Investment advisers
44,991 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 |
|---|---|---|---|---|---|---|---|---|---|
| 1551 | Gresham Investment Management Llc CRD 134392 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $8.6B | 23 | 21 | 41 | 06/03/2026 | ☆ |
| 1552 | Guided Choice Asset Management, Inc. CRD 112674 | Reno, NV | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $8.5B | 84,744 | 84,744 | 22 | 03/27/2026 | ☆ |
| 1553 | Mutual Advisors, Llc CRD 167658 | Omaha, NE | Wealth Manager · Mid-sized ($1B–$10B) | $8.5B | 9,473 | 26,800 | 208 | 06/25/2026 | ☆ |
| 1554 | Blackstone Multi Asset Advisors L.L.C. CRD 171640 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $8.5B | 10 | 10 | 39 | 07/31/2026 | ☆ |
| 1555 | Vise Ai Advisors, Llc CRD 301761 | New York City, NY | Wealth Manager · Mid-sized ($1B–$10B) | $8.5B | 16,405 | 16,405 | 44 | 06/01/2026 | ☆ |
| 1556 | One Capital Management, Llc CRD 114861 | Westlake Village, CA | Insurance-Affiliated · Mid-sized ($1B–$10B) | $8.5B | 3,535 | 10,969 | 103 | 08/16/2026 | ☆ |
| 1557 | Northwest Capital Management Inc CRD 108091 | Lake Oswego, OR | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $8.5B | 203 | 301 | 11 | 05/05/2026 | ☆ |
| 1558 | Sagespring Wealth Partners CRD 283515 | Franklin, TN | Wealth Manager · Mid-sized ($1B–$10B) | $8.5B | 11,623 | 41,069 | 195 | 07/01/2026 | ☆ |
| 1559 | Horizon Investments Llc CRD 109552 | Charlotte, NC | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $8.5B | 1,467 | 1,467 | 76 | 03/16/2026 | ☆ |
| 1560 | Eldridge Credit Advisers, Llc CRD 155736 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $8.5B | 36 | 36 | 292 | 05/13/2026 | ☆ |
| 1561 | Midocean Credit Fund Management, L.P. CRD 151578 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $8.5B | 40 | 40 | 45 | 09/02/2026 | ☆ |
| 1562 | Bny Mellon Securities Corporation CRD 231 | New York, NY | Insurance-Affiliated · Mid-sized ($1B–$10B) | $8.4B | 3,734 | 3,732 | 253 | 06/17/2026 | ☆ |
| 1563 | Synovus Securities, Inc. CRD 14023 | Columbus, GA | Insurance-Affiliated · Mid-sized ($1B–$10B) | $8.4B | 12,411 | 12,411 | 280 | 01/28/2026 | ☆ |
| 1564 | Douglas Lane & Associates, Llc CRD 282563 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $8.4B | 1,144 | 5,556 | 37 | 03/30/2026 | ☆ |
| 1565 | Empirical Financial Services, Llc CRD 152622 | Seattle, WA | Wealth Manager · Mid-sized ($1B–$10B) | $8.4B | 2,400 | 8,690 | 94 | 07/29/2026 | ☆ |
| 1566 | Vista Credit Partners, L.P. CRD 329152 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $8.4B | 27 | 29 | 51 | 09/04/2026 | ☆ |
| 1567 | Aureus Asset Management, Llc CRD 136674 | Boston, MA | Endowment & Foundation Advisor · Mid-sized ($1B–$10B) | $8.4B | 362 | 954 | 14 | 03/31/2026 | ☆ |
| 1568 | Battery Global Advisors, Llc CRD 158508 | Boston, MA | Wealth Manager · Mid-sized ($1B–$10B) | $8.4B | 142 | 142 | 38 | 06/30/2026 | ☆ |
| 1569 | Deep Track Capital, Lp CRD 312459 | Greenwich, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $8.4B | 5 | 5 | 19 | 03/31/2026 | ☆ |
| 1570 | Zhang Financial Llc CRD 159257 | Portage, MI | Wealth Manager · Mid-sized ($1B–$10B) | $8.4B | 2,331 | 7,855 | 50 | 03/31/2026 | ☆ |
| 1571 | Sk Capital Partners, Lp CRD 161487 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $8.4B | 28 | 28 | 74 | 04/02/2026 | ☆ |
| 1572 | Asana Partners, Lp CRD 284477 | Charlotte, NC | Private Fund Manager · Mid-sized ($1B–$10B) | $8.4B | 9 | 9 | 125 | 04/28/2026 | ☆ |
| 1573 | Skyview Investment Advisors, Llc CRD 286353 | Shrewsbury, NJ | Investment Adviser · Mid-sized ($1B–$10B) | $8.3B | 21 | 27 | 21 | 03/31/2026 | ☆ |
| 1574 | Elevation Point Wealth Partners, Llc CRD 137068 | Denver, CO | Wealth Manager · Mid-sized ($1B–$10B) | $8.3B | 4,936 | 19,386 | 91 | 09/22/2026 | ☆ |
