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 |
|---|---|---|---|---|---|---|---|---|---|
| 2801 | Meyer Handelman Company Llc CRD 107309 | Rye Brook, NY | Wealth Manager · Mid-sized ($1B–$10B) | $3.2B | 487 | 487 | 18 | 03/17/2026 | ☆ |
| 2802 | Foresite Capital Management, Llc CRD 162823 | West Hollywood, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 10 | 10 | 40 | 07/30/2026 | ☆ |
| 2803 | American Realty Advisors, Llc CRD 107965 | Los Angeles, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 14 | 2 | 70 | 04/30/2026 | ☆ |
| 2804 | Lbc Credit Management, L.P. CRD 157628 | Radnor, PA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 16 | 16 | 200 | 05/01/2026 | ☆ |
| 2805 | Chilton Capital Management Llc CRD 104592 | Houston, TX | Trust Company · Mid-sized ($1B–$10B) | $3.2B | 982 | 2,166 | 27 | 03/16/2026 | ☆ |
| 2806 | Lincoln Advisory Group, Llc CRD 114003 | Chicago, IL | Investment Adviser · Mid-sized ($1B–$10B) | $3.2B | 1 | 11 | 03/24/2026 | ☆ | |
| 2807 | Gcp Investment Advisor, Llc CRD 171093 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 11 | 11 | 70 | 03/30/2026 | ☆ |
| 2808 | Vista Capital Partners, Inc. CRD 114913 | Portland, OR | Wealth Manager · Mid-sized ($1B–$10B) | $3.2B | 667 | 3,380 | 35 | 03/27/2026 | ☆ |
| 2809 | Nassau Coramerica Llc CRD 334332 | El Segundo, CA | Investment Adviser · Mid-sized ($1B–$10B) | $3.2B | 11 | 11 | 6 | 07/21/2026 | ☆ |
| 2810 | Vance Street Management Llc CRD 155758 | Los Angeles, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 13 | 13 | 24 | 03/31/2026 | ☆ |
| 2811 | Oberland Capital Management Llc CRD 169109 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 26 | 26 | 23 | 05/01/2026 | ☆ |
| 2812 | Clean Energy Transition International S.A.M. CRD 339944 | Monaco, Monaco | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 5 | 5 | 2 | 06/24/2026 | ☆ |
| 2813 | Cumberland Advisors, Llc CRD 107964 | Sarasota, FL | Wealth Manager · Mid-sized ($1B–$10B) | $3.2B | 1,236 | 2,349 | 36 | 02/02/2026 | ☆ |
| 2814 | Fs Digital Infrastructure Advisor, Llc CRD 338274 | Philadelphia, PA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 46 | 49 | 52 | 03/30/2026 | ☆ |
| 2815 | Trilogy Capital, Inc. CRD 281597 | Irvine, CA | Wealth Manager · Mid-sized ($1B–$10B) | $3.2B | 8,388 | 18,988 | 74 | 07/23/2026 | ☆ |
| 2816 | Evensky & Katz, Llc CRD 109698 | Coral Gables, FL | Wealth Manager · Mid-sized ($1B–$10B) | $3.2B | 1,188 | 5,801 | 44 | 03/19/2026 | ☆ |
| 2817 | Quaero Capital Sa CRD 285690 | Geneva | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 18 | 18 | 39 | 08/25/2026 | ☆ |
| 2818 | M Holdings Securities, Inc. CRD 43285 | Portland, OR | Insurance-Affiliated · Mid-sized ($1B–$10B) | $3.2B | 4,513 | 8,115 | 1,442 | 03/31/2026 | ☆ |
| 2819 | Trust Asset Management Llc CRD 147379 | Houston, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 155 | 155 | 10 | 06/10/2026 | ☆ |
| 2820 | Leo Wealth, Llc CRD 283891 | Edison, NJ | Wealth Manager · Mid-sized ($1B–$10B) | $3.2B | 1,714 | 5,195 | 40 | 09/02/2026 | ☆ |
| 2821 | Principle Wealth Partners Llc CRD 290180 | Madison, CT | Wealth Manager · Mid-sized ($1B–$10B) | $3.2B | 1,210 | 4,120 | 28 | 08/07/2026 | ☆ |
| 2822 | E.P.G., Incorporated CRD 106821 | Framingham, MA | Investment Adviser · Mid-sized ($1B–$10B) | $3.2B | 72 | 72 | 11 | 03/26/2026 | ☆ |
| 2823 | N CRD 299177 | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 2 | 2 | 11 | 10/16/2025 | ☆ | |
| 2824 | Roffman Milller Associates Inc CRD 106019 | Philadelphia, PA | Wealth Manager · Mid-sized ($1B–$10B) | $3.2B | 1,598 | 1,599 | 15 | 08/25/2026 | ☆ |
| 2825 | Bogart Wealth, Llc CRD 283886 | Mclean, VA | Wealth Manager · Mid-sized ($1B–$10B) | $3.2B | 1,442 | 6,635 | 50 | 09/14/2026 | ☆ |
