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 |
|---|---|---|---|---|---|---|---|---|---|
| 16051 | Vandenburg Capital Management Inc. CRD 286625 | Wealth Manager · Small ($100M–$1B) | $106M | 92 | 182 | 1 | 07/24/2026 | ☆ | |
| 16052 | Mediate Financial Investment Advisory Services, Llc CRD 158134 | Canfield, OH | Wealth Manager · Small ($100M–$1B) | $106M | 354 | 733 | 3 | 08/11/2026 | ☆ |
| 16053 | Fiduciary Advisor Advocates, Llc CRD 169039 | Endowment & Foundation Advisor · Small ($100M–$1B) | $106M | 80 | 89 | 1 | 04/24/2026 | ☆ | |
| 16054 | Fox, Roger Bennett CRD 129367 | Encino, CA | Institutional / Pension Advisor · Small ($100M–$1B) | $106M | 172 | 263 | 2 | 05/29/2026 | ☆ |
| 16055 | Riverside Wealth Management CRD 140162 | West Palm Beach, FL | Wealth Manager · Small ($100M–$1B) | $106M | 21 | 69 | 2 | 03/30/2026 | ☆ |
| 16056 | Wealth Management Solutions Llc CRD 296875 | Wealth Manager · Small ($100M–$1B) | $106M | 168 | 259 | 3 | 01/13/2026 | ☆ | |
| 16057 | Dillow Wealth Management Llc CRD 313192 | Oak Brook, IL | Wealth Manager · Small ($100M–$1B) | $106M | 18 | 147 | 2 | 02/25/2026 | ☆ |
| 16058 | Arcadius Capital Partners Inc. CRD 173645 | Private Fund Manager · Small ($100M–$1B) | $106M | 1 | 1 | 4 | 03/16/2026 | ☆ | |
| 16059 | Account Management, Llc CRD 110303 | Wealth Manager · Small ($100M–$1B) | $106M | 17 | 25 | 2 | 02/27/2026 | ☆ | |
| 16060 | Cypress Capital Management Us Limited CRD 139037 | Vancouver, British Columbia | Wealth Manager · Small ($100M–$1B) | $106M | 49 | 58 | 11 | 02/27/2026 | ☆ |
| 16061 | 1230 Advisors, Llc CRD 312504 | Pound Ridge, NY | Wealth Manager · Small ($100M–$1B) | $106M | 30 | 78 | 1 | 01/30/2026 | ☆ |
| 16062 | Milinovich & Co., Inc CRD 122894 | Waynesburg, PA | Wealth Manager · Small ($100M–$1B) | $106M | 301 | 418 | 3 | 06/08/2026 | ☆ |
| 16063 | N CRD 105257 | Investment Adviser · Small ($100M–$1B) | $106M | 42 | 62 | 3 | 05/13/2025 | ☆ | |
| 16064 | Birnam Wood Capital, Llc CRD 269897 | Dallas, TX | Wealth Manager · Small ($100M–$1B) | $106M | 51 | 54 | 2 | 03/31/2026 | ☆ |
| 16065 | Wealth Creation Management Group Llc CRD 300539 | Wealth Manager · Small ($100M–$1B) | $106M | 158 | 267 | 2 | 02/04/2026 | ☆ | |
| 16066 | Raison Asset Management Corp. CRD 282147 | Tallinn | Private Fund Manager · Small ($100M–$1B) | $106M | 5 | 5 | 7 | 06/17/2026 | ☆ |
| 16067 | Maseco Asia Limited CRD 310966 | Hong Kong | Wealth Manager · Small ($100M–$1B) | $106M | 72 | 242 | 5 | 03/10/2026 | ☆ |
| 16068 | Mana Financial Life Design, Llc CRD 298277 | Wealth Manager · Small ($100M–$1B) | $106M | 133 | 470 | 5 | 03/31/2026 | ☆ | |
| 16069 | Expert Financial Services, Llc CRD 121584 | Wexford, PA | Wealth Manager · Small ($100M–$1B) | $106M | 73 | 138 | 1 | 04/29/2026 | ☆ |
| 16070 | Sirius Wealth Management Strategies, Llc CRD 147418 | Wealth Manager · Small ($100M–$1B) | $106M | 49 | 49 | 1 | 03/31/2026 | ☆ | |
| 16071 | Imber Financial Group, Llc CRD 144846 | Ann Arbor, MI | Wealth Manager · Small ($100M–$1B) | $106M | 200 | 518 | 8 | 07/16/2026 | ☆ |
| 16072 | Polero Ice Advisers CRD 148790 | Wealth Manager · Small ($100M–$1B) | $106M | 59 | 143 | 1 | 02/19/2026 | ☆ | |
| 16073 | Kyarsip Financial Advisors Llc CRD 128178 | Wealth Manager · Small ($100M–$1B) | $106M | 75 | 131 | 1 | 03/27/2026 | ☆ | |
| 16074 | Arctis Global Llc CRD 308220 | Private Fund Manager · Small ($100M–$1B) | $106M | 3 | 3 | 2 | 03/31/2026 | ☆ | |
| 16075 | Calibre Investment Management, Llc CRD 281305 | Bluffton, SC | Wealth Manager · Small ($100M–$1B) | $106M | 152 | 345 | 5 | 03/17/2026 | ☆ |