| 1575 | Wealthcare Advisory Partners Llc CRD 171976 | West Chester, PA | Wealth Manager · Mid-sized ($1B–$10B) | $8.3B | 10,948 | 24,675 | 243 | 08/12/2026 | ☆ |
| 1576 | Bolton Securities Corp CRD 129376 | Bolton, MA | Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) | $8.3B | 7,365 | 7,320 | 158 | 03/31/2026 | ☆ |
| 1577 | Chatham Asset Management, Llc CRD 157517 | Chatham, NJ | Private Fund Manager · Mid-sized ($1B–$10B) | $8.3B | 18 | 18 | 37 | 03/30/2026 | ☆ |
| 1578 | Nicholas Hoffman & Company, Llc CRD 144516 | Atlanta, GA | Multi-Family Office · Mid-sized ($1B–$10B) | $8.3B | 409 | 2,233 | 25 | 07/10/2026 | ☆ |
| 1579 | Advantage Capital Management Llc CRD 171128 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $8.3B | 13 | 72 | 30 | 09/22/2026 | ☆ |
| 1580 | Aequim Alternative Investments Lp CRD 293127 | Mill Valley, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $8.2B | 5 | 5 | 11 | 03/23/2026 | ☆ |
| 1581 | Jonathan Roberts Advisory Group, Inc. CRD 112294 | Tampa, FL | Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) | $8.2B | 31,247 | 31,247 | 550 | 03/31/2026 | ☆ |
| 1582 | Ironwood Capital Management Corp CRD 109330 | San Francisco, CA | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $8.2B | 8 | 8 | 43 | 03/26/2026 | ☆ |
| 1583 | Capital Investment Advisors, Llc CRD 158055 | Atlanta, GA | Wealth Manager · Mid-sized ($1B–$10B) | $8.2B | 6,014 | 17,148 | 107 | 08/06/2026 | ☆ |
| 1584 | Cambridge Associates Limited, Llc CRD 106003 | Boston, MA | Wealth Manager · Mid-sized ($1B–$10B) | $8.2B | 32 | 32 | 15 | 03/31/2026 | ☆ |
| 1585 | Wincoram Asset Management Llc CRD 312425 | Houston, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $8.2B | 15 | 19 | 28 | 03/31/2026 | ☆ |
| 1586 | Proficio Capital Partners Llc CRD 269931 | Newton, MA | Multi-Family Office · Mid-sized ($1B–$10B) | $8.2B | 160 | 1,538 | 25 | 09/01/2026 | ☆ |
| 1587 | Samsung Asset Management (New York), Inc. CRD 133827 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $8.2B | 4 | 25 | 13 | 03/25/2026 | ☆ |
| 1588 | R M Davis Inc CRD 105448 | Portland, ME | Wealth Manager · Mid-sized ($1B–$10B) | $8.2B | 2,437 | 6,124 | 63 | 03/30/2026 | ☆ |
| 1589 | Starboard Value Lp CRD 156943 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $8.2B | 11 | 19 | 44 | 09/11/2026 | ☆ |
| 1590 | Rhone Group L.L.C. CRD 161731 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $8.2B | 12 | 12 | 35 | 03/31/2026 | ☆ |
| 1591 | Chilton Investment Services, Llc CRD 159306 | Stamford, CT | Wealth Manager · Mid-sized ($1B–$10B) | $8.2B | 1,905 | 2,247 | 70 | 07/06/2026 | ☆ |
| 1592 | Bramshill Investments, Llc CRD 162492 | Naples, FL | Investment Adviser · Mid-sized ($1B–$10B) | $8.1B | 2,538 | 2,536 | 38 | 03/17/2026 | ☆ |
| 1593 | Stripes Management, Llc CRD 157553 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $8.1B | 27 | 52 | 51 | 03/30/2026 | ☆ |
| 1594 | Wedge Capital Management Llp CRD 106234 | Charlotte, NC | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $8.1B | 184 | 185 | 24 | 08/03/2026 | ☆ |
| 1595 | Harvest Fund Advisors Llc CRD 154425 | Wayne, PA | Investment Adviser · Mid-sized ($1B–$10B) | $8.1B | 198 | 202 | 14 | 03/30/2026 | ☆ |
| 1596 | Marshfield Associates, Inc. CRD 150614 | Washington, DC | Wealth Manager · Mid-sized ($1B–$10B) | $8.1B | 3,996 | 5,000 | 27 | 07/10/2026 | ☆ |
| 1597 | Human Interest Advisors Llc CRD 269875 | San Francisco, CA | Wealth Manager · Mid-sized ($1B–$10B) | $8.1B | 831,446 | 762,032 | 6 | 07/13/2026 | ☆ |
| 1598 | Overlook Investments L.P. CRD 137931 | Georgetown | Private Fund Manager · Mid-sized ($1B–$10B) | $8.1B | 2 | 2 | 14 | 03/25/2026 | ☆ |
| 1599 | Overlook Investments Limited CRD 137926 | Hong Kong | Private Fund Manager · Mid-sized ($1B–$10B) | $8.1B | 2 | 2 | 14 | 03/25/2026 | ☆ |
| 1600 | Lightyear Capital Llc CRD 156781 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $8.1B | 31 | 31 | 50 | 09/21/2026 | ☆ |