Investment advisers
44,512 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 |
|---|---|---|---|---|---|---|---|---|---|
| 4601 | St. Denis J. Villere & Co., Llc CRD 105159 | New Orleans, LA | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 381 | 498 | 5 | 05/27/2026 | ☆ |
| 4602 | Matrix Asset Advisors Inc CRD 107408 | White Plains, NY | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 650 | 650 | 12 | 03/24/2026 | ☆ |
| 4603 | Equity International Management, Llc CRD 156961 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 13 | 21 | 13 | 03/30/2026 | ☆ |
| 4604 | Trustmont Advisory Group, Inc. CRD 106015 | Greensburg, PA | Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) | $1.4B | 4,322 | 6,348 | 61 | 03/30/2026 | ☆ |
| 4605 | Kudu Investment Holdings, Llc CRD 174350 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 1 | 1 | 18 | 05/18/2026 | ☆ |
| 4606 | Marietta Wealth Management, Llc CRD 281782 | Marietta, GA | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 474 | 1,545 | 12 | 03/25/2026 | ☆ |
| 4607 | Inspirion Wealth Advisors, Llc CRD 165174 | Libertyville, IL | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.4B | 955 | 2,687 | 12 | 03/27/2026 | ☆ |
| 4608 | Ironview Capital Management, Llc CRD 150250 | Conshohocken, PA | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 445 | 445 | 12 | 03/31/2026 | ☆ |
| 4609 | Esm Management Llc CRD 150142 | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.4B | 5 | 5 | 4 | 03/19/2026 | ☆ | |
| 4610 | Syntegra Private Wealth Group Llc CRD 323180 | Chesterfield, MO | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 2,125 | 2,125 | 20 | 07/21/2026 | ☆ |
| 4611 | Paradice Investment Management Llc CRD 164411 | Sydney | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $1.4B | 8 | 8 | 5 | 12/04/2025 | ☆ |
| 4612 | N CRD 122337 | Investment Adviser · Mid-sized ($1B–$10B) | $1.4B | 19 | 19 | 73 | 02/27/2025 | ☆ | |
| 4613 | N CRD 104618 | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 1,240 | 4,180 | 33 | 03/28/2025 | ☆ | |
| 4614 | Cc Management Gp, Llc CRD 168693 | Charlotte, NC | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 26 | 26 | 17 | 03/31/2026 | ☆ |
| 4615 | Corrum Capital Management Llc CRD 338387 | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 26 | 26 | 17 | 07/31/2026 | ☆ | |
| 4616 | N CRD 282448 | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 2,362 | 4,390 | 77 | 03/27/2025 | ☆ | |
| 4617 | Hazlett, Burt & Watson, Inc. CRD 396 | Wheeling, WV | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.4B | 2,399 | 2,399 | 20 | 03/25/2026 | ☆ |
| 4618 | Golden Bell Partners, Llc CRD 172580 | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 7 | 7 | 2 | 04/24/2026 | ☆ | |
| 4619 | Denali Advisors, Llc CRD 110242 | San Diego, CA | Investment Adviser · Mid-sized ($1B–$10B) | $1.4B | 291 | 291 | 14 | 03/27/2026 | ☆ |
| 4620 | Fsm Wealth Advisors, Llc CRD 298904 | Cleveland, OH | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 879 | 879 | 27 | 03/30/2026 | ☆ |
| 4621 | Town Lane Management Lp CRD 328404 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 3 | 3 | 15 | 03/31/2026 | ☆ |
| 4622 | Millennium Investment And Retirement Advisors, Llc CRD 117868 | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $1.4B | 523 | 523 | 6 | 06/08/2026 | ☆ | |
| 4623 | Strategic Wealth Investment Group, Llc CRD 165474 | Louisville, KY | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 3,900 | 8,606 | 88 | 03/23/2026 | ☆ |
| 4624 | The Pinnacle Financial Group CRD 164395 | Rockville Centre, NY | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 3,208 | 3,729 | 54 | 03/30/2026 | ☆ |
| 4625 | Private Client Services, Llc CRD 120222 | Louisville, KY | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.4B | 8,765 | 8,765 | 60 | 03/14/2026 | ☆ |
