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 |
|---|---|---|---|---|---|---|---|---|---|
| 2901 | Silvant Capital Management Llc CRD 146025 | Atlanta, GA | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $3.0B | 32 | 21 | 8 | 03/20/2026 | ☆ |
| 2902 | Compass Group Management Llc CRD 168422 | Westport, CT | Investment Adviser · Mid-sized ($1B–$10B) | $3.0B | 0 | 1 | 25 | 07/14/2026 | ☆ |
| 2903 | Pharmakon Advisors, Lp CRD 161150 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.0B | 5 | 5 | 15 | 03/31/2026 | ☆ |
| 2904 | Jadian Capital, Lp CRD 291946 | Stamford, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $3.0B | 43 | 43 | 23 | 06/02/2026 | ☆ |
| 2905 | Overland Advisors, Llc CRD 325525 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $3.0B | 2 | 2 | 267 | 06/24/2026 | ☆ |
| 2906 | Obermeyer Wood Investment Counsel, Lllp CRD 110069 | Aspen, CO | Wealth Manager · Mid-sized ($1B–$10B) | $3.0B | 1,157 | 2,732 | 31 | 09/14/2026 | ☆ |
| 2907 | Pittenger & Anderson Inc CRD 111033 | Lincoln, NE | Wealth Manager · Mid-sized ($1B–$10B) | $3.0B | 920 | 2,261 | 14 | 01/07/2026 | ☆ |
| 2908 | Gibson Capital, Llc CRD 148836 | Wexford, PA | Wealth Manager · Mid-sized ($1B–$10B) | $3.0B | 247 | 1,264 | 16 | 07/31/2026 | ☆ |
| 2909 | Paradigm Global Investors, Llc CRD 338287 | Dallas, TX | Investment Adviser · Mid-sized ($1B–$10B) | $3.0B | 5 | 4 | 03/31/2026 | ☆ | |
| 2910 | Carrick Lane Llc CRD 309148 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $3.0B | 656 | 808 | 6 | 03/19/2026 | ☆ |
| 2911 | New Republic Capital, Llc CRD 310907 | Charlotte, NC | Investment Adviser · Mid-sized ($1B–$10B) | $3.0B | 108 | 107 | 28 | 03/30/2026 | ☆ |
| 2912 | Landscape Capital Management Llc CRD 165336 | Englewood, NJ | Private Fund Manager · Mid-sized ($1B–$10B) | $3.0B | 7 | 7 | 10 | 03/19/2026 | ☆ |
| 2913 | Adams Diversified Equity Fund, Inc. CRD 281263 | Baltimore, MD | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $3.0B | 1 | 1 | 20 | 03/27/2026 | ☆ |
| 2914 | Strategic Global Advisors, Llc CRD 286019 | Newport Beach, CA | Investment Adviser · Mid-sized ($1B–$10B) | $3.0B | 11 | 34 | 19 | 03/30/2026 | ☆ |
| 2915 | Aew Capital Management Lp CRD 108633 | Boston, MA | Investment Adviser · Mid-sized ($1B–$10B) | $3.0B | 15 | 27 | 250 | 03/31/2026 | ☆ |
| 2916 | Globalt Investments Llc CRD 328039 | Atlanta, GA | Wealth Manager · Mid-sized ($1B–$10B) | $3.0B | 3,248 | 3,248 | 18 | 04/14/2026 | ☆ |
| 2917 | Axs Investments Llc CRD 305714 | Port Chester, NY | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $3.0B | 71 | 71 | 8 | 02/11/2026 | ☆ |
| 2918 | Seabury Capital Management Llc CRD 334999 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.0B | 1 | 1 | 7 | 03/31/2026 | ☆ |
| 2919 | Elm Partners Management Llc CRD 167225 | Philadelphia, PA | Wealth Manager · Mid-sized ($1B–$10B) | $3.0B | 655 | 905 | 9 | 09/03/2026 | ☆ |
| 2920 | Alua Capital Management Lp CRD 310536 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.0B | 4 | 4 | 21 | 03/27/2026 | ☆ |
| 2921 | Chesley, Taft & Associates, Llc CRD 111578 | Chicago, IL | Wealth Manager · Mid-sized ($1B–$10B) | $3.0B | 635 | 1,831 | 18 | 03/19/2026 | ☆ |
| 2922 | Fs Global Advisor, Llc CRD 167620 | Philadelphia, PA | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $3.0B | 8 | 8 | 184 | 06/10/2026 | ☆ |
| 2923 | Blackstone Strategic Alliance Advisors L.L.C. CRD 142922 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.0B | 7 | 7 | 293 | 03/30/2026 | ☆ |
| 2924 | Wp Global Partners Llc CRD 135689 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $3.0B | 53 | 53 | 25 | 08/27/2026 | ☆ |
| 2925 | Shariaportfolio, Inc. CRD 173937 | Lake Mary, FL | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $3.0B | 935 | 3,125 | 21 | 04/10/2026 | ☆ |
