Investment advisers
45,009 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2651 | Venturi Wealth Management, Llc CRD 169576 | Boise, ID | Wealth Manager · Mid-sized ($1B–$10B) | $3.6B | 720 | 4,555 | 28 | 08/31/2026 | ☆ |
| 2652 | Sigfig Wealth Management Llc CRD 158823 | San Francisco, CA | Wealth Manager · Mid-sized ($1B–$10B) | $3.6B | 106,361 | 106,361 | 96 | 02/12/2026 | ☆ |
| 2653 | Abacus Wealth Partners, Llc CRD 128590 | Santa Monica, CA | Wealth Manager · Mid-sized ($1B–$10B) | $3.6B | 1,574 | 6,030 | 65 | 07/07/2026 | ☆ |
| 2654 | Calydon Capital, Llc CRD 285485 | Memphis, TN | Wealth Manager · Mid-sized ($1B–$10B) | $3.6B | 297 | 1,009 | 8 | 04/01/2026 | ☆ |
| 2655 | Spf Investment Management, L.P. CRD 299036 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.6B | 4 | 4 | 26 | 07/01/2026 | ☆ |
| 2656 | Marble Bar Asset Management Llp CRD 160882 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $3.6B | 22 | 22 | 70 | 09/01/2026 | ☆ |
| 2657 | Mpm Asset Management Llc CRD 148467 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.6B | 23 | 23 | 50 | 04/28/2026 | ☆ |
| 2658 | Jahd Management Company, Llc CRD 282189 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.6B | 13 | 13 | 21 | 03/30/2026 | ☆ |
| 2659 | Apollo Manager, Llc CRD 327828 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $3.6B | 2 | 2 | 3,564 | 03/31/2026 | ☆ |
| 2660 | Cressey & Company Lp CRD 155606 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $3.6B | 12 | 12 | 47 | 03/31/2026 | ☆ |
| 2661 | Pnc Tc, Llc CRD 172753 | Louisville, KY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.6B | 72 | 72 | 186 | 06/08/2026 | ☆ |
| 2662 | Anthelion Capital Partners Llc CRD 328009 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 9 | 9 | 16 | 07/02/2026 | ☆ |
| 2663 | Steele Capital Management, Inc. CRD 107097 | Dubuque, IA | Wealth Manager · Mid-sized ($1B–$10B) | $3.5B | 1,644 | 4,418 | 15 | 08/26/2026 | ☆ |
| 2664 | Quad C Management, Inc. CRD 161395 | Charlottesville, VA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 2 | 2 | 33 | 03/26/2026 | ☆ |
| 2665 | Fil Investment Advisors (Uk) Ltd. CRD 110970 | Tadworth, Surrey | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $3.5B | 7 | 12 | 8 | 07/01/2026 | ☆ |
| 2666 | Dhm Partners Llc CRD 339223 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 9 | 9 | 40 | 03/31/2026 | ☆ |
| 2667 | Liberty 77 Capital L.P. CRD 314378 | Washington, DC | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 3 | 3 | 18 | 03/31/2026 | ☆ |
| 2668 | Sit Investment Associates, Inc CRD 105725 | Minneapolis, MN | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $3.5B | 44 | 80 | 73 | 06/22/2026 | ☆ |
| 2669 | Retirement Plan Advisors, Llc CRD 122758 | Chicago, IL | Investment Adviser · Mid-sized ($1B–$10B) | $3.5B | 10,031 | 10,031 | 47 | 07/30/2026 | ☆ |
| 2670 | Sycamore Tree Capital Partners, L.P. CRD 311555 | Dallas, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 13 | 12 | 30 | 03/31/2026 | ☆ |
| 2671 | Oneascent Financial Services Llc CRD 284549 | Birmingham, AL | Insurance-Affiliated · Mid-sized ($1B–$10B) | $3.5B | 5,279 | 16,009 | 161 | 08/14/2026 | ☆ |
| 2672 | Burkehill Global Management, Lp CRD 316398 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 5 | 5 | 16 | 03/31/2026 | ☆ |
| 2673 | Visionary Wealth Advisors, Llc CRD 169610 | St. Louis, MO | Wealth Manager · Mid-sized ($1B–$10B) | $3.5B | 4,262 | 11,041 | 74 | 03/31/2026 | ☆ |
| 2674 | Mill Point Capital Llc CRD 290266 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 9 | 9 | 33 | 04/24/2026 | ☆ |
| 2675 | Breakwall Investment Advisor Llc CRD 328990 | Port Washington, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 11 | 11 | 9 | 05/01/2026 | ☆ |
