Investment advisers
44,991 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2201 | Edgestream Partners, L.P. CRD 166338 | Princeton, NJ | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 3 | 3 | 40 | 03/30/2026 | ☆ |
| 2202 | Ghisallo Capital Management Llc CRD 309856 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 6 | 6 | 39 | 08/25/2026 | ☆ |
| 2203 | J. Goldman & Co., L.P. CRD 157465 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 8 | 8 | 112 | 03/30/2026 | ☆ |
| 2204 | Lucid Management And Capital Partners Lp CRD 287883 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 13 | 13 | 16 | 03/30/2026 | ☆ |
| 2205 | Taconic Capital Advisors L.P. CRD 137295 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 32 | 33 | 47 | 08/31/2026 | ☆ |
| 2206 | Hill City Capital Lp CRD 306709 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 6 | 6 | 7 | 04/08/2026 | ☆ |
| 2207 | Madison Asset Management, Llc CRD 130874 | Madison, WI | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $4.9B | 36 | 36 | 92 | 03/20/2026 | ☆ |
| 2208 | Pennybacker Capital Management, Llc CRD 160056 | Austin, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 33 | 33 | 63 | 03/30/2026 | ☆ |
| 2209 | Energy Impact Partners Lp CRD 282373 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 16 | 16 | 106 | 03/29/2026 | ☆ |
| 2210 | Heritage Wealth Advisors, Llc CRD 137484 | Richmond, VA | Wealth Manager · Mid-sized ($1B–$10B) | $4.9B | 451 | 1,616 | 36 | 07/30/2026 | ☆ |
| 2211 | Brightstar Capital Partners, L.P. CRD 283313 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.8B | 18 | 18 | 61 | 07/02/2026 | ☆ |
| 2212 | Compound Planning, Inc. CRD 171787 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $4.8B | 13,653 | 8,708 | 119 | 07/06/2026 | ☆ |
| 2213 | Rubicon Technology Management L.L.C. CRD 169875 | Boulder, CO | Private Fund Manager · Mid-sized ($1B–$10B) | $4.8B | 15 | 15 | 37 | 03/19/2026 | ☆ |
| 2214 | Encompass Capital Advisors Llc CRD 160113 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.8B | 10 | 10 | 19 | 04/03/2026 | ☆ |
| 2215 | Chicago Capital, Llc CRD 291624 | Chicago, IL | Wealth Manager · Mid-sized ($1B–$10B) | $4.8B | 838 | 2,319 | 18 | 09/21/2026 | ☆ |
| 2216 | Carronade Capital Management, Lp CRD 309174 | Darien, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $4.8B | 7 | 7 | 17 | 08/05/2026 | ☆ |
| 2217 | Macquarie Wealth Advisers, Llc CRD 141805 | New York, NY | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $4.8B | 29 | 29 | 69 | 06/29/2026 | ☆ |
| 2218 | Srb Corporation CRD 161163 | Boston, MA | Investment Adviser · Mid-sized ($1B–$10B) | $4.8B | 20 | 22 | 4 | 03/30/2026 | ☆ |
| 2219 | Siris Capital Group, Llc CRD 157798 | West Palm Beach, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $4.8B | 10 | 10 | 24 | 03/31/2026 | ☆ |
| 2220 | Star Asia Management Llc CRD 162365 | Mount Laurel, NJ | Private Fund Manager · Mid-sized ($1B–$10B) | $4.8B | 8 | 8 | 4 | 04/24/2026 | ☆ |
| 2221 | N CRD 108590 | Endowment & Foundation Advisor · Mid-sized ($1B–$10B) | $4.8B | 602 | 1,662 | 27 | 03/26/2025 | ☆ | |
| 2222 | Cardinal Point Capital Management, Ulc CRD 140619 | Toronto, On | Wealth Manager · Mid-sized ($1B–$10B) | $4.8B | 2,387 | 8,857 | 56 | 04/21/2026 | ☆ |
| 2223 | Sowell Financial Services, Llc CRD 127145 | North Little Rock, AR | Wealth Manager · Mid-sized ($1B–$10B) | $4.8B | 6,624 | 16,763 | 162 | 09/22/2026 | ☆ |
| 2224 | Cidel Asset Management Inc CRD 172640 | Toronto, Ontario | Investment Adviser · Mid-sized ($1B–$10B) | $4.8B | 1,547 | 1,550 | 73 | 03/27/2026 | ☆ |
| 2225 | Dme Capital Management, Lp CRD 157081 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.8B | 7 | 8 | 29 | 05/01/2026 | ☆ |
