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 |
|---|---|---|---|---|---|---|---|---|---|
| 3501 | Rubicon Founders Llc CRD 315631 | Nashville, TN | Private Fund Manager · Mid-sized ($1B–$10B) | $2.3B | 15 | 15 | 54 | 05/08/2026 | ☆ |
| 3502 | Beirne Wealth Consulting Services, Llc CRD 167103 | Darien, CT | Investment Adviser · Mid-sized ($1B–$10B) | $2.3B | 473 | 1,460 | 9 | 08/17/2026 | ☆ |
| 3503 | Excellere Capital Management Llc CRD 142904 | Denver, CO | Private Fund Manager · Mid-sized ($1B–$10B) | $2.3B | 5 | 5 | 26 | 09/11/2026 | ☆ |
| 3504 | Logos Global Management, L.P. CRD 305162 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.3B | 8 | 8 | 9 | 04/22/2026 | ☆ |
| 3505 | Rather & Kittrell, Inc. CRD 114885 | Knoxville, TN | Wealth Manager · Mid-sized ($1B–$10B) | $2.3B | 1,110 | 3,206 | 32 | 08/07/2026 | ☆ |
| 3506 | M Square Investimentos Ltda. CRD 336712 | Sao Paulo | Private Fund Manager · Mid-sized ($1B–$10B) | $2.3B | 34 | 34 | 22 | 03/31/2026 | ☆ |
| 3507 | Apc Asset Development I, Lp CRD 328513 | Newport Beach, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.3B | 6 | 6 | 46 | 03/30/2026 | ☆ |
| 3508 | Pacific Income Advisers Inc CRD 104719 | El Segundo, CA | Investment Adviser · Mid-sized ($1B–$10B) | $2.2B | 2,673 | 2,673 | 14 | 06/25/2026 | ☆ |
| 3509 | Cornerstone Advisory, Llc CRD 142359 | Hunt Valley, MD | Wealth Manager · Mid-sized ($1B–$10B) | $2.2B | 854 | 3,135 | 19 | 09/01/2026 | ☆ |
| 3510 | Teng Yue Partners, L.P. CRD 162895 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.2B | 5 | 5 | 29 | 08/04/2026 | ☆ |
| 3511 | Hidden Harbor Capital Management, L.P. CRD 285401 | Boca Raton, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $2.2B | 9 | 9 | 32 | 07/13/2026 | ☆ |
| 3512 | Avalor Investment Ag CRD 283227 | Zurich | Wealth Manager · Mid-sized ($1B–$10B) | $2.2B | 522 | 522 | 20 | 02/05/2026 | ☆ |
| 3513 | Twelve Points Wealth Management Llc CRD 171107 | Concord, MA | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $2.2B | 821 | 1,928 | 25 | 08/26/2026 | ☆ |
| 3514 | Browning West Lp CRD 304702 | Los Angeles, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.2B | 8 | 8 | 8 | 09/18/2026 | ☆ |
| 3515 | N CRD 169314 | Multi-Family Office · Mid-sized ($1B–$10B) | $2.2B | 38 | 523 | 6 | 09/04/2025 | ☆ | |
| 3516 | Troluce Capital Advisors Llc CRD 313120 | Dorado, PR | Private Fund Manager · Mid-sized ($1B–$10B) | $2.2B | 7 | 8 | 5 | 05/04/2026 | ☆ |
| 3517 | Bsw Wealth Partners, Inc., A Public Benefit Corporation CRD 107485 | Boulder, CO | Wealth Manager · Mid-sized ($1B–$10B) | $2.2B | 501 | 3,876 | 27 | 05/08/2026 | ☆ |
| 3518 | Entropy Technologies, Lp CRD 325283 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.2B | 4 | 4 | 16 | 03/20/2026 | ☆ |
| 3519 | Passaic Partners Llc CRD 313290 | Newark, NJ | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $2.2B | 15 | 18 | 9 | 03/27/2026 | ☆ |
| 3520 | Mason Capital Management Llc CRD 158797 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.2B | 5 | 5 | 15 | 03/31/2026 | ☆ |
| 3521 | J. Stern & Co. Llp CRD 323871 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $2.2B | 72 | 72 | 42 | 06/29/2026 | ☆ |
| 3522 | Absolute Investment Advisers, Llc CRD 132436 | Rosemary Beach, FL | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $2.2B | 7 | 9 | 16 | 03/27/2026 | ☆ |
| 3523 | Rethink Capital Partners, Llc CRD 171118 | White Plains, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.2B | 27 | 27 | 34 | 07/06/2026 | ☆ |
| 3524 | Newsouth Capital Management Inc CRD 110676 | Memphis, TN | Investment Adviser · Mid-sized ($1B–$10B) | $2.2B | 157 | 157 | 11 | 08/10/2026 | ☆ |
| 3525 | Eiv Capital, Llc CRD 169111 | Houston, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $2.2B | 12 | 12 | 44 | 03/26/2026 | ☆ |
