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 |
|---|---|---|---|---|---|---|---|---|---|
| 3801 | C.M. Capital Advisors, Llc CRD 157529 | Palo Alto, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 2 | 2 | 18 | 03/31/2026 | ☆ |
| 3802 | Bellecapital International Ag CRD 158348 | Zurich | Investment Adviser · Mid-sized ($1B–$10B) | $2.0B | 291 | 359 | 18 | 03/25/2026 | ☆ |
| 3803 | Cs Planning Corp CRD 149937 | Portland, OR | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 4,200 | 9,340 | 60 | 06/30/2026 | ☆ |
| 3804 | Kora Management Lp CRD 172534 | Brooklyn, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 14 | 12 | 30 | 03/27/2026 | ☆ |
| 3805 | Hcr Wealth Advisors CRD 108676 | Los Angeles, CA | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 938 | 3,191 | 20 | 07/01/2026 | ☆ |
| 3806 | Evolution Wealth Advisors, Llc CRD 285142 | Aventura, FL | Investment Adviser · Mid-sized ($1B–$10B) | $2.0B | 380 | 1,071 | 15 | 03/10/2026 | ☆ |
| 3807 | Guidestone Advisors, Llc CRD 149624 | Dallas, TX | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 2,089 | 5,004 | 34 | 03/30/2026 | ☆ |
| 3808 | Ceres Partners, Llc CRD 290937 | South Bend, IN | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 5 | 5 | 21 | 04/30/2026 | ☆ |
| 3809 | Qsemble Capital Management, Lp CRD 290920 | New York City, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 4 | 4 | 10 | 04/13/2026 | ☆ |
| 3810 | 3 Edge Asset Management, Lp CRD 282059 | Naples, FL | Wealth Manager · Mid-sized ($1B–$10B) | $2.0B | 1,528 | 2,207 | 24 | 04/07/2026 | ☆ |
| 3811 | Quantix Commodities Lp CRD 317784 | Greenwich, CT | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $2.0B | 2 | 2 | 20 | 03/30/2026 | ☆ |
| 3812 | New State Capital Partners Llc CRD 170409 | New Rochelle, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $2.0B | 19 | 19 | 35 | 03/31/2026 | ☆ |
| 3813 | Abound Wealth Management, Llc CRD 285903 | Franklin, TN | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 936 | 5,040 | 41 | 06/19/2026 | ☆ |
| 3814 | Behrman Brothers Management Company L.P. CRD 161083 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 3 | 3 | 15 | 03/17/2026 | ☆ |
| 3815 | Ascendant Capital Partners Lp CRD 306257 | Los Angeles, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 22 | 22 | 19 | 04/28/2026 | ☆ |
| 3816 | Bulltick Wealth Management, Llc CRD 141588 | Miami, FL | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 315 | 479 | 62 | 03/31/2026 | ☆ |
| 3817 | Soma Equity Partners, Lp CRD 283613 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 4 | 4 | 15 | 03/27/2026 | ☆ |
| 3818 | Capital Z Partners Management, Llc CRD 157048 | Naples, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 5 | 5 | 5 | 03/25/2026 | ☆ |
| 3819 | Lorient Capital Management, Llc CRD 289572 | Miami, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 17 | 17 | 29 | 03/30/2026 | ☆ |
| 3820 | Alliance Partners Llc CRD 157700 | Chevy Chase, MD | Bank · Mid-sized ($1B–$10B) | $1.9B | 104 | 107 | 21 | 07/02/2026 | ☆ |
| 3821 | Pcm Encore, Llc CRD 333127 | Aspen, CO | Multi-Family Office · Mid-sized ($1B–$10B) | $1.9B | 167 | 629 | 16 | 06/16/2026 | ☆ |
| 3822 | Sisung Investment Management Services Llc CRD 107318 | Metairie, LA | Investment Adviser · Mid-sized ($1B–$10B) | $1.9B | 13 | 13 | 7 | 03/19/2026 | ☆ |
| 3823 | Brooke Private Equity Associates Management Llc CRD 156772 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 14 | 14 | 19 | 06/29/2026 | ☆ |
| 3824 | Bensler, Llc CRD 310849 | Bellevue, WA | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.9B | 2,493 | 4,107 | 46 | 06/30/2026 | ☆ |
| 3825 | Voss Capital, Lp CRD 158929 | Houston, TX | Investment Adviser · Mid-sized ($1B–$10B) | $1.9B | 10 | 10 | 11 | 03/31/2026 | ☆ |
