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 |
|---|---|---|---|---|---|---|---|---|---|
| 4751 | American Pacific Group, L.P. CRD 306218 | Larkspur, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 4 | 4 | 23 | 03/23/2026 | ☆ |
| 4752 | Industrial Opportunity Partners, Llc CRD 156994 | Evanston, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 3 | 3 | 20 | 03/16/2026 | ☆ |
| 4753 | Centennial Securities Company Inc CRD 7763 | Grand Rapids, MI | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.3B | 2,520 | 3,962 | 45 | 04/30/2026 | ☆ |
| 4754 | Aip Management Lp CRD 322494 | Houston, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 9 | 9 | 12 | 03/31/2026 | ☆ |
| 4755 | Inspire Advisors, Llc CRD 300279 | Meridian, ID | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 3,536 | 8,330 | 63 | 06/08/2026 | ☆ |
| 4756 | Geometric Wealth Advisors, Llc CRD 171670 | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 256 | 2,081 | 32 | 09/01/2026 | ☆ | |
| 4757 | Granite State Capital Management, Lp CRD 284888 | Greenwich, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 10 | 10 | 7 | 03/31/2026 | ☆ |
| 4758 | Wendell David Associates Inc CRD 106664 | Portsmouth, NH | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 459 | 465 | 5 | 03/19/2026 | ☆ |
| 4759 | Evermay Wealth Management, Llc CRD 149230 | Arlington, VA | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 567 | 1,957 | 24 | 08/11/2026 | ☆ |
| 4760 | Fiduciary Financial Advisors CRD 172103 | Grand Rapids, MI | Trust Company · Mid-sized ($1B–$10B) | $1.3B | 2,183 | 8,246 | 50 | 04/14/2026 | ☆ |
| 4761 | Cws Financial Advisors Llc CRD 297000 | Kalamazoo, MI | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 807 | 2,156 | 12 | 07/24/2026 | ☆ |
| 4762 | Chatterton & Associates, The Wealth Management Team, Inc. CRD 132295 | Anaheim, CA | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.3B | 1,542 | 2,908 | 31 | 03/20/2026 | ☆ |
| 4763 | Callahan Advisors, Llc CRD 114058 | Houston, TX | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 447 | 1,357 | 11 | 03/30/2026 | ☆ |
| 4764 | Old Peak Limited CRD 284472 | Wanchai | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 8 | 8 | 10 | 04/30/2026 | ☆ |
| 4765 | Chadds Ford Wealth Partners, Llc CRD 304159 | Chadds Ford, PA | Multi-Family Office · Mid-sized ($1B–$10B) | $1.3B | 66 | 176 | 3 | 03/30/2026 | ☆ |
| 4766 | Ggp Management, L.P. CRD 310340 | Santa Monica, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 13 | 13 | 23 | 05/04/2026 | ☆ |
| 4767 | Core Management Ii Corporation CRD 162579 | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 9 | 14 | 4 | 03/27/2026 | ☆ | |
| 4768 | Coury Firm Asset Management Llc CRD 289145 | Pittsburgh, PA | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 252 | 1,031 | 23 | 03/31/2026 | ☆ |
| 4769 | Newlight Partners Lp CRD 296190 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 2 | 2 | 19 | 05/19/2026 | ☆ |
| 4770 | Clark Asset Management, Llc CRD 284480 | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 275 | 1,686 | 9 | 04/22/2026 | ☆ | |
| 4771 | Second Line Capital, Llc CRD 324386 | Metairie, LA | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.3B | 1,196 | 1,199 | 28 | 07/16/2026 | ☆ |
| 4772 | U.S. Global Investors, Inc. CRD 111097 | San Antonio, TX | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.3B | 11 | 11 | 22 | 02/19/2026 | ☆ |
| 4773 | Chilton Investment Company, Inc. CRD 120107 | Stamford, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 9 | 15 | 29 | 04/08/2026 | ☆ |
| 4774 | Iron Gate Global Advisors, Llc CRD 111177 | North Salt Lake, UT | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.3B | 1,792 | 3,169 | 7 | 03/31/2026 | ☆ |
