Investment advisers
45,066 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 |
|---|---|---|---|---|---|---|---|---|---|
| 16151 | Imber Financial Group, Llc CRD 144846 | Ann Arbor, MI | Wealth Manager · Small ($100M–$1B) | $106M | 200 | 518 | 8 | 08/25/2026 | ☆ |
| 16152 | Polero Ice Advisers CRD 148790 | Wealth Manager · Small ($100M–$1B) | $106M | 59 | 143 | 1 | 02/19/2026 | ☆ | |
| 16153 | Kyarsip Financial Advisors Llc CRD 128178 | Wealth Manager · Small ($100M–$1B) | $106M | 75 | 131 | 1 | 03/27/2026 | ☆ | |
| 16154 | Arctis Global Llc CRD 308220 | Private Fund Manager · Small ($100M–$1B) | $106M | 3 | 3 | 2 | 03/31/2026 | ☆ | |
| 16155 | Calibre Investment Management, Llc CRD 281305 | Bluffton, SC | Wealth Manager · Small ($100M–$1B) | $106M | 152 | 345 | 5 | 03/17/2026 | ☆ |
| 16156 | Stephen Lewis Gray CRD 114822 | The Woodlands, TX | Wealth Manager · Small ($100M–$1B) | $106M | 44 | 44 | 1 | 01/02/2026 | ☆ |
| 16157 | Westpoint Wealth Management, Llc CRD 310883 | Berea, OH | Insurance-Affiliated · Small ($100M–$1B) | $106M | 582 | 810 | 9 | 07/24/2026 | ☆ |
| 16158 | Truman Wealth Advisors Llc CRD 334752 | Columbia, MO | Wealth Manager · Small ($100M–$1B) | $106M | 98 | 424 | 3 | 03/27/2026 | ☆ |
| 16159 | Abacus Investments Llc CRD 327805 | Birmingham, AL | Private Fund Manager · Small ($100M–$1B) | $106M | 2 | 2 | 11 | 04/01/2025 | ☆ |
| 16160 | Kairos Capital Management, Llc CRD 150342 | Bellevue, WA | Wealth Manager · Small ($100M–$1B) | $106M | 84 | 195 | 1 | 02/11/2026 | ☆ |
| 16161 | Adelmann Financial, Inc. CRD 114825 | Colorado Springs, CO | Wealth Manager · Small ($100M–$1B) | $106M | 127 | 340 | 3 | 03/10/2026 | ☆ |
| 16162 | Portland Financial Advisors Inc CRD 127371 | Wealth Manager · Small ($100M–$1B) | $106M | 45 | 169 | 2 | 04/01/2026 | ☆ | |
| 16163 | Harborlight Investments, Llc CRD 285805 | El Cerrito, CA | Wealth Manager · Small ($100M–$1B) | $106M | 143 | 304 | 2 | 03/23/2026 | ☆ |
| 16164 | Norman, Dana R CRD 129377 | Swansea, MA | Wealth Manager · Small ($100M–$1B) | $106M | 163 | 391 | 2 | 02/04/2026 | ☆ |
| 16165 | Rasp Wealth Solutions, Llc CRD 328248 | Wealth Manager · Small ($100M–$1B) | $106M | 89 | 237 | 2 | 03/24/2026 | ☆ | |
| 16166 | Wisdom Wealth Abundance, Llc CRD 281159 | Columbus, IN | Wealth Manager · Small ($100M–$1B) | $106M | 109 | 284 | 4 | 03/31/2026 | ☆ |
| 16167 | Strategic Financial Group, L.L.C. CRD 316512 | Grand Haven, MI | Wealth Manager · Small ($100M–$1B) | $106M | 158 | 384 | 4 | 08/07/2026 | ☆ |
| 16168 | Candor Financial, Llc CRD 155632 | Multi-Family Office · Small ($100M–$1B) | $106M | 6 | 31 | 1 | 03/30/2026 | ☆ | |
| 16169 | Russell Wealth Advisors Inc. CRD 290403 | Boone, IA | Wealth Manager · Small ($100M–$1B) | $106M | 122 | 220 | 3 | 03/31/2026 | ☆ |
| 16170 | Financial Design Studio, Inc. CRD 286686 | Deer Park, IL | Wealth Manager · Small ($100M–$1B) | $106M | 134 | 452 | 4 | 07/16/2026 | ☆ |
| 16171 | Changing Parameters, Llc CRD 132551 | Los Altos, CA | Wealth Manager · Small ($100M–$1B) | $105M | 115 | 249 | 4 | 03/13/2026 | ☆ |
| 16172 | Renew Family Wealth Llc CRD 298618 | Jupiter, FL | Wealth Manager · Small ($100M–$1B) | $105M | 83 | 164 | 5 | 06/08/2026 | ☆ |
| 16173 | Steward Advisors Group, Llc CRD 321846 | Halfmoon, NY | Insurance-Affiliated · Small ($100M–$1B) | $105M | 109 | 112 | 11 | 03/25/2026 | ☆ |
| 16174 | Relative Sentiment Technologies, Llc CRD 318050 | Mutual Fund / Asset Manager · Small ($100M–$1B) | $105M | 1 | 1 | 1 | 03/18/2026 | ☆ | |
| 16175 | Apprise Wealth Management Llc CRD 288709 | Wealth Manager · Small ($100M–$1B) | $105M | 76 | 305 | 1 | 04/20/2026 | ☆ | |
