Investment advisers
44,499 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 |
|---|---|---|---|---|---|---|---|---|---|
| 3251 | Discerene Group Lp CRD 154396 | Stamford, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 10 | 12 | 11 | 03/30/2026 | ☆ |
| 3252 | Cincinnati Asset Management Inc CRD 104946 | Cincinnati, OH | Wealth Manager · Mid-sized ($1B–$10B) | $2.5B | 6,033 | 6,033 | 15 | 03/19/2026 | ☆ |
| 3253 | Revisor Wealth Management Llc CRD 169814 | Akron, OH | Insurance-Affiliated · Mid-sized ($1B–$10B) | $2.5B | 3,132 | 7,480 | 11 | 05/14/2026 | ☆ |
| 3254 | Locorr Fund Management, Llc CRD 156247 | Excelsior, MN | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $2.5B | 1 | 7 | 8 | 02/26/2026 | ☆ |
| 3255 | Ckw Financial Group, Llc CRD 152116 | Honolulu, HI | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $2.5B | 651 | 1,600 | 7 | 03/30/2026 | ☆ |
| 3256 | Fiduciary Alliance Llc CRD 284924 | Greenville, SC | Wealth Manager · Mid-sized ($1B–$10B) | $2.5B | 8,964 | 9,155 | 76 | 07/01/2026 | ☆ |
| 3257 | Icon Infrastructure North America Inc. CRD 306800 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $2.5B | 1 | 17 | 06/18/2026 | ☆ | |
| 3258 | Constellation Wealth Capital, Llc CRD 326917 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 10 | 10 | 20 | 03/31/2026 | ☆ |
| 3259 | Private Wealth Asset Management, Llc CRD 315819 | Omaha, NE | Insurance-Affiliated · Mid-sized ($1B–$10B) | $2.5B | 559 | 2,268 | 32 | 04/13/2026 | ☆ |
| 3260 | Stonebridge Capital Advisors Llc CRD 111447 | St. Paul, MN | Wealth Manager · Mid-sized ($1B–$10B) | $2.5B | 1,674 | 3,151 | 31 | 03/30/2026 | ☆ |
| 3261 | Aerie Advisory Group Llc CRD 333610 | Gig Harbor, WA | Multi-Family Office · Mid-sized ($1B–$10B) | $2.5B | 44 | 44 | 16 | 07/21/2026 | ☆ |
| 3262 | Twinbeech Capital Lp CRD 298583 | Purchase, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 3 | 3 | 7 | 03/13/2026 | ☆ |
| 3263 | Amulet Capital Partners, L.P. CRD 172012 | Greenwich, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 8 | 8 | 26 | 03/30/2026 | ☆ |
| 3264 | Arcus Capital Partners, Llc CRD 147346 | Atlanta, GA | Wealth Manager · Mid-sized ($1B–$10B) | $2.5B | 467 | 1,667 | 15 | 03/31/2026 | ☆ |
| 3265 | Athyrium Capital Management Lp CRD 161528 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 12 | 12 | 20 | 03/23/2026 | ☆ |
| 3266 | Steelhead Partners,Llc CRD 116569 | Seattle, WA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 6 | 7 | 12 | 03/31/2026 | ☆ |
| 3267 | New Age Alpha Advisors, Llc CRD 299011 | Rye, NY | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $2.5B | 23 | 38 | 42 | 02/18/2026 | ☆ |
| 3268 | No Street Gp Lp CRD 299240 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 6 | 6 | 11 | 03/31/2026 | ☆ |
| 3269 | Saratoga Research & Investment Management CRD 110506 | Saratoga, CA | Wealth Manager · Mid-sized ($1B–$10B) | $2.5B | 2,740 | 2,740 | 21 | 04/06/2026 | ☆ |
| 3270 | Willowridge Partners, Inc. CRD 157116 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 9 | 9 | 18 | 03/11/2026 | ☆ |
| 3271 | Rkl Wealth Management Llc CRD 122693 | Lancaster, PA | Wealth Manager · Mid-sized ($1B–$10B) | $2.5B | 1,050 | 2,675 | 38 | 03/27/2026 | ☆ |
| 3272 | Main Street Financial Solutions, Llc CRD 305834 | Newtown, PA | Wealth Manager · Mid-sized ($1B–$10B) | $2.5B | 2,111 | 5,846 | 41 | 07/14/2026 | ☆ |
| 3273 | Hilltop Securities Inc. CRD 6220 | Dallas, TX | Insurance-Affiliated · Mid-sized ($1B–$10B) | $2.5B | 3,407 | 5,592 | 92 | 03/30/2026 | ☆ |
| 3274 | The Electrum Group Llc CRD 161407 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 5 | 5 | 14 | 03/30/2026 | ☆ |
| 3275 | Owl Ventures, Llc CRD 172513 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 19 | 19 | 20 | 03/16/2026 | ☆ |