| 4626 | B.O.S.S. Retirement Advisors, Llc CRD 171143 | Lehi, UT | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 5,013 | 11,452 | 87 | 07/07/2026 | ☆ |
| 4627 | Recurrent Investment Advisors Llc CRD 288694 | Houston, TX | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.4B | 16 | 21 | 6 | 03/04/2026 | ☆ |
| 4628 | Level Four Capital Management CRD 304792 | Dallas, TX | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 3,533 | 3,533 | 9 | 07/20/2026 | ☆ |
| 4629 | Cascade Financial Partners, Llc CRD 326620 | San Diego, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 283 | 1,093 | 9 | 03/27/2026 | ☆ |
| 4630 | Shepherd Financial Partners, Llc CRD 169093 | Winchester, MA | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 767 | 1,941 | 24 | 03/27/2026 | ☆ |
| 4631 | Lykos Global Management, Lp CRD 329441 | Stamford, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 9 | 9 | 11 | 06/12/2026 | ☆ |
| 4632 | Pandi, Llc CRD 330112 | Kansas City, MO | Endowment & Foundation Advisor · Mid-sized ($1B–$10B) | $1.4B | 17 | 115 | 20 | 03/26/2026 | ☆ |
| 4633 | Sg Capital Management Llc CRD 134471 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 23 | 25 | 10 | 03/12/2026 | ☆ |
| 4634 | Ubs Trust Company Of Puerto Rico CRD 313696 | San Juan, PR | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.4B | 19 | 19 | 6 | 03/30/2026 | ☆ |
| 4635 | Meow Advisory, Llc CRD 321099 | Investment Adviser · Mid-sized ($1B–$10B) | $1.4B | 604 | 604 | 2 | 02/24/2026 | ☆ | |
| 4636 | Enhanced Healthcare Management Company, Llc CRD 157622 | Santa Monica, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 13 | 13 | 18 | 03/09/2026 | ☆ |
| 4637 | Fidelis Investors, Llc CRD 306920 | Cranford, NJ | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 7 | 7 | 17 | 06/18/2026 | ☆ |
| 4638 | Lynx Asset Management Ab CRD 285234 | Stockholm | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 18 | 20 | 107 | 03/26/2026 | ☆ |
| 4639 | Cohesive Capital Management, L.P. CRD 160274 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 11 | 11 | 8 | 03/25/2026 | ☆ |
| 4640 | Turning Rock Partners, L.P. CRD 287608 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 11 | 11 | 21 | 03/30/2026 | ☆ |
| 4641 | Neumeier Poma Investment Counsel Llc CRD 110672 | Carmel, CA | Investment Adviser · Mid-sized ($1B–$10B) | $1.4B | 74 | 109 | 11 | 05/20/2026 | ☆ |
| 4642 | Granville Capital, Inc. CRD 126679 | Greensboro, NC | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 39 | 106 | 9 | 03/27/2026 | ☆ |
| 4643 | Lji Wealth Management, Llc CRD 145399 | Indianapolis, IN | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.4B | 1,573 | 3,574 | 13 | 03/30/2026 | ☆ |
| 4644 | Briarwood Chase Management Llc CRD 170245 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 6 | 6 | 15 | 04/27/2026 | ☆ |
| 4645 | Agamerica Lending Llc CRD 164866 | Lakeland, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 3 | 3 | 62 | 03/31/2026 | ☆ |
| 4646 | Morgan Properties Special Situations Ii Llc CRD 300795 | Conshohocken, PA | Investment Adviser · Mid-sized ($1B–$10B) | $1.4B | 10 | 10 | 20 | 03/30/2026 | ☆ |
| 4647 | The Planning Center, Inc. CRD 118994 | Moline, IL | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 912 | 3,032 | 28 | 03/17/2026 | ☆ |
| 4648 | Affiance Financial Llc CRD 113200 | St. Louis Park, MN | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 1,183 | 4,165 | 25 | 06/10/2026 | ☆ |
| 4649 | Arcadia Investment Partners Llc CRD 161426 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.4B | 107 | 107 | 8 | 03/03/2026 | ☆ |
| 4650 | J. L. Bainbridge & Co., Inc. CRD 108058 | Sarasota, FL | Wealth Manager · Mid-sized ($1B–$10B) | $1.4B | 839 | 2,070 | 11 | 07/09/2026 | ☆ |