| 2926 | Boulay Financial Advisors, Llc CRD 111334 | Eden Prairie, MN | Insurance-Affiliated · Mid-sized ($1B–$10B) | $3.0B | 1,123 | 4,384 | 45 | 08/19/2026 | ☆ |
| 2927 | Argonaut Private Capital, Lp CRD 283878 | Tulsa, OK | Private Fund Manager · Mid-sized ($1B–$10B) | $3.0B | 8 | 8 | 23 | 08/20/2026 | ☆ |
| 2928 | Weaver C. Barksdale & Associates, Inc. CRD 105098 | Nashville, TN | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $3.0B | 54 | 112 | 13 | 07/14/2026 | ☆ |
| 2929 | Crownstone Advisory & Investment Corp CRD 339959 | New York, NY | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $3.0B | 1 | 1 | 2 | 09/22/2026 | ☆ |
| 2930 | Allocate Management Company, Llc CRD 316814 | Palo Alto, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.0B | 167 | 171 | 16 | 08/24/2026 | ☆ |
| 2931 | Larch Capital Partners Llc CRD 307653 | Miami, FL | Investment Adviser · Mid-sized ($1B–$10B) | $3.0B | 355 | 613 | 17 | 05/01/2026 | ☆ |
| 2932 | Columbia Cent Clo Advisers, Llc CRD 310864 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.0B | 10 | 10 | 24 | 09/23/2026 | ☆ |
| 2933 | Trinity Hunt Management, L.P. CRD 157410 | Dallas, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $3.0B | 10 | 10 | 53 | 03/31/2026 | ☆ |
| 2934 | Vicus Capital, Inc. CRD 116021 | State College, PA | Wealth Manager · Mid-sized ($1B–$10B) | $3.0B | 6,277 | 9,938 | 84 | 03/20/2026 | ☆ |
| 2935 | North Wall Capital Llp CRD 298653 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $3.0B | 25 | 26 | 41 | 03/30/2026 | ☆ |
| 2936 | Dld Asset Management, Lp CRD 170377 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.0B | 9 | 9 | 22 | 03/27/2026 | ☆ |
| 2937 | N CRD 127268 | Wealth Manager · Mid-sized ($1B–$10B) | $3.0B | 1,250 | 6,481 | 49 | 11/25/2025 | ☆ | |
| 2938 | Delta Global Management Lp CRD 327142 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.0B | 2 | 2 | 14 | 03/27/2026 | ☆ |
| 2939 | Ccaventus Asset Management Lp CRD 269854 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.0B | 31 | 31 | 180 | 09/15/2026 | ☆ |
| 2940 | Baltimore Washington Financial Advisors, Inc. CRD 159388 | Columbia, MD | Wealth Manager · Mid-sized ($1B–$10B) | $3.0B | 5,301 | 5,301 | 36 | 03/19/2026 | ☆ |
| 2941 | Mmbg Investment Advisors Co. CRD 285263 | Miami, FL | Multi-Family Office · Mid-sized ($1B–$10B) | $3.0B | 139 | 234 | 14 | 03/27/2026 | ☆ |
| 2942 | N CRD 110226 | Investment Adviser · Mid-sized ($1B–$10B) | $3.0B | 430 | 1,105 | 30 | 07/24/2025 | ☆ | |
| 2943 | Pacific Avenue Capital Partners Management Company Llc CRD 311351 | Manhattan Beach, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.0B | 16 | 20 | 42 | 05/04/2026 | ☆ |
| 2944 | Fairway Wealth Llc CRD 311031 | Independence, OH | Wealth Manager · Mid-sized ($1B–$10B) | $3.0B | 322 | 322 | 23 | 03/13/2026 | ☆ |
| 2945 | Nfj Investment Group, Llc CRD 310902 | Dallas, TX | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $3.0B | 468 | 468 | 9 | 03/20/2026 | ☆ |
| 2946 | Montag A & Associates Inc CRD 105756 | Atlanta, GA | Wealth Manager · Mid-sized ($1B–$10B) | $3.0B | 503 | 1,308 | 30 | 03/16/2026 | ☆ |
| 2947 | N CRD 134628 | Wealth Manager · Mid-sized ($1B–$10B) | $3.0B | 3,000 | 7,238 | 38 | 05/19/2025 | ☆ | |
| 2948 | Retirement Income Solutions, Inc. CRD 110145 | Ann Arbor, MI | Wealth Manager · Mid-sized ($1B–$10B) | $3.0B | 1,274 | 1,274 | 26 | 05/13/2026 | ☆ |
| 2949 | Impact Partnership Wealth, Llc CRD 313928 | Marietta, GA | Wealth Manager · Mid-sized ($1B–$10B) | $3.0B | 8,017 | 16,058 | 100 | 09/10/2026 | ☆ |
| 2950 | Nutter Investment Advisors Limited Partnership CRD 105461 | Boston, MA | Investment Adviser · Mid-sized ($1B–$10B) | $3.0B | 26 | 41 | 5 | 03/05/2026 | ☆ |