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 |
|---|---|---|---|---|---|---|---|---|---|
| 16301 | First Financial Services, Llc CRD 329276 | Little Rock, AR | Wealth Manager · Small ($100M–$1B) | $103M | 91 | 197 | 5 | 08/31/2026 | ☆ |
| 16302 | Abunda Financial, Llc CRD 120177 | Sausalito, CA | Wealth Manager · Small ($100M–$1B) | $103M | 35 | 124 | 2 | 03/20/2026 | ☆ |
| 16303 | Atticus Capital Advisors Llc CRD 288009 | Charlotte, NC | Wealth Manager · Small ($100M–$1B) | $103M | 133 | 228 | 1 | 03/02/2026 | ☆ |
| 16304 | Diversified Portfolio Management, Llc CRD 131008 | Dodge City, KS | Wealth Manager · Small ($100M–$1B) | $103M | 184 | 379 | 2 | 02/19/2026 | ☆ |
| 16305 | Carolina Wealth Stewards, Llc CRD 284837 | Insurance-Affiliated · Small ($100M–$1B) | $103M | 221 | 563 | 6 | 09/28/2026 | ☆ | |
| 16306 | Bdc Capital Management, Inc. CRD 108445 | Glen Allen, VA | Wealth Manager · Small ($100M–$1B) | $103M | 239 | 423 | 4 | 05/20/2026 | ☆ |
| 16307 | Riverstone Asset Management, Llc CRD 161087 | Louisville, KY | Wealth Manager · Small ($100M–$1B) | $103M | 18 | 69 | 2 | 06/23/2026 | ☆ |
| 16308 | Moralis Technologies, Llc CRD 316221 | Pittsburgh, PA | Wealth Manager · Small ($100M–$1B) | $103M | 67 | 118 | 13 | 08/06/2026 | ☆ |
| 16309 | Invictus Timing Service Ltd CRD 106372 | Westbury, NY | Wealth Manager · Small ($100M–$1B) | $103M | 286 | 286 | 1 | 03/09/2026 | ☆ |
| 16310 | Ironhorn Advisors Llc CRD 339425 | Austin, TX | Investment Adviser · Small ($100M–$1B) | $103M | 25 | 4 | 05/08/2026 | ☆ | |
| 16311 | Stranberg Capital Llc CRD 114581 | Southlake, TX | Wealth Manager · Small ($100M–$1B) | $103M | 51 | 51 | 2 | 07/29/2026 | ☆ |
| 16312 | Compass Rose Strategic Partners Llc CRD 165043 | Waterford, CT | Wealth Manager · Small ($100M–$1B) | $103M | 152 | 368 | 6 | 05/12/2026 | ☆ |
| 16313 | American Retirement & Investment Strategies, Llc CRD 139482 | Insurance-Affiliated · Small ($100M–$1B) | $103M | 215 | 493 | 2 | 04/27/2026 | ☆ | |
| 16314 | Eversight Wealth Llc CRD 175285 | Wealth Manager · Small ($100M–$1B) | $103M | 37 | 104 | 1 | 03/31/2026 | ☆ | |
| 16315 | Wealth Strategies Group CRD 326407 | Newport Beach, CA | Wealth Manager · Small ($100M–$1B) | $103M | 120 | 308 | 6 | 09/09/2026 | ☆ |
| 16316 | Templer Wealth Management, Llc CRD 305972 | Vienna, VA | Wealth Manager · Small ($100M–$1B) | $103M | 44 | 181 | 1 | 04/17/2026 | ☆ |
| 16317 | Crafted Finance, Llc CRD 283318 | Wealth Manager · Small ($100M–$1B) | $103M | 170 | 472 | 2 | 09/21/2026 | ☆ | |
| 16318 | Pearl Wealth Group, Llc CRD 326283 | Wealth Manager · Small ($100M–$1B) | $103M | 273 | 612 | 4 | 06/05/2026 | ☆ | |
| 16319 | Opportunus Wealth Management, Llc CRD 300141 | Wealth Manager · Small ($100M–$1B) | $103M | 190 | 334 | 3 | 03/30/2026 | ☆ | |
| 16320 | Trinity Financial Planning, Llc CRD 115924 | Middleton, WI | Wealth Manager · Small ($100M–$1B) | $103M | 60 | 277 | 3 | 03/18/2026 | ☆ |
| 16321 | Alexander Financial Planning, Inc. CRD 121139 | Columbus, OH | Wealth Manager · Small ($100M–$1B) | $103M | 166 | 436 | 4 | 03/27/2026 | ☆ |
| 16322 | Fiduciary Consulting Group, Inc. CRD 132889 | Venice, FL | Wealth Manager · Small ($100M–$1B) | $103M | 28 | 83 | 1 | 03/18/2026 | ☆ |
| 16323 | Beale Healy Investment Advisors Inc CRD 110969 | Richmond, VA | Wealth Manager · Small ($100M–$1B) | $103M | 43 | 129 | 3 | 03/31/2026 | ☆ |
| 16324 | Networth Asset Management, Inc CRD 105145 | Insurance-Affiliated · Small ($100M–$1B) | $103M | 245 | 497 | 1 | 03/30/2026 | ☆ | |
| 16325 | Fairchild Capital Llc CRD 298428 | Portland, OR | Wealth Manager · Small ($100M–$1B) | $103M | 109 | 322 | 2 | 03/04/2026 | ☆ |
