Wealth Manager · Small ($100M–$1B) | $119M | 152 | 351 | 3 | 07/29/2026 | ☆ |
| 15464 | Carolina Strategy, Llc CRD 324629 | Wealth Manager · Small ($100M–$1B) | $119M | 64 | 182 | 1 | 01/08/2026 | ☆ | |
| 15465 | Sullivan Financial, Llc CRD 121371 | Essex, CT | Insurance-Affiliated · Small ($100M–$1B) | $119M | 131 | 308 | 4 | 03/23/2026 | ☆ |
| 15466 | Washington Financial Group, Inc. CRD 132369 | Osterville, MA | Insurance-Affiliated · Small ($100M–$1B) | $119M | 213 | 710 | 2 | 07/06/2026 | ☆ |
| 15467 | Pelican Advisory Llc CRD 330658 | Covington, LA | Wealth Manager · Small ($100M–$1B) | $119M | 207 | 265 | 4 | 07/31/2026 | ☆ |
| 15468 | Kailix Advisors Llc CRD 311094 | Aventura, FL | Wealth Manager · Small ($100M–$1B) | $119M | 14 | 14 | 1 | 02/20/2026 | ☆ |
| 15469 | Redfish Capital Management Llc CRD 323348 | Cypress, TX | Wealth Manager · Small ($100M–$1B) | $119M | 170 | 170 | 4 | 07/06/2026 | ☆ |
| 15470 | Compass Capital Management, Llc CRD 150170 | Mcalester, OK | Wealth Manager · Small ($100M–$1B) | $119M | 231 | 482 | 10 | 02/06/2026 | ☆ |
| 15471 | Singer Wealth Management, Llc CRD 299603 | Wealth Manager · Small ($100M–$1B) | $119M | 135 | 427 | 4 | 06/10/2026 | ☆ | |
| 15472 | Baer Investment Advisory Llc CRD 152063 | Wealth Manager · Small ($100M–$1B) | $119M | 80 | 80 | 4 | 03/30/2026 | ☆ | |
| 15473 | Form Prosperity Wealth Advisors, Llc CRD 307792 | Chandler, AZ | Wealth Manager · Small ($100M–$1B) | $119M | 326 | 494 | 1 | 07/21/2026 | ☆ |
| 15474 | Ridgegate Advisors, Llc CRD 334233 | Englewood, CO | Wealth Manager · Small ($100M–$1B) | $119M | 206 | 536 | 11 | 03/25/2026 | ☆ |
| 15475 | Tcn Private Wealth Management Llc CRD 310464 | Multi-Family Office · Small ($100M–$1B) | $119M | 11 | 22 | 1 | 03/11/2026 | ☆ | |
| 15476 | Intellicapital Advisors Llc CRD 316908 | Ponte Vedra, FL | Wealth Manager · Small ($100M–$1B) | $119M | 79 | 451 | 3 | 07/22/2026 | ☆ |
| 15477 | Savvy Labs Inc CRD 322453 | New York, NY | Investment Adviser · Small ($100M–$1B) | $119M | 9 | 9 | 14 | 03/30/2026 | ☆ |
| 15478 | Riley S. Crosbie Advisory, Llc CRD 336507 | Logan, UT | Wealth Manager · Small ($100M–$1B) | $119M | 101 | 328 | 3 | 06/09/2026 | ☆ |
| 15479 | L.D. Lowe Wealth Advisory, Inc. CRD 136596 | Richardson, TX | Wealth Manager · Small ($100M–$1B) | $119M | 264 | 677 | 8 | 03/30/2026 | ☆ |
| 15480 | Charmarline Wealth Management Llc CRD 336719 | Lynchburg, VA | Wealth Manager · Small ($100M–$1B) | $119M | 124 | 320 | 1 | 02/05/2026 | ☆ |
| 15481 | Capital Allocation Management, Inc CRD 129216 | Totowa, NJ | Wealth Manager · Small ($100M–$1B) | $119M | 34 | 34 | 1 | 04/10/2026 | ☆ |
