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 |
|---|---|---|---|---|---|---|---|---|---|
| 3751 | Woodmont Investment Counsel, Llc CRD 109779 | Nashville, TN | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 468 | 1,469 | 15 | 03/20/2026 | ☆ |
| 3752 | N CRD 144386 | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 1,400 | 3,824 | 16 | 05/01/2025 | ☆ | |
| 3753 | Aff Fund Manager, Llc CRD 281296 | Atlanta, GA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 14 | 14 | 55 | 03/27/2026 | ☆ |
| 3754 | Jackson Thornton Wealth Management, Llc CRD 116091 | Montgomery, AL | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 988 | 2,367 | 16 | 05/27/2026 | ☆ |
| 3755 | Corry Capital Advisors, Llc CRD 165403 | Vero Beach, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 19 | 19 | 9 | 03/30/2026 | ☆ |
| 3756 | Physician Wealth Advisors, Inc. CRD 106043 | Salt Lake City, UT | Insurance-Affiliated · Mid-sized ($1B–$10B) | $2.0B | 1,124 | 5,906 | 15 | 03/19/2026 | ☆ |
| 3757 | Lane42 Investment Partners, Llc CRD 335548 | Santa Monica, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 3 | 3 | 26 | 04/13/2026 | ☆ |
| 3758 | Jnba Financial Advisors, Llc CRD 106550 | Bloomington, MN | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 1,115 | 4,157 | 36 | 09/22/2026 | ☆ |
| 3759 | Impax Asset Management (Aifm) Ltd. CRD 171783 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 4 | 4 | 165 | 07/30/2026 | ☆ |
| 3760 | Well Done, Llc CRD 173736 | Holland, MI | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 926 | 2,988 | 26 | 08/28/2026 | ☆ |
| 3761 | Neville, Rodie & Shaw Inc CRD 104969 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 355 | 811 | 13 | 09/02/2026 | ☆ |
| 3762 | Blackhill Capital, Inc CRD 105208 | Morristown, NJ | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 81 | 83 | 4 | 03/18/2026 | ☆ |
| 3763 | Rose Smart Growth Investment Advisors, Llc CRD 161271 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 7 | 7 | 50 | 03/26/2026 | ☆ |
| 3764 | Corda Investment Management, Llc CRD 108046 | Houston, TX | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 1,363 | 3,099 | 32 | 08/26/2026 | ☆ |
| 3765 | Purpose Capital Management, Llc CRD 343181 | Multi-Family Office · Mid-sized ($1B–$10B) | $2.0B | 11 | 11 | 6 | 08/21/2026 | ☆ | |
| 3766 | Silveroak Wealth Management Llc CRD 110532 | Edina, MN | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 446 | 1,992 | 23 | 03/31/2026 | ☆ |
| 3767 | Viola Credit Partners Management Limited Partnership CRD 326297 | Tel Aviv | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 27 | 30 | 41 | 05/04/2026 | ☆ |
| 3768 | Naples Global Advisors Llc CRD 158544 | Naples, FL | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 306 | 1,791 | 20 | 05/18/2026 | ☆ |
| 3769 | Trez Capital Fund Management Limited Partnership CRD 286614 | Vancouver, Bc | Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) | $2.0B | 29 | 29 | 42 | 06/02/2026 | ☆ |
| 3770 | Arc70 Advisers Lp CRD 288087 | Burlingame, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 8 | 8 | 32 | 08/25/2026 | ☆ |
| 3771 | The Harbor Group, Inc. CRD 105637 | Bedford, NH | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 700 | 3,734 | 22 | 09/03/2026 | ☆ |
| 3772 | Avendus Wealth Management Private Limited CRD 156771 | Mumbai | Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) | $2.0B | 546 | 546 | 248 | 07/01/2026 | ☆ |
| 3773 | Healthequity Advisors, Llc CRD 167105 | Draper, UT | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 178,476 | 178,476 | 8 | 03/25/2026 | ☆ |
| 3774 | Tig Advisors Llc CRD 138306 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 12 | 12 | 12 | 03/27/2026 | ☆ |
