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 |
|---|---|---|---|---|---|---|---|---|---|
| 3951 | Clarity Financial, Llc CRD 150661 | Houston, TX | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 1,367 | 3,969 | 17 | 07/16/2026 | ☆ |
| 3952 | Snowhawk Lp CRD 325176 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 11 | 11 | 10 | 06/12/2026 | ☆ |
| 3953 | Kanawha Capital Management, Llc CRD 118458 | Richmond, VA | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 572 | 1,484 | 11 | 09/04/2026 | ☆ |
| 3954 | Palisades Hudson Asset Management, L.P. CRD 109134 | Fort Lauderdale, FL | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 151 | 171 | 14 | 03/18/2026 | ☆ |
| 3955 | N CRD 104677 | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 748 | 2,088 | 42 | 03/20/2025 | ☆ | |
| 3956 | Lightbay Management Llc CRD 288432 | Los Angeles, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 6 | 6 | 29 | 03/31/2026 | ☆ |
| 3957 | Rockbridge Investment Management, Llc CRD 115754 | Syracuse, NY | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 1,587 | 4,133 | 18 | 07/14/2026 | ☆ |
| 3958 | Azzad Asset Management, Inc. CRD 111291 | Falls Church, VA | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 1,543 | 18,098 | 18 | 01/30/2026 | ☆ |
| 3959 | Silver Oak Services Partners,Llc CRD 160904 | Evanston, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 8 | 8 | 25 | 09/11/2026 | ☆ |
| 3960 | Impactive Capital Lp CRD 299445 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 5 | 5 | 11 | 03/26/2026 | ☆ |
| 3961 | Coalesce Capital Management Llc CRD 324179 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 10 | 10 | 23 | 03/30/2026 | ☆ |
| 3962 | Old Orchard Capital Management Lp CRD 170641 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 5 | 9 | 19 | 03/30/2026 | ☆ |
| 3963 | Independence Square Holdings, Llc CRD 300139 | King Of Prussia, PA | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.8B | 2,648 | 2,648 | 37 | 03/06/2026 | ☆ |
| 3964 | A&M Private Wealth Partners, Llc CRD 331478 | West Palm Beach, FL | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 43 | 250 | 28 | 03/24/2026 | ☆ |
| 3965 | The Molpus Woodlands Group, Llc CRD 114575 | Ridgeland, MS | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 9 | 9 | 112 | 07/28/2026 | ☆ |
| 3966 | Aristotle Capital Boston, Llc CRD 173198 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 94 | 95 | 9 | 03/20/2026 | ☆ |
| 3967 | Cloverlay Investment Management, Llc CRD 277170 | Conshohocken, PA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 13 | 13 | 18 | 08/28/2026 | ☆ |
| 3968 | White Oak Partners Investment Advisor, Llc CRD 157766 | Westerville, OH | Investment Adviser · Mid-sized ($1B–$10B) | $1.8B | 9 | 8 | 8 | 09/08/2026 | ☆ |
| 3969 | D2 Asset Management, Lp CRD 331542 | Dallas, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 4 | 4 | 34 | 05/01/2026 | ☆ |
| 3970 | Helix Partners Management Lp CRD 325120 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 2 | 2 | 14 | 03/26/2026 | ☆ |
| 3971 | Berman Mcaleer, Llc CRD 332906 | Timonium, MD | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.8B | 649 | 2,467 | 29 | 03/03/2026 | ☆ |
| 3972 | Cacti Asset Management, Llc CRD 156131 | Investment Adviser · Mid-sized ($1B–$10B) | $1.8B | 43 | 63 | 1 | 01/17/2026 | ☆ | |
| 3973 | Heitman Real Estate Securities Llc CRD 107134 | Chicago, IL | Investment Adviser · Mid-sized ($1B–$10B) | $1.8B | 23 | 27 | 141 | 03/27/2026 | ☆ |
| 3974 | Gordian Capital Japan Limited CRD 309108 | Tokyo | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 7 | 11 | 23 | 03/30/2026 | ☆ |
| 3975 | Ridgewood Infrastructure, Llc CRD 291736 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 9 | 9 | 17 | 03/30/2026 | ☆ |