| 3526 | Arbion Limited CRD 155663 | London | Multi-Family Office · Mid-sized ($1B–$10B) | $2.2B | 151 | 185 | 32 | 03/19/2026 | ☆ |
| 3527 | Feg Investment Services, Llc CRD 281516 | Cincinnati, OH | Private Fund Manager · Mid-sized ($1B–$10B) | $2.2B | 1 | 1 | 13 | 03/25/2026 | ☆ |
| 3528 | Churchill Pcif Advisor Llc CRD 329140 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $2.2B | 1 | 1 | 206 | 03/31/2026 | ☆ |
| 3529 | Ccmp Capital Advisors, Lp CRD 140121 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.2B | 4 | 4 | 13 | 03/30/2026 | ☆ |
| 3530 | Koss Olinger Consulting, Llc. CRD 111855 | Gainesville, FL | Wealth Manager · Mid-sized ($1B–$10B) | $2.2B | 679 | 2,920 | 30 | 04/10/2026 | ☆ |
| 3531 | Heritage Investment Group, Inc. CRD 113204 | Pompano Beach, FL | Wealth Manager · Mid-sized ($1B–$10B) | $2.2B | 906 | 2,239 | 21 | 07/27/2026 | ☆ |
| 3532 | Clearbridge Investments (North America) Pty Limited CRD 151223 | Sydney | Private Fund Manager · Mid-sized ($1B–$10B) | $2.2B | 19 | 19 | 0 | 08/28/2026 | ☆ |
| 3533 | Lbmc Investment Advisors Llc CRD 108943 | Brentwood, TN | Wealth Manager · Mid-sized ($1B–$10B) | $2.2B | 513 | 1,667 | 8 | 03/27/2026 | ☆ |
| 3534 | N CRD 295416 | Private Fund Manager · Mid-sized ($1B–$10B) | $2.2B | 15 | 15 | 36 | 03/31/2026 | ☆ | |
| 3535 | Aps Asset Management Pte Ltd CRD 109189 | Singapore | Investment Adviser · Mid-sized ($1B–$10B) | $2.2B | 6 | 7 | 39 | 03/18/2026 | ☆ |
| 3536 | Human Investing, Llc CRD 133017 | Lake Oswego, OR | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $2.2B | 1,348 | 3,382 | 28 | 03/26/2026 | ☆ |
| 3537 | Wealthquest Corporation CRD 141473 | Cincinnati, OH | Wealth Manager · Mid-sized ($1B–$10B) | $2.2B | 1,593 | 5,241 | 42 | 07/30/2026 | ☆ |
| 3538 | Foster Dykema Cabot & Partners, Llc CRD 300282 | Waltham, MA | Wealth Manager · Mid-sized ($1B–$10B) | $2.2B | 851 | 855 | 21 | 03/27/2026 | ☆ |
| 3539 | Aristotle Atlantic Partners, Llc CRD 285721 | Sarasota, FL | Investment Adviser · Mid-sized ($1B–$10B) | $2.2B | 359 | 362 | 7 | 03/27/2026 | ☆ |
| 3540 | Riverfront Investment Group, Llc CRD 146221 | Richmond, VA | Investment Adviser · Mid-sized ($1B–$10B) | $2.2B | 1,534 | 1,534 | 46 | 07/17/2026 | ☆ |
| 3541 | E.S. Barr & Company CRD 107447 | Lexington, KY | Wealth Manager · Mid-sized ($1B–$10B) | $2.2B | 432 | 886 | 6 | 03/30/2026 | ☆ |
| 3542 | Detalus Advisors, Llc CRD 117958 | St. Louis, MO | Investment Adviser · Mid-sized ($1B–$10B) | $2.2B | 707 | 1,959 | 15 | 03/19/2026 | ☆ |
| 3543 | Longrange Capital, L.P. CRD 309379 | Stamford, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $2.2B | 3 | 3 | 17 | 03/30/2026 | ☆ |
| 3544 | United Asset Strategies Inc. CRD 107434 | Garden City, NY | Wealth Manager · Mid-sized ($1B–$10B) | $2.2B | 1,673 | 4,208 | 33 | 07/09/2026 | ☆ |
| 3545 | Tpg Financial Advisors, Llc CRD 141153 | Portland, OR | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $2.2B | 637 | 1,635 | 21 | 03/26/2026 | ☆ |
| 3546 | Oakmont Corporation CRD 112337 | Los Angeles, CA | Wealth Manager · Mid-sized ($1B–$10B) | $2.2B | 81 | 87 | 35 | 07/16/2026 | ☆ |
| 3547 | Occudo Quantitative Strategies Lp CRD 310070 | Fort Lauderdale, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $2.2B | 5 | 5 | 5 | 03/31/2026 | ☆ |
| 3548 | Golden State Wealth Management, Llc CRD 167995 | Powell, WY | Insurance-Affiliated · Mid-sized ($1B–$10B) | $2.2B | 4,192 | 7,029 | 45 | 08/04/2026 | ☆ |
| 3549 | Further Global Capital Management, L.P. CRD 289257 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.2B | 4 | 4 | 13 | 03/25/2026 | ☆ |
| 3550 | Grandfield & Dodd, Llc CRD 110971 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $2.2B | 769 | 1,763 | 16 | 03/13/2026 | ☆ |