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 |
|---|---|---|---|---|---|---|---|---|---|
| 2951 | Acorn Advisory Capital, L.P. CRD 133040 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $3.0B | 7 | 7 | 22 | 03/19/2026 | ☆ |
| 2952 | Cardiff Park Advisors,Llc CRD 126752 | Wealth Manager · Mid-sized ($1B–$10B) | $3.0B | 363 | 363 | 6 | 08/03/2026 | ☆ | |
| 2953 | Sfmg, Llc. CRD 107548 | Plano, TX | Wealth Manager · Mid-sized ($1B–$10B) | $3.0B | 982 | 4,323 | 39 | 07/24/2026 | ☆ |
| 2954 | Resonant Capital Advisors, Llc CRD 298451 | Madison, WI | Wealth Manager · Mid-sized ($1B–$10B) | $3.0B | 619 | 2,816 | 25 | 06/15/2026 | ☆ |
| 2955 | Parcion Private Wealth Llc CRD 305115 | Bellevue, WA | Multi-Family Office · Mid-sized ($1B–$10B) | $3.0B | 165 | 1,871 | 28 | 03/10/2026 | ☆ |
| 2956 | Cohen & Steers Asia Limited CRD 135661 | Central | Investment Adviser · Mid-sized ($1B–$10B) | $2.9B | 42 | 50 | 18 | 03/30/2026 | ☆ |
| 2957 | Berger Financial Group, Llc CRD 308174 | Plymouth, MN | Insurance-Affiliated · Mid-sized ($1B–$10B) | $2.9B | 3,800 | 11,139 | 89 | 09/03/2026 | ☆ |
| 2958 | N CRD 171288 | Private Fund Manager · Mid-sized ($1B–$10B) | $2.9B | 7 | 7 | 9 | 03/28/2025 | ☆ | |
| 2959 | Hudson Edge Investment Partners, Inc. CRD 104870 | Jersey City, NJ | Private Fund Manager · Mid-sized ($1B–$10B) | $2.9B | 70 | 70 | 16 | 04/13/2026 | ☆ |
| 2960 | Iwc Investment Partners A/S CRD 287869 | Copenhagen | Investment Adviser · Mid-sized ($1B–$10B) | $2.9B | 1 | 1 | 30 | 03/26/2026 | ☆ |
| 2961 | Point Olema Capital Partners, L.P. CRD 304303 | San Francisco, CA | Multi-Family Office · Mid-sized ($1B–$10B) | $2.9B | 27 | 27 | 9 | 07/31/2026 | ☆ |
| 2962 | Birch Hill Investment Advisors Llc CRD 143750 | Boston, MA | Multi-Family Office · Mid-sized ($1B–$10B) | $2.9B | 195 | 1,388 | 19 | 02/25/2026 | ☆ |
| 2963 | Creative Financial Designs, Inc. CRD 109032 | Kokomo, IN | Wealth Manager · Mid-sized ($1B–$10B) | $2.9B | 10,566 | 15,029 | 170 | 03/30/2026 | ☆ |
| 2964 | Mane Global Capital Management Lp CRD 311912 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $2.9B | 5 | 6 | 20 | 03/27/2026 | ☆ |
| 2965 | Sjs Investment Consulting Inc CRD 107219 | Sylvania, OH | Wealth Manager · Mid-sized ($1B–$10B) | $2.9B | 1,055 | 3,006 | 26 | 09/22/2026 | ☆ |
| 2966 | Foster & Motley, Inc. CRD 106905 | Cincinnati, OH | Wealth Manager · Mid-sized ($1B–$10B) | $2.9B | 926 | 926 | 51 | 03/26/2026 | ☆ |
| 2967 | N CRD 108023 | Wealth Manager · Mid-sized ($1B–$10B) | $2.9B | 1,779 | 3,387 | 43 | 12/19/2025 | ☆ | |
| 2968 | N CRD 328086 | Private Fund Manager · Mid-sized ($1B–$10B) | $2.9B | 4 | 4 | 44 | 04/08/2025 | ☆ | |
| 2969 | Asset Dedication, Llc CRD 151988 | San Francisco, CA | Wealth Manager · Mid-sized ($1B–$10B) | $2.9B | 1,998 | 6,174 | 7 | 03/31/2026 | ☆ |
| 2970 | Northgate Capital, L.P. CRD 140214 | Danville, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.9B | 67 | 67 | 27 | 07/10/2026 | ☆ |
| 2971 | Pinegrove Adviser Llc CRD 170811 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.9B | 6 | 6 | 17 | 09/16/2026 | ☆ |
| 2972 | Raub Brock Capital Management, Lp CRD 153994 | Larkspur, CA | Investment Adviser · Mid-sized ($1B–$10B) | $2.9B | 141 | 6,352 | 9 | 09/01/2026 | ☆ |
| 2973 | Greenhouse Funds Lllp CRD 169840 | Baltimore, MD | Private Fund Manager · Mid-sized ($1B–$10B) | $2.9B | 11 | 12 | 9 | 09/11/2026 | ☆ |
| 2974 | Windsor Advisory Group, Llc CRD 122266 | Columbus, OH | Wealth Manager · Mid-sized ($1B–$10B) | $2.9B | 543 | 1,704 | 22 | 07/01/2026 | ☆ |
| 2975 | Marblegate Asset Management, Llc CRD 157850 | Greenwich, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $2.9B | 31 | 31 | 28 | 03/30/2026 | ☆ |
