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 |
|---|---|---|---|---|---|---|---|---|---|
| 16001 | Amh Equity Ltd CRD 160452 | Private Fund Manager · Small ($100M–$1B) | $107M | 1 | 1 | 2 | 03/11/2026 | ☆ | |
| 16002 | The Financial Legacy Group, Llc CRD 287632 | Charlotte, NC | Wealth Manager · Small ($100M–$1B) | $107M | 144 | 414 | 3 | 01/27/2026 | ☆ |
| 16003 | Strickler Investment Services, Llc CRD 332778 | Brighton, MI | Insurance-Affiliated · Small ($100M–$1B) | $107M | 282 | 672 | 9 | 02/05/2026 | ☆ |
| 16004 | Better Way Llc CRD 300305 | Bal Harbour, FL | Private Fund Manager · Small ($100M–$1B) | $107M | 4 | 4 | 2 | 05/21/2026 | ☆ |
| 16005 | Hogan Investment Counsel, Llc CRD 160186 | Cordova, TN | Wealth Manager · Small ($100M–$1B) | $107M | 207 | 475 | 2 | 08/13/2026 | ☆ |
| 16006 | Total Wealth Advisors, Llc CRD 164633 | Hopkins, MN | Wealth Manager · Small ($100M–$1B) | $107M | 92 | 301 | 2 | 03/25/2026 | ☆ |
| 16007 | Omnitrust Wealth Management, Inc. CRD 298025 | Jacksonville, FL | Wealth Manager · Small ($100M–$1B) | $107M | 348 | 577 | 1 | 03/03/2026 | ☆ |
| 16008 | Rs Asset Management, Llc CRD 157768 | Colorado Springs, CO | Wealth Manager · Small ($100M–$1B) | $107M | 251 | 251 | 2 | 03/03/2026 | ☆ |
| 16009 | Turner Capital Investments, Llc CRD 146134 | Austin, TX | Wealth Manager · Small ($100M–$1B) | $107M | 337 | 337 | 4 | 07/24/2026 | ☆ |
| 16010 | King Financial Incorporated CRD 299374 | Insurance-Affiliated · Small ($100M–$1B) | $107M | 152 | 202 | 4 | 03/05/2026 | ☆ | |
| 16011 | Stillblue Financial Partners, Llc CRD 168477 | Jacksonville, FL | Wealth Manager · Small ($100M–$1B) | $107M | 203 | 285 | 2 | 03/02/2026 | ☆ |
| 16012 | Elevate Financial Planning And Wealth Management Llc CRD 329079 | St. Petersburg, FL | Wealth Manager · Small ($100M–$1B) | $107M | 457 | 630 | 38 | 06/11/2026 | ☆ |
| 16013 | Greenway Financial Advisors Llc CRD 168353 | Burlington, MA | Wealth Manager · Small ($100M–$1B) | $107M | 77 | 270 | 2 | 01/06/2026 | ☆ |
| 16014 | Martin Wealth Management CRD 135813 | Wealth Manager · Small ($100M–$1B) | $107M | 90 | 336 | 5 | 02/19/2026 | ☆ | |
| 16015 | Independent Wealth Management Llc CRD 146633 | Kenosha, WI | Wealth Manager · Small ($100M–$1B) | $107M | 206 | 510 | 3 | 07/08/2026 | ☆ |
| 16016 | Fairway Investment Group, Llc CRD 149034 | East Lansing, MI | Wealth Manager · Small ($100M–$1B) | $107M | 844 | 1,131 | 27 | 07/01/2026 | ☆ |
| 16017 | Breakwater Investment Group, Llc CRD 128747 | Newport Beach, CA | Endowment & Foundation Advisor · Small ($100M–$1B) | $107M | 13 | 60 | 2 | 03/30/2026 | ☆ |
| 16018 | Jackson Wealth Management, Llc CRD 310496 | Castle Rock, CO | Wealth Manager · Small ($100M–$1B) | $107M | 126 | 380 | 3 | 04/21/2026 | ☆ |
| 16019 | Rk Asset Management, Llc CRD 121886 | Wealth Manager · Small ($100M–$1B) | $107M | 81 | 134 | 1 | 01/22/2026 | ☆ | |
| 16020 | Dc Capital Management, Llc CRD 142841 | Wealth Manager · Small ($100M–$1B) | $107M | 84 | 236 | 3 | 06/08/2026 | ☆ | |
| 16021 | Integrated Planning & Investments CRD 325172 | Clovis, CA | Wealth Manager · Small ($100M–$1B) | $107M | 218 | 427 | 2 | 01/26/2026 | ☆ |
| 16022 | Sawtelle, Charles Scott CRD 158732 | Wealth Manager · Small ($100M–$1B) | $107M | 95 | 247 | 1 | 03/26/2026 | ☆ | |
| 16023 | Muse Capital Management Llc CRD 304463 | Santa Monica, CA | Wealth Manager · Small ($100M–$1B) | $107M | 13 | 109 | 2 | 07/29/2026 | ☆ |
| 16024 | Trusco Investment Management, Llc CRD 285736 | Nashville, TN | Wealth Manager · Small ($100M–$1B) | $107M | 30 | 106 | 2 | 07/17/2026 | ☆ |
| 16025 | Potomac Investment Company CRD 14553 | Broker-Dealer (Dually Registered) · Small ($100M–$1B) | $107M | 33 | 41 | 2 | 04/03/2026 | ☆ | |
