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 |
|---|---|---|---|---|---|---|---|---|---|
| 16351 | Capstone Wealth Advisors, Llc CRD 287670 | Salem, OR | Wealth Manager · Small ($100M–$1B) | $102M | 125 | 422 | 3 | 03/31/2026 | ☆ |
| 16352 | Domestique Capital Llc CRD 283046 | Wealth Manager · Small ($100M–$1B) | $102M | 283 | 623 | 2 | 02/20/2026 | ☆ | |
| 16353 | Anchor Financial Group CRD 111801 | Brea, CA | Wealth Manager · Small ($100M–$1B) | $102M | 126 | 126 | 2 | 02/23/2026 | ☆ |
| 16354 | Capital Synergy Partners, Inc. CRD 148733 | Irvine, CA | Insurance-Affiliated · Small ($100M–$1B) | $102M | 331 | 331 | 46 | 06/26/2026 | ☆ |
| 16355 | Meridian Wealth Management, Inc CRD 112845 | Wealth Manager · Small ($100M–$1B) | $102M | 68 | 338 | 1 | 02/23/2026 | ☆ | |
| 16356 | Phillips Wealth Management Llc CRD 297249 | Pickerington, OH | Insurance-Affiliated · Small ($100M–$1B) | $102M | 283 | 834 | 3 | 06/02/2026 | ☆ |
| 16357 | Servant Capital Advisors, Llc CRD 298764 | Fishers, IN | Wealth Manager · Small ($100M–$1B) | $102M | 45 | 245 | 1 | 01/31/2026 | ☆ |
| 16358 | Omega Wealth Private Capital Llc CRD 318012 | Cincinnati, OH | Wealth Manager · Small ($100M–$1B) | $102M | 286 | 706 | 10 | 03/23/2026 | ☆ |
| 16359 | Drew Wealth Management Llc CRD 332366 | Portsmouth, NH | Wealth Manager · Boutique (under $100M) | $102M | 81 | 190 | 2 | 09/29/2026 | ☆ |
| 16360 | Fleischer & Johnson Wealth Management, Inc. CRD 316194 | Bismarck, ND | Wealth Manager · Small ($100M–$1B) | $102M | 232 | 665 | 1 | 03/02/2026 | ☆ |
| 16361 | Bhc Wealth Management, Llc CRD 339475 | Englewood, CO | Wealth Manager · Small ($100M–$1B) | $102M | 205 | 542 | 8 | 03/20/2026 | ☆ |
| 16362 | Sanctuary Financial Planning, Llc CRD 325857 | Wealth Manager · Small ($100M–$1B) | $102M | 44 | 67 | 3 | 09/10/2026 | ☆ | |
| 16363 | Tkg Wealth Advisers Llc CRD 324156 | Cranford, NJ | Insurance-Affiliated · Small ($100M–$1B) | $102M | 281 | 281 | 5 | 08/25/2026 | ☆ |
| 16364 | Avina Financial Group, Inc. CRD 285527 | Bellflower, CA | Wealth Manager · Small ($100M–$1B) | $102M | 175 | 302 | 4 | 05/14/2026 | ☆ |
| 16365 | Mile High Investments, Llc CRD 156545 | Wealth Manager · Small ($100M–$1B) | $102M | 121 | 121 | 1 | 02/13/2026 | ☆ | |
| 16366 | Craftwork Capital Llc CRD 311626 | Alexandria, VA | Wealth Manager · Small ($100M–$1B) | $102M | 165 | 490 | 3 | 08/03/2026 | ☆ |
| 16367 | A Sling & A Stone, Incorporated CRD 134943 | Burnet, TX | Wealth Manager · Small ($100M–$1B) | $102M | 446 | 445 | 4 | 07/15/2026 | ☆ |
| 16368 | Amadeus Wealth Alternatives, Inc. CRD 170408 | Hackensack, NJ | Wealth Manager · Small ($100M–$1B) | $102M | 31 | 31 | 1 | 06/18/2026 | ☆ |
| 16369 | Betterman Digital Wealth, Inc. CRD 158755 | Insurance-Affiliated · Small ($100M–$1B) | $102M | 35 | 108 | 1 | 04/15/2026 | ☆ | |
| 16370 | Hunt Capital Management, Llc CRD 308017 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $102M | 1 | 1 | 22 | 03/27/2026 | ☆ |
| 16371 | Denewiler Capital Management Inc CRD 114346 | Denver, CO | Wealth Manager · Small ($100M–$1B) | $102M | 133 | 316 | 3 | 03/18/2026 | ☆ |
| 16372 | Global Wealth Advisors Llc CRD 139101 | Troy, MI | Wealth Manager · Small ($100M–$1B) | $102M | 74 | 204 | 1 | 02/26/2026 | ☆ |
| 16373 | Wynn Capital Management, Llc CRD 119355 | Santa Cruz, CA | Wealth Manager · Small ($100M–$1B) | $102M | 89 | 273 | 3 | 03/31/2026 | ☆ |
| 16374 | Northpoint Advisory Llc CRD 147362 | Wealth Manager · Small ($100M–$1B) | $102M | 20 | 217 | 1 | 01/20/2026 | ☆ | |
| 16375 | Sound Legacy Wealth Advisors, Llc CRD 306332 | Wealth Manager · Small ($100M–$1B) | $102M | 44 | 125 | 2 | 04/16/2026 | ☆ | |