| 2976 | Cambiar Investors, Llc CRD 115093 | Denver, CO | Wealth Manager · Mid-sized ($1B–$10B) | $2.9B | 5,622 | 5,623 | 28 | 08/03/2026 | ☆ |
| 2977 | Bedel Financial Consulting Inc CRD 105653 | Indianapolis, IN | Wealth Manager · Mid-sized ($1B–$10B) | $2.9B | 1,162 | 5,435 | 28 | 08/05/2026 | ☆ |
| 2978 | Transcend Capital Advisors, Llc CRD 299723 | Madison, NJ | Wealth Manager · Mid-sized ($1B–$10B) | $2.9B | 1,094 | 4,145 | 39 | 07/16/2026 | ☆ |
| 2979 | Fny Investment Advisers, Llc CRD 295433 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.9B | 1 | 1 | 132 | 03/30/2026 | ☆ |
| 2980 | Flexpath Strategies Llc CRD 174306 | Aliso Viejo, CA | Investment Adviser · Mid-sized ($1B–$10B) | $2.9B | 741 | 741 | 5 | 06/26/2026 | ☆ |
| 2981 | Radcliff Management Llc CRD 287589 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.9B | 47 | 47 | 10 | 03/31/2026 | ☆ |
| 2982 | Canyon Partners Real Estate Llc CRD 107880 | Dallas, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $2.9B | 23 | 23 | 198 | 03/28/2026 | ☆ |
| 2983 | Global Strategic Risk Management, Llc CRD 327157 | Providence, RI | Private Fund Manager · Mid-sized ($1B–$10B) | $2.9B | 4 | 4 | 12 | 03/17/2026 | ☆ |
| 2984 | Centerbook Partners Lp CRD 312387 | Greenwich, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $2.9B | 9 | 9 | 21 | 08/26/2026 | ☆ |
| 2985 | The Renaissance Group Llc CRD 105916 | Covington, KY | Investment Adviser · Mid-sized ($1B–$10B) | $2.9B | 1,983 | 2,085 | 19 | 04/16/2026 | ☆ |
| 2986 | Farther Asset Management, Llc CRD 325807 | San Francisco, CA | Wealth Manager · Mid-sized ($1B–$10B) | $2.9B | 9,645 | 9,645 | 7 | 08/13/2026 | ☆ |
| 2987 | Polychain Capital Lp CRD 285022 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.9B | 19 | 19 | 36 | 03/28/2026 | ☆ |
| 2988 | Sylebra Capital Llc CRD 316856 | Palo Alto, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.9B | 6 | 6 | 8 | 03/28/2026 | ☆ |
| 2989 | Asset Management One Usa Inc. CRD 108982 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $2.9B | 7 | 15 | 32 | 05/29/2026 | ☆ |
| 2990 | Fort Point Capital Partners Llc CRD 146759 | San Francisco, CA | Wealth Manager · Mid-sized ($1B–$10B) | $2.9B | 441 | 1,918 | 32 | 03/31/2026 | ☆ |
| 2991 | Rrg Capital Management Llc CRD 291853 | Los Angeles, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.9B | 16 | 16 | 54 | 07/20/2026 | ☆ |
| 2992 | Lynrock Lake Lp CRD 292931 | Rye Brook, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.9B | 3 | 3 | 7 | 03/30/2026 | ☆ |
| 2993 | Smith, Salley & Associates, Llc CRD 129614 | Greensboro, NC | Insurance-Affiliated · Mid-sized ($1B–$10B) | $2.9B | 1,129 | 3,203 | 18 | 09/09/2026 | ☆ |
| 2994 | Hardy Reed, Llc CRD 141024 | Tupelo, MS | Wealth Manager · Mid-sized ($1B–$10B) | $2.9B | 395 | 997 | 18 | 09/04/2026 | ☆ |
| 2995 | Chas. P. Smith & Associates, Pa, Cpa's CRD 104914 | Lakeland, FL | Wealth Manager · Mid-sized ($1B–$10B) | $2.9B | 3,377 | 7,364 | 60 | 03/27/2026 | ☆ |
| 2996 | Deschutes Investment Consulting, Llc CRD 155312 | Portland, OR | Insurance-Affiliated · Mid-sized ($1B–$10B) | $2.9B | 493 | 498 | 14 | 03/19/2026 | ☆ |
| 2997 | Keywise Capital Management (Hk) Limited CRD 160593 | Hong Kong | Investment Adviser · Mid-sized ($1B–$10B) | $2.9B | 11 | 11 | 18 | 03/25/2026 | ☆ |
| 2998 | Dfw Capital Management, Llc CRD 157337 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.9B | 7 | 7 | 25 | 03/23/2026 | ☆ |
| 2999 | Rmr Wealth Builders, Inc. CRD 169005 | Montclair, NJ | Insurance-Affiliated · Mid-sized ($1B–$10B) | $2.9B | 2,099 | 5,069 | 64 | 04/15/2026 | ☆ |
| 3000 | Westchester Capital Management, Llc CRD 155686 | Valhalla, NY | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $2.9B | 7 | 7 | 10 | 03/30/2026 | ☆ |