| 16176 | Ormonde Investment Management, Llc CRD 313328 | Dallas, TX | Multi-Family Office · Small ($100M–$1B) | $105M | 3 | 3 | 2 | 07/09/2026 | ☆ |
| 16177 | Clearview Investment Partners, Llc CRD 150046 | Costa Mesa, CA | Wealth Manager · Small ($100M–$1B) | $105M | 134 | 374 | 3 | 03/26/2026 | ☆ |
| 16178 | Guided Wealth, Llc CRD 339013 | Wealth Manager · Small ($100M–$1B) | $105M | 115 | 299 | 5 | 05/04/2026 | ☆ | |
| 16179 | Pacific Northwest Asset Management, Llc CRD 172429 | Seattle, WA | Wealth Manager · Small ($100M–$1B) | $105M | 78 | 78 | 3 | 02/05/2026 | ☆ |
| 16180 | N CRD 174508 | Multi-Family Office · Small ($100M–$1B) | $105M | 8 | 8 | 1 | 05/08/2025 | ☆ | |
| 16181 | Experience Your Wealth, Llc CRD 305991 | Wealth Manager · Small ($100M–$1B) | $105M | 70 | 415 | 3 | 07/16/2026 | ☆ | |
| 16182 | Innovative Financial, Llc CRD 127469 | Lakewood, CO | Wealth Manager · Small ($100M–$1B) | $105M | 115 | 85 | 3 | 07/01/2026 | ☆ |
| 16183 | Value Financial Advisers, Inc. CRD 107321 | Orlando, FL | Insurance-Affiliated · Small ($100M–$1B) | $105M | 201 | 203 | 4 | 05/14/2024 | ☆ |
| 16184 | Morgan Aly Wealth Management, Llc CRD 328483 | Waukesha, WI | Insurance-Affiliated · Small ($100M–$1B) | $105M | 157 | 390 | 3 | 04/02/2026 | ☆ |
| 16185 | Northeast Capital Management, Inc. CRD 128508 | Coral Gables, FL | Wealth Manager · Small ($100M–$1B) | $105M | 86 | 248 | 1 | 02/03/2026 | ☆ |
| 16186 | Farah Private Wealth Management, Inc CRD 133776 | Costa Mesa, CA | Wealth Manager · Small ($100M–$1B) | $105M | 125 | 128 | 3 | 03/31/2026 | ☆ |
| 16187 | Wallstreeti.Com Llc. CRD 123567 | New York, NY | Wealth Manager · Small ($100M–$1B) | $105M | 87 | 87 | 1 | 03/31/2026 | ☆ |
| 16188 | Alta Via Capital CRD 289739 | Pleasanton, CA | Investment Adviser · Small ($100M–$1B) | $105M | 153 | 231 | 3 | 03/13/2026 | ☆ |
| 16189 | Institutional Investment Advisors Corp CRD 126055 | New York, NY | Wealth Manager · Small ($100M–$1B) | $105M | 143 | 296 | 3 | 02/17/2026 | ☆ |
| 16190 | Birchwood Capital Llc CRD 310219 | Carlsbad, CA | Wealth Manager · Small ($100M–$1B) | $105M | 53 | 252 | 3 | 01/20/2026 | ☆ |
| 16191 | Elk Hill Advisors, Inc. CRD 117275 | Wealth Manager · Small ($100M–$1B) | $105M | 217 | 217 | 2 | 03/31/2026 | ☆ | |
| 16192 | Md Wealth Advisors Inc CRD 304595 | Cranford, NJ | Wealth Manager · Small ($100M–$1B) | $105M | 184 | 396 | 1 | 04/08/2026 | ☆ |
| 16193 | Kukui Tree Capital Management Llc CRD 330374 | Palo Alto, CA | Wealth Manager · Small ($100M–$1B) | $105M | 23 | 100 | 2 | 06/25/2026 | ☆ |
| 16194 | Advisers Investment Management,Inc CRD 112649 | Colorado Springs, CO | Wealth Manager · Small ($100M–$1B) | $105M | 573 | 573 | 5 | 03/11/2026 | ☆ |
| 16195 | Petrie Capital Management Llc. CRD 136480 | Seattle, WA | Wealth Manager · Small ($100M–$1B) | $105M | 48 | 107 | 1 | 02/20/2026 | ☆ |
| 16196 | Larson Financial Services, Inc. CRD 158618 | Cedar Park, TX | Wealth Manager · Small ($100M–$1B) | $105M | 176 | 499 | 3 | 06/04/2026 | ☆ |
| 16197 | Heyman Investment Counseling Llc CRD 166456 | Wealth Manager · Small ($100M–$1B) | $105M | 35 | 56 | 2 | 03/20/2026 | ☆ | |
| 16198 | Compass Retirement, Llc CRD 158412 | Wealth Manager · Small ($100M–$1B) | $105M | 74 | 255 | 1 | 04/30/2026 | ☆ | |
| 16199 | Legacy Chief Financial Office, Llc CRD 300873 | Shenandoah, TX | Wealth Manager · Small ($100M–$1B) | $105M | 72 | 336 | 3 | 04/08/2026 | ☆ |
| 16200 | Burns Financial Management, Inc. CRD 130406 | Insurance-Affiliated · Small ($100M–$1B) | $105M | 64 | 161 | 2 | 02/10/2026 | ☆ |