| 3826 | Radian Capital Llc CRD 288340 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 7 | 7 | 28 | 03/24/2026 | ☆ |
| 3827 | Elda River Capital Management, Llc CRD 326859 | Houston, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 16 | 16 | 15 | 03/31/2026 | ☆ |
| 3828 | Ashmore Investment Advisors Limited CRD 170303 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 28 | 28 | 152 | 05/13/2026 | ☆ |
| 3829 | Parabellum Capital Llc CRD 269874 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 12 | 15 | 18 | 05/13/2026 | ☆ |
| 3830 | Penn Capital Management Company, Llc CRD 105081 | Philadelphia, PA | Investment Adviser · Mid-sized ($1B–$10B) | $1.9B | 631 | 602 | 16 | 03/27/2026 | ☆ |
| 3831 | Rvw Wealth Llc CRD 140451 | Los Angeles, CA | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.9B | 1,378 | 2,840 | 11 | 07/21/2026 | ☆ |
| 3832 | Rose Grove Capital Management, Llc CRD 156572 | Wellesley, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 9 | 9 | 15 | 03/10/2026 | ☆ |
| 3833 | Lument Investment Management, Llc CRD 306487 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 1 | 2 | 447 | 06/29/2026 | ☆ |
| 3834 | Diversified Portfolios Inc CRD 108942 | Bloomfield Hills, MI | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 665 | 2,514 | 19 | 03/26/2026 | ☆ |
| 3835 | Cfo4 Life Group, Llc CRD 287600 | Coppell, TX | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 1,015 | 3,279 | 22 | 06/16/2026 | ☆ |
| 3836 | Fs Specialty Lending Advisor, Llc CRD 293054 | Philadelphia, PA | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.9B | 1 | 1 | 177 | 06/10/2026 | ☆ |
| 3837 | Entrepreneurial Equity Partners, L.P. CRD 300436 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 8 | 8 | 19 | 03/31/2026 | ☆ |
| 3838 | Nexpoint Real Estate Advisors Vii, L.P. CRD 305956 | Dallas, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 2 | 2 | 2 | 03/31/2026 | ☆ |
| 3839 | Hein Park Capital Management Lp CRD 305550 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 4 | 4 | 16 | 03/26/2026 | ☆ |
| 3840 | Rebalance Llc CRD 158242 | Palo Alto, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 656 | 1,727 | 18 | 07/30/2026 | ☆ |
| 3841 | Fourthought Financial Partners, Llc. CRD 323060 | Venice, FL | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 1,002 | 4,199 | 20 | 04/02/2026 | ☆ |
| 3842 | Meyers Wealth Management, Llc CRD 289801 | Columbus, OH | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 860 | 860 | 10 | 05/06/2026 | ☆ |
| 3843 | Landaas & Company, Llc CRD 47487 | Milwaukee, WI | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.9B | 1,804 | 4,098 | 27 | 03/30/2026 | ☆ |
| 3844 | First Pacific Financial, Inc. CRD 284736 | Vancouver, WA | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 1,312 | 4,448 | 33 | 05/12/2026 | ☆ |
| 3845 | Ami Asset Management Corp CRD 110291 | Los Angeles, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 1,221 | 1,221 | 13 | 07/23/2026 | ☆ |
| 3846 | Conservest Capital Advisors Inc CRD 111353 | Wynnewood, PA | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 303 | 303 | 7 | 03/26/2026 | ☆ |
| 3847 | Tspi, Lp CRD 291090 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.9B | 4 | 4 | 34 | 05/29/2026 | ☆ |
| 3848 | Rossmore Private Capital, Llc CRD 288453 | Glastonbury, CT | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 275 | 909 | 10 | 03/19/2026 | ☆ |
| 3849 | Magnetar Asset Management Llc CRD 285287 | Evanston, IL | Investment Adviser · Mid-sized ($1B–$10B) | $1.9B | 1 | 5 | 167 | 03/31/2026 | ☆ |
| 3850 | Private Wealth Partners, Llc CRD 133802 | Mill Valley, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.9B | 258 | 601 | 9 | 03/27/2026 | ☆ |