| 2226 | Covalis Capital Llp CRD 174043 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $4.8B | 16 | 15 | 25 | 06/30/2026 | ☆ |
| 2227 | Contrarian Capital Management Llc CRD 109979 | Greenwich, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $4.8B | 24 | 24 | 47 | 03/27/2026 | ☆ |
| 2228 | Brownson, Rehmus & Foxworth, Inc. CRD 110608 | Chicago, IL | Multi-Family Office · Mid-sized ($1B–$10B) | $4.8B | 263 | 3,489 | 26 | 03/23/2026 | ☆ |
| 2229 | N CRD 139505 | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $4.8B | 521 | 521 | 22 | 03/27/2025 | ☆ | |
| 2230 | Highpoint Advisor Group, Llc CRD 316636 | Downers Grove, IL | Wealth Manager · Mid-sized ($1B–$10B) | $4.8B | 9,258 | 15,742 | 106 | 07/30/2026 | ☆ |
| 2231 | Foster Group, Inc. CRD 107148 | West Des Moines, IA | Wealth Manager · Mid-sized ($1B–$10B) | $4.8B | 2,101 | 7,346 | 93 | 03/27/2026 | ☆ |
| 2232 | Gladstone Management Corporation CRD 122482 | Mclean, VA | Investment Adviser · Mid-sized ($1B–$10B) | $4.8B | 5 | 5 | 45 | 09/21/2026 | ☆ |
| 2233 | Nations Financial Group, Inc. CRD 44181 | Cedar Rapids, IA | Insurance-Affiliated · Mid-sized ($1B–$10B) | $4.8B | 5,569 | 10,535 | 94 | 03/18/2026 | ☆ |
| 2234 | Madison Capital Partners Corporation CRD 160334 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $4.8B | 12 | 12 | 7 | 03/18/2026 | ☆ |
| 2235 | Pertento Advisors Llc CRD 335545 | Private Fund Manager · Mid-sized ($1B–$10B) | $4.8B | 5 | 5 | 4 | 03/31/2026 | ☆ | |
| 2236 | Avidian Wealth Enterprises, Llc CRD 127186 | Houston, TX | Wealth Manager · Mid-sized ($1B–$10B) | $4.8B | 1,895 | 7,256 | 59 | 06/09/2026 | ☆ |
| 2237 | Claros Reit Management Lp CRD 292430 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.8B | 2 | 2 | 70 | 03/30/2026 | ☆ |
| 2238 | The Ascent Group, Llc CRD 314424 | Virginia Beach, VA | Wealth Manager · Mid-sized ($1B–$10B) | $4.8B | 4,292 | 8,449 | 44 | 03/30/2026 | ☆ |
| 2239 | Covalis (Gibraltar) Limited CRD 311614 | Midtown, Queensway | Private Fund Manager · Mid-sized ($1B–$10B) | $4.8B | 15 | 14 | 3 | 06/30/2026 | ☆ |
| 2240 | Ifg Advisory, Llc CRD 168012 | Atlanta, GA | Wealth Manager · Mid-sized ($1B–$10B) | $4.8B | 9,202 | 14,619 | 187 | 09/14/2026 | ☆ |
| 2241 | East Rock Capital, Llc CRD 157433 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.8B | 25 | 17 | 38 | 07/09/2026 | ☆ |
| 2242 | Robeco Institutional Asset Management Us Inc CRD 107367 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $4.8B | 17 | 17 | 79 | 06/03/2026 | ☆ |
| 2243 | Gwn Securities Inc. CRD 128929 | Palm Beach Gardens, FL | Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) | $4.8B | 37,793 | 66,025 | 707 | 04/13/2026 | ☆ |
| 2244 | Bbam Us Lp CRD 175441 | Dallas, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $4.8B | 28 | 28 | 79 | 03/31/2026 | ☆ |
| 2245 | Ppb Advisors, Llc CRD 152303 | West Conshohocken, PA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.8B | 119 | 119 | 42 | 03/23/2026 | ☆ |
| 2246 | Mesarete Capital Llp CRD 314600 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $4.7B | 8 | 8 | 27 | 06/09/2026 | ☆ |
| 2247 | Bc Advisors, Llc CRD 142982 | Mt. Laurel, NJ | Multi-Family Office · Mid-sized ($1B–$10B) | $4.7B | 102 | 102 | 7 | 03/26/2026 | ☆ |
| 2248 | Axiom Alternative Investments Sarl CRD 282155 | Paris | Private Fund Manager · Mid-sized ($1B–$10B) | $4.7B | 20 | 20 | 23 | 03/31/2026 | ☆ |
| 2249 | Symmetry Partners, Llc. CRD 120982 | Glastonbury, CT | Wealth Manager · Mid-sized ($1B–$10B) | $4.7B | 8,909 | 11,419 | 52 | 02/27/2026 | ☆ |
| 2250 | Jfs Wealth Advisors, Llc CRD 145051 | Hermitage, PA | Wealth Manager · Mid-sized ($1B–$10B) | $4.7B | 2,340 | 6,981 | 89 | 08/27/2026 | ☆ |