| 16326 | Capital Strategies Group, Llc CRD 140120 | Tempe, AZ | Wealth Manager · Small ($100M–$1B) | $103M | 234 | 410 | 5 | 02/09/2026 | ☆ |
| 16327 | Trailhead Pacific, Llc CRD 290747 | Private Fund Manager · Small ($100M–$1B) | $103M | 1 | 6 | 2 | 03/20/2026 | ☆ | |
| 16328 | Peak Investment Advisors, Inc. CRD 117875 | Germantown, MD | Wealth Manager · Small ($100M–$1B) | $103M | 114 | 232 | 2 | 03/05/2026 | ☆ |
| 16329 | Clearview Financial, Llc CRD 282690 | Richmond, VA | Wealth Manager · Small ($100M–$1B) | $103M | 166 | 322 | 2 | 01/07/2026 | ☆ |
| 16330 | Iron Horse Capital, Inc. CRD 319015 | Wealth Manager · Small ($100M–$1B) | $103M | 64 | 153 | 1 | 03/31/2026 | ☆ | |
| 16331 | Lucent Wealth Planning, Llc CRD 297447 | Santa Barbara, CA | Wealth Manager · Small ($100M–$1B) | $103M | 41 | 137 | 2 | 02/11/2026 | ☆ |
| 16332 | Dorian Investment Advisory Llc CRD 339280 | Memphis, TN | Wealth Manager · Small ($100M–$1B) | $103M | 118 | 212 | 1 | 04/29/2026 | ☆ |
| 16333 | Comprehensive Financial Planning Inc CRD 109772 | Wealth Manager · Small ($100M–$1B) | $103M | 30 | 84 | 1 | 02/02/2026 | ☆ | |
| 16334 | Uhy Wealth Management Ria Llc CRD 317608 | Farmington Hills, MI | Institutional / Pension Advisor · Small ($100M–$1B) | $103M | 89 | 90 | 6 | 04/20/2026 | ☆ |
| 16335 | Spinnaker Financial Advisors, Llc CRD 118885 | Idaho Falls, ID | Wealth Manager · Small ($100M–$1B) | $103M | 106 | 297 | 1 | 02/24/2026 | ☆ |
| 16336 | Aot Invest Llc CRD 319016 | Davenport, IA | Mutual Fund / Asset Manager · Small ($100M–$1B) | $103M | 1 | 1 | 1 | 08/20/2026 | ☆ |
| 16337 | Coast Capital Management, Lp CRD 289883 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $103M | 6 | 6 | 4 | 03/31/2026 | ☆ |
| 16338 | Benzer Capital, Llc CRD 175286 | Missouri City, TX | Wealth Manager · Small ($100M–$1B) | $103M | 98 | 449 | 2 | 07/22/2026 | ☆ |
| 16339 | Corbett Wealth Management Llc CRD 323421 | Wealth Manager · Small ($100M–$1B) | $103M | 48 | 93 | 1 | 03/18/2026 | ☆ | |
| 16340 | Brazos Capital, Llc CRD 289749 | Austin, TX | Wealth Manager · Small ($100M–$1B) | $103M | 32 | 172 | 3 | 03/25/2026 | ☆ |
| 16341 | Factory Capital Llc CRD 341250 | Los Angeles, CA | Wealth Manager · Small ($100M–$1B) | $103M | 26 | 26 | 7 | 08/07/2026 | ☆ |
| 16342 | Capital Enhancement, Llc CRD 124132 | Warren, NJ | Wealth Manager · Small ($100M–$1B) | $103M | 22 | 22 | 2 | 02/03/2026 | ☆ |
| 16343 | Page Wealth Services, Llc CRD 323914 | Crozet, VA | Wealth Manager · Small ($100M–$1B) | $102M | 51 | 257 | 2 | 09/17/2026 | ☆ |
| 16344 | Victory Asset Management Co., Inc. CRD 107203 | Mullica Hill, NJ | Wealth Manager · Small ($100M–$1B) | $102M | 364 | 363 | 5 | 03/27/2026 | ☆ |
| 16345 | Stillwater Capital Management, Corp CRD 313075 | Carmel By The Sea, CA | Wealth Manager · Small ($100M–$1B) | $102M | 126 | 126 | 3 | 07/21/2026 | ☆ |
| 16346 | Dynamic Wealth Solutions Llc CRD 170573 | Southfield, MI | Wealth Manager · Small ($100M–$1B) | $102M | 176 | 437 | 3 | 03/17/2026 | ☆ |
| 16347 | Rocky Hill Advisors Inc. CRD 123242 | Peabody, MA | Wealth Manager · Small ($100M–$1B) | $102M | 136 | 152 | 2 | 05/27/2026 | ☆ |
| 16348 | Needham R B Advisory Corp CRD 105378 | North Andover, MA | Wealth Manager · Small ($100M–$1B) | $102M | 145 | 244 | 5 | 08/05/2026 | ☆ |
| 16349 | Tsmf Llc CRD 326415 | Ankeny, IA | Wealth Manager · Small ($100M–$1B) | $102M | 149 | 349 | 3 | 01/26/2026 | ☆ |
| 16350 | Crowdout Capital Llc CRD 305018 | Austin, TX | Private Fund Manager · Small ($100M–$1B) | $102M | 6 | 6 | 9 | 03/10/2026 | ☆ |