| 2826 | Greenbelt Capital Management L.P. CRD 322516 | Austin, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 12 | 12 | 25 | 03/31/2026 | ☆ |
| 2827 | Altes Capital, Llc CRD 331481 | Investment Adviser · Mid-sized ($1B–$10B) | $3.2B | 12 | 12 | 7 | 03/05/2026 | ☆ | |
| 2828 | Ka Fund Advisors, Llc CRD 141037 | Houston, TX | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $3.2B | 1 | 1 | 38 | 03/10/2026 | ☆ |
| 2829 | Lutz Financial Services, Llc CRD 117273 | Omaha, NE | Wealth Manager · Mid-sized ($1B–$10B) | $3.2B | 1,031 | 2,689 | 23 | 07/07/2026 | ☆ |
| 2830 | Fitzwalter Capital (Us) Llc CRD 311629 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 10 | 10 | 9 | 03/31/2026 | ☆ |
| 2831 | Solus Alternative Asset Management Lp CRD 144155 | Summit, NJ | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 28 | 30 | 25 | 03/31/2026 | ☆ |
| 2832 | Alterra Ios Manager, Llc CRD 324445 | Radnor, PA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 5 | 5 | 44 | 03/27/2026 | ☆ |
| 2833 | Foursixthree Capital Lp CRD 311299 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 10 | 10 | 19 | 03/25/2026 | ☆ |
| 2834 | Girard Advisory Services, Llc CRD 39163 | King Of Prussia, PA | Wealth Manager · Mid-sized ($1B–$10B) | $3.2B | 2,466 | 4,930 | 60 | 08/03/2026 | ☆ |
| 2835 | N CRD 167610 | Wealth Manager · Mid-sized ($1B–$10B) | $3.2B | 7,801 | 7,668 | 152 | 04/01/2025 | ☆ | |
| 2836 | Lcp Institutional, Llc CRD 325133 | Atlanta, GA | Wealth Manager · Mid-sized ($1B–$10B) | $3.2B | 133 | 395 | 8 | 03/19/2026 | ☆ |
| 2837 | Burford Capital Investment Management Llc CRD 167365 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 19 | 19 | 170 | 07/16/2026 | ☆ |
| 2838 | Vmg Partners Ii, Llc CRD 157720 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 28 | 28 | 36 | 07/21/2026 | ☆ |
| 2839 | Csenge Advisory Group, Llc CRD 131167 | Clearwater, FL | Wealth Manager · Mid-sized ($1B–$10B) | $3.2B | 7,199 | 14,361 | 74 | 07/24/2026 | ☆ |
| 2840 | Hilton Capital Management, Llc CRD 116357 | Garden City, NY | Investment Adviser · Mid-sized ($1B–$10B) | $3.2B | 1,647 | 1,647 | 27 | 06/03/2026 | ☆ |
| 2841 | Midland Wealth Advisors, Llc CRD 324997 | Effingham, IL | Investment Adviser · Mid-sized ($1B–$10B) | $3.2B | 138 | 4,521 | 32 | 04/29/2026 | ☆ |
| 2842 | Tennenbaum Capital Partners, Llc CRD 113203 | Santa Monica, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 30 | 30 | 10 | 06/17/2026 | ☆ |
| 2843 | North Square Investments, Llc CRD 294355 | Chicago, IL | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $3.2B | 14 | 14 | 27 | 05/21/2026 | ☆ |
| 2844 | Avesi Partners Llc CRD 314570 | Stamford, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $3.2B | 6 | 6 | 25 | 03/30/2026 | ☆ |
| 2845 | On Investment Management Co CRD 105662 | Cincinnati, OH | Insurance-Affiliated · Mid-sized ($1B–$10B) | $3.2B | 9,568 | 14,153 | 196 | 08/10/2026 | ☆ |
| 2846 | Cyndeo Wealth Partners, Llc CRD 307781 | St. Petersburg, FL | Insurance-Affiliated · Mid-sized ($1B–$10B) | $3.2B | 1,225 | 5,330 | 28 | 08/13/2026 | ☆ |
| 2847 | Advisornet Financial, Inc. CRD 113074 | Minnetonka, MN | Insurance-Affiliated · Mid-sized ($1B–$10B) | $3.1B | 3,514 | 9,293 | 131 | 03/25/2026 | ☆ |
| 2848 | Srh Advisors, Llc CRD 148479 | Salina, KS | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $3.1B | 257 | 440 | 9 | 03/30/2026 | ☆ |
| 2849 | Santander Securities Llc CRD 41791 | Boston, MA | Insurance-Affiliated · Mid-sized ($1B–$10B) | $3.1B | 11,124 | 11,152 | 449 | 09/17/2026 | ☆ |
| 2850 | Strategic Income Management, Llc CRD 151956 | Seattle, WA | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $3.1B | 6 | 6 | 6 | 08/28/2026 | ☆ |