| 16376 | True Fiduciary Capital, Llc CRD 306964 | El Cajon, CA | Wealth Manager · Small ($100M–$1B) | $102M | 77 | 231 | 1 | 03/15/2026 | ☆ |
| 16377 | Secure Retirement Financial & Insurance Services Corp. CRD 132777 | San Ramon, CA | Insurance-Affiliated · Small ($100M–$1B) | $102M | 211 | 481 | 5 | 04/01/2026 | ☆ |
| 16378 | Haire Wealth Management, Inc. CRD 339998 | Tupelo, MS | Wealth Manager · Small ($100M–$1B) | $102M | 164 | 164 | 2 | 05/18/2026 | ☆ |
| 16379 | Balanced Wealth Management, Llc. CRD 174699 | West Warwick, RI | Wealth Manager · Small ($100M–$1B) | $102M | 248 | 503 | 4 | 08/24/2026 | ☆ |
| 16380 | Malnik Wealth Management, Llc CRD 311814 | Insurance-Affiliated · Small ($100M–$1B) | $102M | 216 | 338 | 2 | 03/29/2026 | ☆ | |
| 16381 | Persico Capital, Llc CRD 121312 | Wealth Manager · Small ($100M–$1B) | $102M | 97 | 233 | 1 | 02/26/2026 | ☆ | |
| 16382 | The Inspired Company, Llc CRD 297550 | El Segundo, CA | Wealth Manager · Small ($100M–$1B) | $102M | 95 | 288 | 2 | 03/24/2026 | ☆ |
| 16383 | Apforia Ltd CRD 327176 | Virginia Beach, VA | Wealth Manager · Small ($100M–$1B) | $102M | 385 | 1,228 | 18 | 09/10/2026 | ☆ |
| 16384 | N CRD 282537 | Wealth Manager · Small ($100M–$1B) | $102M | 178 | 182 | 18 | 11/10/2025 | ☆ | |
| 16385 | Legacy Advisory Limited Company CRD 300802 | Overland Park, KS | Insurance-Affiliated · Small ($100M–$1B) | $102M | 151 | 447 | 3 | 04/16/2026 | ☆ |
| 16386 | Main Avenue Financial Services, Llc CRD 151580 | Beaverton, OR | Wealth Manager · Small ($100M–$1B) | $102M | 77 | 241 | 2 | 03/31/2026 | ☆ |
| 16387 | Onewelth Inc CRD 325277 | New York, NY | Investment Adviser · Small ($100M–$1B) | $102M | 7 | 7 | 2 | 09/11/2026 | ☆ |
| 16388 | Shankland Financial Advisors, Llc CRD 139562 | Wealth Manager · Small ($100M–$1B) | $102M | 486 | 487 | 2 | 08/20/2026 | ☆ | |
| 16389 | American Retirement Advisors, Inc. CRD 284112 | Metamora, MI | Insurance-Affiliated · Small ($100M–$1B) | $102M | 383 | 850 | 2 | 04/28/2026 | ☆ |
| 16390 | Faire Capital Group, Llc CRD 322829 | Gig Harbor, WA | Wealth Manager · Small ($100M–$1B) | $102M | 37 | 160 | 1 | 02/27/2026 | ☆ |
| 16391 | Clear Wealth Management, Llc CRD 289532 | Wealth Manager · Small ($100M–$1B) | $102M | 132 | 348 | 2 | 03/12/2026 | ☆ | |
| 16392 | Endurance Financial Planning, Llc CRD 305583 | Mcallen, TX | Wealth Manager · Small ($100M–$1B) | $102M | 596 | 1,364 | 4 | 07/20/2026 | ☆ |
| 16393 | Cornwall Capital Management Lp CRD 161451 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $102M | 2 | 2 | 6 | 03/26/2026 | ☆ |
| 16394 | N CRD 149115 | Wealth Manager · Small ($100M–$1B) | $102M | 34 | 78 | 2 | 03/21/2025 | ☆ | |
| 16395 | Maclachlan Wealth Management, Llc CRD 298927 | Bellevue, WA | Insurance-Affiliated · Small ($100M–$1B) | $102M | 105 | 246 | 1 | 03/02/2026 | ☆ |
| 16396 | Strategic Wealth Partners Llc CRD 336564 | Franklin, TN | Wealth Manager · Small ($100M–$1B) | $102M | 212 | 672 | 4 | 07/16/2026 | ☆ |
| 16397 | Shanklin Capital Management Inc CRD 108628 | Jackson, TN | Insurance-Affiliated · Small ($100M–$1B) | $102M | 195 | 370 | 4 | 03/30/2026 | ☆ |
| 16398 | Hanover Square Wealth Advisors Llc CRD 336534 | Wealth Manager · Small ($100M–$1B) | $102M | 98 | 269 | 2 | 07/31/2026 | ☆ | |
| 16399 | Thalassa Capital Llc CRD 139707 | Bend, OR | Wealth Manager · Small ($100M–$1B) | $102M | 70 | 220 | 2 | 04/02/2026 | ☆ |
| 16400 | Blantyre Capital Us Llc CRD 336308 | New York, NY | Private Fund Manager · Small ($100M–$1B) | $102M | 3 | 3 | 8 | 05/14/2026 | ☆ |