| 16076 | Stephen Lewis Gray CRD 114822 | The Woodlands, TX | Wealth Manager · Small ($100M–$1B) | $106M | 44 | 44 | 1 | 01/02/2026 | ☆ |
| 16077 | Westpoint Wealth Management, Llc CRD 310883 | Berea, OH | Insurance-Affiliated · Small ($100M–$1B) | $106M | 582 | 810 | 9 | 07/24/2026 | ☆ |
| 16078 | Truman Wealth Advisors Llc CRD 334752 | Columbia, MO | Wealth Manager · Small ($100M–$1B) | $106M | 98 | 424 | 3 | 03/27/2026 | ☆ |
| 16079 | Abacus Investments Llc CRD 327805 | Birmingham, AL | Private Fund Manager · Small ($100M–$1B) | $106M | 2 | 2 | 11 | 04/01/2025 | ☆ |
| 16080 | Kairos Capital Management, Llc CRD 150342 | Bellevue, WA | Wealth Manager · Small ($100M–$1B) | $106M | 84 | 195 | 1 | 02/11/2026 | ☆ |
| 16081 | Adelmann Financial, Inc. CRD 114825 | Colorado Springs, CO | Wealth Manager · Small ($100M–$1B) | $106M | 127 | 340 | 3 | 03/10/2026 | ☆ |
| 16082 | Portland Financial Advisors Inc CRD 127371 | Wealth Manager · Small ($100M–$1B) | $106M | 45 | 169 | 2 | 04/01/2026 | ☆ | |
| 16083 | Harborlight Investments, Llc CRD 285805 | El Cerrito, CA | Wealth Manager · Small ($100M–$1B) | $106M | 143 | 304 | 2 | 03/23/2026 | ☆ |
| 16084 | Norman, Dana R CRD 129377 | Swansea, MA | Wealth Manager · Small ($100M–$1B) | $106M | 163 | 391 | 2 | 02/04/2026 | ☆ |
| 16085 | Rasp Wealth Solutions, Llc CRD 328248 | Wealth Manager · Small ($100M–$1B) | $106M | 89 | 237 | 2 | 03/24/2026 | ☆ | |
| 16086 | Wisdom Wealth Abundance, Llc CRD 281159 | Columbus, IN | Wealth Manager · Small ($100M–$1B) | $106M | 109 | 284 | 4 | 03/31/2026 | ☆ |
| 16087 | Strategic Financial Group, L.L.C. CRD 316512 | Grand Haven, MI | Wealth Manager · Small ($100M–$1B) | $106M | 158 | 384 | 4 | 08/07/2026 | ☆ |
| 16088 | Access Capital, Llc CRD 327013 | Wichita, KS | Wealth Manager · Small ($100M–$1B) | $106M | 39 | 116 | 2 | 03/12/2026 | ☆ |
| 16089 | Candor Financial, Llc CRD 155632 | Multi-Family Office · Small ($100M–$1B) | $106M | 6 | 31 | 1 | 03/30/2026 | ☆ | |
| 16090 | Russell Wealth Advisors Inc. CRD 290403 | Boone, IA | Wealth Manager · Small ($100M–$1B) | $106M | 122 | 220 | 3 | 03/31/2026 | ☆ |
| 16091 | Financial Design Studio, Inc. CRD 286686 | Deer Park, IL | Wealth Manager · Small ($100M–$1B) | $106M | 134 | 452 | 4 | 07/16/2026 | ☆ |
| 16092 | Northwind Financial Llc CRD 342069 | Bend, OR | Wealth Manager · Small ($100M–$1B) | $105M | 158 | 328 | 2 | 06/11/2026 | ☆ |
| 16093 | Changing Parameters, Llc CRD 132551 | Los Altos, CA | Wealth Manager · Small ($100M–$1B) | $105M | 115 | 249 | 4 | 03/13/2026 | ☆ |
| 16094 | Renew Family Wealth Llc CRD 298618 | Jupiter, FL | Wealth Manager · Small ($100M–$1B) | $105M | 83 | 164 | 5 | 06/08/2026 | ☆ |
| 16095 | Roc Partners (Us) Llc CRD 333044 | Sydney Nsw | Private Fund Manager · Small ($100M–$1B) | $105M | 7 | 7 | 3 | 04/16/2026 | ☆ |
| 16096 | Steward Advisors Group, Llc CRD 321846 | Halfmoon, NY | Insurance-Affiliated · Small ($100M–$1B) | $105M | 109 | 112 | 11 | 03/25/2026 | ☆ |
| 16097 | Relative Sentiment Technologies, Llc CRD 318050 | Mutual Fund / Asset Manager · Small ($100M–$1B) | $105M | 1 | 1 | 1 | 03/18/2026 | ☆ | |
| 16098 | Apprise Wealth Management Llc CRD 288709 | Wealth Manager · Small ($100M–$1B) | $105M | 76 | 305 | 1 | 04/20/2026 | ☆ | |
| 16099 | Ormonde Investment Management, Llc CRD 313328 | Dallas, TX | Multi-Family Office · Small ($100M–$1B) | $105M | 3 | 3 | 2 | 07/09/2026 | ☆ |
| 16100 | Clearview Investment Partners, Llc CRD 150046 | Costa Mesa, CA | Wealth Manager · Small ($100M–$1B) | $105M | 134 | 374 | 3 | 03/26/2026 | ☆ |