| 3276 | Keystone National Group, Llc CRD 142885 | Salt Lake City, UT | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $2.5B | 13 | 13 | 42 | 07/14/2026 | ☆ |
| 3277 | Azora Capital Lp CRD 287621 | Miami, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 19 | 19 | 16 | 03/27/2026 | ☆ |
| 3278 | Patient Capital Management, Llc CRD 307336 | Baltimore, MD | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $2.5B | 7 | 7 | 10 | 03/27/2026 | ☆ |
| 3279 | North Star Investment Management Corporation CRD 117681 | Chicago, IL | Wealth Manager · Mid-sized ($1B–$10B) | $2.5B | 2,643 | 2,643 | 26 | 04/14/2026 | ☆ |
| 3280 | Serve Capital Partners, Llc CRD 284027 | Austin, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 14 | 14 | 8 | 05/28/2026 | ☆ |
| 3281 | Metalmark Management Ii Llc CRD 132008 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 24 | 24 | 18 | 03/31/2026 | ☆ |
| 3282 | Frontier Investment Management Partners Ltd. CRD 282586 | Dubai | Investment Adviser · Mid-sized ($1B–$10B) | $2.5B | 11 | 14 | 28 | 03/27/2026 | ☆ |
| 3283 | Perennial Investment Advisors, Llc CRD 286477 | Los Angeles, CA | Wealth Manager · Mid-sized ($1B–$10B) | $2.5B | 3,229 | 3,229 | 71 | 03/31/2026 | ☆ |
| 3284 | Crayhill Capital Management Lp CRD 281154 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 16 | 16 | 28 | 07/30/2026 | ☆ |
| 3285 | Alphastar Capital Management, Llc CRD 157423 | Cornelius, NC | Wealth Manager · Mid-sized ($1B–$10B) | $2.5B | 8,525 | 15,795 | 150 | 07/30/2026 | ☆ |
| 3286 | Fairview Capital Partners, Llc CRD 161258 | West Hartford, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 26 | 26 | 26 | 03/31/2026 | ☆ |
| 3287 | Haun Ventures Management Lp CRD 318409 | Menlo Park, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 10 | 10 | 11 | 03/31/2026 | ☆ |
| 3288 | Bankers Life Advisory Services, Inc. CRD 281285 | Chicago, IL | Wealth Manager · Mid-sized ($1B–$10B) | $2.5B | 14,314 | 18,608 | 433 | 03/31/2026 | ☆ |
| 3289 | Whistler Capital Partners Llc CRD 316528 | Nashville, TN | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 5 | 5 | 9 | 03/31/2026 | ☆ |
| 3290 | Silver Hill Energy Partners, Lp CRD 307537 | Dallas, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 3 | 3 | 49 | 03/30/2026 | ☆ |
| 3291 | Cornerstone Wealth Group, Llc CRD 289971 | Huntersville, NC | Wealth Manager · Mid-sized ($1B–$10B) | $2.5B | 2,506 | 2,274 | 50 | 08/03/2026 | ☆ |
| 3292 | Concurrent Asset Management, Llc CRD 330657 | Tampa, FL | Investment Adviser · Mid-sized ($1B–$10B) | $2.5B | 3 | 7,204 | 3 | 07/23/2026 | ☆ |
| 3293 | Tzp Management Associates, Llc CRD 160907 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 46 | 46 | 37 | 03/31/2026 | ☆ |
| 3294 | Seizert Capital Partners, Llc CRD 108954 | Birmingham, MI | Investment Adviser · Mid-sized ($1B–$10B) | $2.5B | 152 | 265 | 17 | 02/25/2026 | ☆ |
| 3295 | Warwick Investment Management, Inc. CRD 105951 | Bryan, TX | Wealth Manager · Mid-sized ($1B–$10B) | $2.5B | 253 | 1,533 | 9 | 06/16/2026 | ☆ |
| 3296 | Redwood Investment Management, Llc. CRD 153139 | Scottsdale, AZ | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $2.5B | 152 | 524 | 39 | 03/31/2026 | ☆ |
| 3297 | Lvw Advisors, Llc CRD 159403 | Pittsford, NY | Insurance-Affiliated · Mid-sized ($1B–$10B) | $2.5B | 519 | 2,625 | 19 | 03/24/2026 | ☆ |
| 3298 | Reinhart Partners, Llc CRD 106432 | Mequon, WI | Investment Adviser · Mid-sized ($1B–$10B) | $2.5B | 217 | 217 | 16 | 05/18/2026 | ☆ |
| 3299 | N CRD 313171 | Wealth Manager · Mid-sized ($1B–$10B) | $2.5B | 6,688 | 9,556 | 389 | 07/01/2025 | ☆ | |
| 3300 | Owl Creek Asset Management, L.P. CRD 139371 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.5B | 12 | 11 | 30 | 04/10/2026 | ☆ |