| 2676 | Pathlight Capital Lp CRD 291106 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 14 | 14 | 30 | 03/30/2026 | ☆ |
| 2677 | Greenwich Wealth Management Llc CRD 142820 | Greenwich, CT | Wealth Manager · Mid-sized ($1B–$10B) | $3.5B | 625 | 625 | 13 | 07/28/2026 | ☆ |
| 2678 | Deer Park Road Management Company, Lp CRD 140370 | Steamboat Springs, CO | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 13 | 13 | 28 | 04/29/2026 | ☆ |
| 2679 | Bryn Mawr Trust Advisors, Llc CRD 285359 | Philadelphia, PA | Wealth Manager · Mid-sized ($1B–$10B) | $3.5B | 1,409 | 3,849 | 87 | 07/21/2026 | ☆ |
| 2680 | Bentallgreenoak Strategic Capital Partners Llc CRD 137813 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 86 | 86 | 19 | 07/30/2026 | ☆ |
| 2681 | Ug Investment Advisers Ltd. CRD 167183 | Taipei | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 2 | 2 | 40 | 09/23/2026 | ☆ |
| 2682 | N CRD 39262 | Wealth Manager · Mid-sized ($1B–$10B) | $3.5B | 6,928 | 10,904 | 407 | 06/16/2025 | ☆ | |
| 2683 | Equity Investment Corporation CRD 283930 | Atlanta, GA | Wealth Manager · Mid-sized ($1B–$10B) | $3.5B | 6,761 | 6,761 | 27 | 03/19/2026 | ☆ |
| 2684 | Andros Capital Partners Llc CRD 310641 | Houston, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 11 | 11 | 6 | 03/27/2026 | ☆ |
| 2685 | Stellus Capital Management, Llc CRD 160115 | Houston, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 20 | 20 | 36 | 07/14/2026 | ☆ |
| 2686 | N CRD 155812 | Wealth Manager · Mid-sized ($1B–$10B) | $3.5B | 516 | 2,420 | 10 | 02/23/2025 | ☆ | |
| 2687 | Foundry Group, Llc CRD 159541 | Boulder, CO | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 15 | 15 | 10 | 09/15/2026 | ☆ |
| 2688 | Global Forest Partners Lp CRD 127064 | Lebanon, NH | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 19 | 19 | 24 | 04/29/2026 | ☆ |
| 2689 | Valley Forge Investment Consultants, Inc. CRD 123898 | Audubon, PA | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $3.5B | 384 | 1,034 | 16 | 03/30/2026 | ☆ |
| 2690 | Advisor Resource Council CRD 164109 | Dallas, TX | Insurance-Affiliated · Mid-sized ($1B–$10B) | $3.5B | 11,836 | 11,836 | 119 | 03/31/2026 | ☆ |
| 2691 | Systematic Alpha Investments, Llc CRD 297693 | Princeton, NJ | Multi-Family Office · Mid-sized ($1B–$10B) | $3.5B | 2 | 22 | 1 | 03/23/2026 | ☆ |
| 2692 | 1607 Capital Partners, Llc CRD 144758 | Richmond, VA | Investment Adviser · Mid-sized ($1B–$10B) | $3.5B | 13 | 22 | 15 | 03/17/2026 | ☆ |
| 2693 | Aea Enterprise Partners Management Lp CRD 132753 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 4 | 4 | 157 | 06/04/2026 | ☆ |
| 2694 | Kathmere Capital Management, Llc CRD 305118 | Wayne, PA | Insurance-Affiliated · Mid-sized ($1B–$10B) | $3.5B | 842 | 2,684 | 24 | 07/27/2026 | ☆ |
| 2695 | Federated Hermes Fcp Manager, Llc CRD 161468 | Chevy Chase, MD | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 13 | 13 | 75 | 05/08/2026 | ☆ |
| 2696 | Arbor Investments Management, Llc CRD 157442 | Palm Beach, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 11 | 11 | 29 | 05/20/2026 | ☆ |
| 2697 | Doubleline Alternatives Lp CRD 175212 | Tampa, FL | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $3.5B | 7 | 7 | 171 | 03/31/2026 | ☆ |
| 2698 | Main Post Partners, L.P. CRD 172703 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 7 | 7 | 23 | 06/12/2026 | ☆ |
| 2699 | Clover Credit Management, Llc CRD 307632 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.5B | 8 | 8 | 711 | 03/30/2026 | ☆ |
| 2700 | Ardea Investment Management Pty Limited CRD 312601 | Sydney, Nsw | Investment Adviser · Mid-sized ($1B–$10B) | $3.5B | 10 | 10 | 29 | 09/23/2026 | ☆ |