| 4775 | Rhame & Gorrell Wealth Management, Llc CRD 283027 | The Woodlands, TX | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 837 | 2,822 | 31 | 07/17/2026 | ☆ |
| 4776 | Steigerwald, Gordon & Koch Inc. CRD 111685 | Leesburg, VA | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 709 | 730 | 15 | 07/08/2026 | ☆ |
| 4777 | Allie Family Office Llc CRD 307144 | Miami, FL | Multi-Family Office · Mid-sized ($1B–$10B) | $1.3B | 51 | 51 | 11 | 03/25/2026 | ☆ |
| 4778 | North Castle Partners, Llc CRD 158213 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 11 | 11 | 13 | 04/16/2026 | ☆ |
| 4779 | Live Oak Private Wealth, Llc CRD 297904 | Wilmington, NC | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 494 | 1,157 | 12 | 04/29/2026 | ☆ |
| 4780 | Marble Harbor Investment Counsel, Llc CRD 138538 | Boston, MA | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 213 | 543 | 10 | 03/25/2026 | ☆ |
| 4781 | River Partners Capital Management, Lp CRD 172496 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 227 | 310 | 13 | 06/18/2026 | ☆ |
| 4782 | Wallington Asset Management, Llc CRD 143360 | Indianapolis, IN | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 337 | 930 | 17 | 09/23/2026 | ☆ |
| 4783 | Goldenx Company CRD 326730 | Woburn, MA | Investment Adviser · Mid-sized ($1B–$10B) | $1.3B | 9 | 285 | 11 | 03/28/2026 | ☆ |
| 4784 | Awm Investment Company Inc CRD 110346 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 8 | 8 | 14 | 03/31/2026 | ☆ |
| 4785 | New England Professional Planning Group Inc. CRD 108868 | Westerly, RI | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.3B | 1,292 | 2,395 | 16 | 03/26/2026 | ☆ |
| 4786 | Paragon Capital Management CRD 105147 | Denver, CO | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 188 | 984 | 6 | 03/24/2026 | ☆ |
| 4787 | Otro Capital Management, Llc CRD 327232 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 5 | 5 | 11 | 03/30/2026 | ☆ |
| 4788 | Savoie Capital Llc CRD 167497 | Chicago, IL | Multi-Family Office · Mid-sized ($1B–$10B) | $1.3B | 12 | 20 | 3 | 04/01/2026 | ☆ |
| 4789 | Chequers Financial Management Llc CRD 175209 | San Francisco, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 256 | 1,449 | 21 | 03/30/2026 | ☆ |
| 4790 | Capital Investment Services Of America Inc CRD 110639 | Milwaukee, WI | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 937 | 937 | 9 | 12/16/2025 | ☆ |
| 4791 | Valley National Advisers Inc CRD 110788 | Bethlehem, PA | Bank · Mid-sized ($1B–$10B) | $1.3B | 1,391 | 4,912 | 13 | 03/27/2026 | ☆ |
| 4792 | Virtue Capital Management, Llc CRD 167816 | Brentwood, TN | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 5,770 | 7,561 | 105 | 09/23/2026 | ☆ |
| 4793 | Barnes Pettey Financial Advisors, Llc CRD 142944 | Clarksdale, MS | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 3,303 | 3,303 | 13 | 08/20/2026 | ☆ |
| 4794 | Topsail Wealth Management Llc CRD 331098 | Charlotte, NC | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 210 | 729 | 5 | 09/18/2026 | ☆ |
| 4795 | Northampton Capital Partners Llc CRD 329072 | Miami, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 6 | 7 | 12 | 05/22/2026 | ☆ |
| 4796 | Ofs Clo Management Ii, Llc CRD 323411 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 6 | 6 | 47 | 03/31/2026 | ☆ |
| 4797 | Triplepoint Advisers Llc CRD 168948 | Menlo Park, CA | Investment Adviser · Mid-sized ($1B–$10B) | $1.3B | 3 | 3 | 72 | 08/10/2026 | ☆ |
| 4798 | Rcm Ga Manager Llc CRD 331637 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 2 | 2 | 71 | 08/27/2026 | ☆ |
| 4799 | Metacapital Management, L.P. CRD 138405 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 2 | 2 | 8 | 03/20/2026 | ☆ |
| 4800 | Beacon Retirement Planning Services Inc. CRD 110038 | Dallas, TX | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.3B | 1,052 | 2,152 | 18 | 03/13/2026 | ☆ |