| 16026 | Kj Capital Management Llc CRD 147495 | Wealth Manager · Small ($100M–$1B) | $107M | 66 | 117 | 2 | 03/12/2026 | ☆ | |
| 16027 | N CRD 314282 | Investment Adviser · Small ($100M–$1B) | $107M | 5 | 5 | 9 | 01/16/2026 | ☆ | |
| 16028 | 603 Financial Advisors, Llc CRD 324422 | Wealth Manager · Small ($100M–$1B) | $107M | 160 | 364 | 1 | 06/23/2026 | ☆ | |
| 16029 | Endure Capital, Llc CRD 338391 | Lake Forest, CA | Wealth Manager · Small ($100M–$1B) | $107M | 75 | 75 | 2 | 03/30/2026 | ☆ |
| 16030 | Securestate Financial Services, Inc. CRD 309230 | Pendleton, IN | Wealth Manager · Small ($100M–$1B) | $107M | 279 | 596 | 3 | 03/12/2026 | ☆ |
| 16031 | Ella Financial Advising Llc CRD 307357 | Oakland, CA | Wealth Manager · Small ($100M–$1B) | $107M | 44 | 226 | 1 | 08/13/2026 | ☆ |
| 16032 | Kalamata Asset Management Llc CRD 284328 | Bethesda, MD | Private Fund Manager · Small ($100M–$1B) | $107M | 2 | 2 | 3 | 03/31/2026 | ☆ |
| 16033 | Four Seasons Investment Advisors, Inc. CRD 132375 | Montrose, CO | Wealth Manager · Small ($100M–$1B) | $107M | 666 | 948 | 3 | 03/28/2026 | ☆ |
| 16034 | Eqv Advisory, Llc CRD 338271 | Raleigh, NC | Wealth Manager · Small ($100M–$1B) | $107M | 21 | 122 | 6 | 01/16/2026 | ☆ |
| 16035 | The Helix Financial Group, Llc CRD 147803 | Carrolltron, TX | Wealth Manager · Small ($100M–$1B) | $107M | 240 | 450 | 2 | 03/10/2026 | ☆ |
| 16036 | Lexington Financial/Life Management, Llc CRD 127618 | Nashville, TN | Wealth Manager · Small ($100M–$1B) | $107M | 44 | 157 | 6 | 04/29/2026 | ☆ |
| 16037 | Stonex International Advisors Inc CRD 153799 | Miami, FL | Wealth Manager · Small ($100M–$1B) | $107M | 77 | 77 | 15 | 07/08/2026 | ☆ |
| 16038 | Haynie Wealth Management Llc CRD 305852 | Salt Lake City, UT | Wealth Manager · Small ($100M–$1B) | $107M | 156 | 578 | 3 | 05/14/2026 | ☆ |
| 16039 | Your Ia, Llc CRD 338535 | St. George, UT | Wealth Manager · Small ($100M–$1B) | $107M | 190 | 272 | 19 | 08/11/2026 | ☆ |
| 16040 | Eagleson Arndt Financial Advisors, Llc CRD 134098 | Thousand Oaks, CA | Wealth Manager · Small ($100M–$1B) | $107M | 155 | 307 | 1 | 05/11/2026 | ☆ |
| 16041 | Horse Cove Partners Llc CRD 172389 | Atlanta, GA | Investment Adviser · Small ($100M–$1B) | $107M | 40 | 54 | 9 | 03/31/2026 | ☆ |
| 16042 | Coastal Wealth Advisors, Llc CRD 174574 | Johns Island, SC | Wealth Manager · Small ($100M–$1B) | $107M | 110 | 274 | 2 | 08/12/2026 | ☆ |
| 16043 | Meketa Capital, Llc CRD 328303 | Denver, CO | Mutual Fund / Asset Manager · Small ($100M–$1B) | $107M | 1 | 1 | 32 | 07/14/2026 | ☆ |
| 16044 | Structured Investment Advisors, Llc CRD 137231 | Sandusky, OH | Wealth Manager · Small ($100M–$1B) | $107M | 326 | 496 | 1 | 03/27/2026 | ☆ |
| 16045 | The Asset Consulting Group, Inc CRD 173060 | Boise, ID | Insurance-Affiliated · Small ($100M–$1B) | $107M | 88 | 107 | 3 | 03/31/2026 | ☆ |
| 16046 | Stage 2 Planning Partners Llc CRD 323281 | S Burlington, VT | Wealth Manager · Small ($100M–$1B) | $106M | 308 | 573 | 2 | 06/01/2026 | ☆ |
| 16047 | Top Private Wealth Llc CRD 331000 | Glastonbury, CT | Wealth Manager · Small ($100M–$1B) | $106M | 150 | 437 | 2 | 07/09/2026 | ☆ |
| 16048 | Bergamot Asset Management Lp CRD 309424 | Princeton, NJ | Insurance-Affiliated · Small ($100M–$1B) | $106M | 114 | 258 | 8 | 05/01/2026 | ☆ |
| 16049 | Shaw Financial Solutions Llc CRD 329057 | Coral Gables, FL | Wealth Manager · Small ($100M–$1B) | $106M | 89 | 206 | 2 | 03/10/2026 | ☆ |
| 16050 | Thayer Financial, L.L.C. CRD 304729 | Hickory, NC | Wealth Manager · Small ($100M–$1B) | $106M | 125 | 493 | 3 | 02/18/2026 | ☆ |