| 3775 | Stack Financial Management Inc CRD 106785 | Whitefish, MT | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 833 | 1,524 | 14 | 03/18/2026 | ☆ |
| 3776 | Epfc Capital Partners, Llc CRD 307803 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 3 | 3 | 15 | 03/26/2026 | ☆ |
| 3777 | Feldman, Ingardona & Co. CRD 29449 | Downers Grove, IL | Multi-Family Office · Mid-sized ($1B–$10B) | $2.0B | 184 | 190 | 6 | 09/14/2026 | ☆ |
| 3778 | Raymond James (Usa) Ltd CRD 25853 | Vancouver | Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) | $2.0B | 4,864 | 4,869 | 175 | 09/23/2026 | ☆ |
| 3779 | Wellesley Asset Management, Inc. CRD 116176 | Portsmouth, NH | Investment Adviser · Mid-sized ($1B–$10B) | $2.0B | 1,296 | 1,956 | 30 | 03/30/2026 | ☆ |
| 3780 | Balefire, Llc CRD 168733 | Dallas, TX | Insurance-Affiliated · Mid-sized ($1B–$10B) | $2.0B | 1,864 | 1,871 | 38 | 03/31/2026 | ☆ |
| 3781 | Mak Capital One, Llc CRD 158132 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 6 | 6 | 12 | 03/26/2026 | ☆ |
| 3782 | Comperio Retirement Consulting, Inc. CRD 140786 | Cary, NC | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $2.0B | 27 | 32 | 4 | 03/30/2026 | ☆ |
| 3783 | Midwestern Securities Trading Company, Llc CRD 101080 | East Peoria, IL | Insurance-Affiliated · Mid-sized ($1B–$10B) | $2.0B | 11,847 | 11,847 | 105 | 06/24/2026 | ☆ |
| 3784 | Trumbower Financial Advisors Llc CRD 107495 | Bethesda, MD | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 246 | 964 | 11 | 03/06/2026 | ☆ |
| 3785 | Mount Logan Management Llc CRD 311161 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 12 | 13 | 120 | 06/08/2026 | ☆ |
| 3786 | Sole Source Capital Llc CRD 290032 | Dallas, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 7 | 7 | 34 | 03/30/2026 | ☆ |
| 3787 | Woodbourne Capital Management International Lp CRD 143980 | Boulder, CO | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 15 | 15 | 14 | 03/31/2026 | ☆ |
| 3788 | N CRD 168252 | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 751 | 2,982 | 29 | 03/21/2025 | ☆ | |
| 3789 | Graycliff Partners Lp CRD 157221 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 15 | 16 | 30 | 06/08/2026 | ☆ |
| 3790 | Timberland Investment Resources, Llc CRD 129663 | Atlanta, GA | Investment Adviser · Mid-sized ($1B–$10B) | $2.0B | 13 | 13 | 30 | 03/27/2026 | ☆ |
| 3791 | Lee Danner & Bass Inc CRD 111002 | Nashville, TN | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 1,020 | 1,020 | 11 | 07/01/2026 | ☆ |
| 3792 | Centeroak Adviser, L.P. CRD 175156 | Dallas, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 5 | 5 | 20 | 03/30/2026 | ☆ |
| 3793 | Long Pond Capital, Lp CRD 161168 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 7 | 7 | 18 | 03/26/2026 | ☆ |
| 3794 | Jsf Financial, Llc CRD 114025 | Los Angeles, CA | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 821 | 2,759 | 27 | 07/14/2026 | ☆ |
| 3795 | Greenwood Gearhart, Llc CRD 110379 | Fayetteville, AR | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 1,101 | 3,101 | 26 | 07/24/2026 | ☆ |
| 3796 | Boldhaven Management Llp CRD 304300 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 3 | 6 | 12 | 06/24/2026 | ☆ |
| 3797 | Lingotto Us Llc CRD 328113 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 9 | 10 | 17 | 04/20/2026 | ☆ |
| 3798 | Center For Financial Planning Inc CRD 109599 | Southfield, MI | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 1,496 | 4,285 | 26 | 09/11/2026 | ☆ |
| 3799 | The Fiduciary Group, Llc CRD 221530 | Savannah, GA | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 702 | 1,726 | 18 | 03/31/2026 | ☆ |
| 3800 | The Norden Group Llc CRD 323988 | Provo, UT | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 1,531 | 4,220 | 30 | 02/02/2026 | ☆ |