| 3976 | Parafi Capital Lp CRD 294670 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 15 | 15 | 21 | 09/18/2026 | ☆ |
| 3977 | Strategic Investment Advisors, Llc CRD 151501 | Novi, MI | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 2,066 | 11,760 | 16 | 06/19/2026 | ☆ |
| 3978 | View Capital Ria, Lp CRD 130678 | Dallas, TX | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.8B | 141 | 141 | 18 | 03/30/2026 | ☆ |
| 3979 | Cion Investment Management, Llc CRD 160386 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $1.8B | 1 | 1 | 27 | 03/27/2026 | ☆ |
| 3980 | Crescent Cap Advisors, Llc CRD 175430 | Los Angeles, CA | Investment Adviser · Mid-sized ($1B–$10B) | $1.8B | 1 | 1 | 0 | 03/30/2026 | ☆ |
| 3981 | Nova Infrastructure Management, Llc CRD 304510 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 10 | 10 | 19 | 03/30/2026 | ☆ |
| 3982 | Financial Synergies Wealth Advisors, Inc. CRD 105643 | Houston, TX | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 928 | 928 | 21 | 06/24/2026 | ☆ |
| 3983 | Argentic Investment Management Llc CRD 289502 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 9 | 3 | 70 | 03/30/2026 | ☆ |
| 3984 | Baillie Gifford International Llc CRD 305849 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 7 | 9 | 21 | 06/29/2026 | ☆ |
| 3985 | Versant Capital Management, Inc. CRD 131692 | Phoenix, AZ | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 521 | 1,678 | 26 | 03/31/2026 | ☆ |
| 3986 | One Way Holdings Llc CRD 315934 | Flower Mound, TX | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 1,082 | 4,052 | 38 | 03/18/2026 | ☆ |
| 3987 | O2 Investment Partners, L.P. CRD 291435 | Bloomfield Hills, MI | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 13 | 13 | 30 | 04/29/2026 | ☆ |
| 3988 | Kainos Capital Lp CRD 165607 | Dallas, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 10 | 11 | 25 | 04/09/2026 | ☆ |
| 3989 | Select Money Management, Inc. CRD 153256 | Los Angeles, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 1,031 | 2,627 | 8 | 08/17/2026 | ☆ |
| 3990 | Core Industrial Partners, Llc CRD 293334 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 8 | 8 | 40 | 03/23/2026 | ☆ |
| 3991 | Sloy, Dahl & Holst, Llc CRD 110102 | Vancouver, WA | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $1.8B | 526 | 1,086 | 6 | 05/06/2026 | ☆ |
| 3992 | Young Richard C & Co Ltd CRD 105866 | Newport, RI | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 813 | 2,042 | 14 | 03/25/2026 | ☆ |
| 3993 | Needham Investment Management, Llc CRD 106783 | New York, NY | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.8B | 5 | 5 | 11 | 03/30/2026 | ☆ |
| 3994 | Lgt Wealth Management Us Limited CRD 164190 | London | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 1,334 | 2,018 | 25 | 03/25/2026 | ☆ |
| 3995 | Summit Financial Wealth Advisors, Llc CRD 171278 | Lafayette, LA | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 1,265 | 3,011 | 22 | 07/29/2026 | ☆ |
| 3996 | L.J. Altfest & Co., Inc. CRD 110130 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $1.8B | 695 | 3,139 | 42 | 03/04/2026 | ☆ |
| 3997 | U.S. Bancorp Advisors, Llc CRD 14455 | Saint Paul, MN | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.8B | 3,343 | 3,992 | 379 | 07/31/2026 | ☆ |
| 3998 | Tensile Capital Management Lp CRD 164161 | Larkspur, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.8B | 6 | 6 | 11 | 07/31/2026 | ☆ |
| 3999 | Safford Nicholas H & Co Inc CRD 104740 | Rockport, MA | Multi-Family Office · Mid-sized ($1B–$10B) | $1.8B | 155 | 155 | 8 | 03/30/2026 | ☆ |
| 4000 | Hoisington Investment Management Co CRD 107710 | Austin, TX | Investment Adviser · Mid-sized ($1B–$10B) | $1.8B | 8 | 14 | 9 | 03/25/2026 | ☆ |