| 15482 | Independence Capital Co., Inc. CRD 24723 | Parma, OH | Broker-Dealer (Dually Registered) · Small ($100M–$1B) | $119M | 300 | 300 | 43 | 07/24/2026 | ☆ |
| 15483 | Bruckmann, Rosser, Sherrill & Co., Management, L.P. CRD 156881 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $119M | 4 | 4 | 7 | 03/31/2026 | ☆ |
| 15484 | Hartley Advisors Corp. CRD 130769 | Wealth Manager · Small ($100M–$1B) | $119M | 129 | 433 | 3 | 07/28/2026 | ☆ | |
| 15485 | Redeem Financial Group Llc CRD 313761 | Gilbert, AZ | Wealth Manager · Small ($100M–$1B) | $119M | 228 | 773 | 4 | 06/25/2026 | ☆ |
| 15486 | Northfort Financial, Llc CRD 143916 | Insurance-Affiliated · Small ($100M–$1B) | $119M | 356 | 929 | 4 | 05/13/2026 | ☆ | |
| 15487 | Shea, Brian Michael CRD 125606 | Wealth Manager · Small ($100M–$1B) | $119M | 77 | 215 | 2 | 03/23/2026 | ☆ | |
| 15488 | Hudson Financial Services, Inc. CRD 309675 | Auburn, CA | Wealth Manager · Small ($100M–$1B) | $119M | 451 | 808 | 4 | 05/15/2026 | ☆ |
| 15489 | Cardinal Advisers Llc CRD 284465 | Wealth Manager · Small ($100M–$1B) | $119M | 46 | 57 | 1 | 01/22/2026 | ☆ | |
| 15490 | Hms Financial Services, Llc CRD 131569 | Columbia, SC | Wealth Manager · Small ($100M–$1B) | $119M | 228 | 228 | 1 | 03/27/2026 | ☆ |
| 15491 | Brian Joyce, Llc CRD 286233 | Wealth Manager · Small ($100M–$1B) | $119M | 97 | 289 | 1 | 08/07/2026 | ☆ | |
| 15492 | Noble Wealth Partners, Llc CRD 298396 | Denver, CO | Wealth Manager · Small ($100M–$1B) | $118M | 134 | 423 | 3 | 08/12/2026 | ☆ |
| 15493 | Sandhill Wealth Management, Inc. CRD 291649 | Winter Park, FL | Wealth Manager · Small ($100M–$1B) | $118M | 217 | 217 | 2 | 03/27/2026 | ☆ |
| 15494 | Jasper Capital Hong Kong Limited CRD 306114 | Hong Kong, Hong Kong | Investment Adviser · Small ($100M–$1B) | $118M | 3 | 3 | 6 | 03/11/2026 | ☆ |
| 15495 | Terrafirma Wealth Partners Llc CRD 331568 | Walnut Creek, CA | Wealth Manager · Small ($100M–$1B) | $118M | 94 | 95 | 3 | 03/11/2026 | ☆ |
| 15496 | Smith & Co Advisory Llc CRD 333042 | Spring Hill, TN | Wealth Manager · Small ($100M–$1B) | $118M | 210 | 331 | 2 | 05/05/2026 | ☆ |
| 15497 | Mcm Advisers, Lp CRD 110656 | Orinda, CA | Private Fund Manager · Small ($100M–$1B) | $118M | 10 | 10 | 2 | 03/23/2026 | ☆ |
| 15498 | The Financial Discovery Group,Inc. CRD 125383 | Atlanta, GA | Wealth Manager · Small ($100M–$1B) | $118M | 79 | 343 | 3 | 03/13/2026 | ☆ |
| 15499 | Jr Mesenburg And Associates, Llc CRD 144645 | Columbus, OH | Wealth Manager · Small ($100M–$1B) | $118M | 33 | 29 | 1 | 03/17/2026 | ☆ |
| 15500 | Tone Capital, Llc CRD 285622 | Richmond, VA | Wealth Manager · Small ($100M–$1B) | $118M | 166 | 320 | 4 | 03/16/2026 | ☆ |