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 |
|---|---|---|---|---|---|---|---|---|---|
| 4801 | Mount Lucas Management Lp CRD 108255 | Newtown, PA | Investment Adviser · Mid-sized ($1B–$10B) | $1.3B | 10 | 12 | 15 | 06/10/2026 | ☆ |
| 4802 | Madison Wealth Partners, Inc. CRD 305824 | Madison, WI | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 2,077 | 6,213 | 17 | 09/17/2026 | ☆ |
| 4803 | Prudent Investor Advisors, Llc CRD 121922 | Folsom, CA | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $1.3B | 230 | 238 | 4 | 03/26/2026 | ☆ |
| 4804 | Swan Capital Management, Llc CRD 164280 | Durango, CO | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.3B | 8 | 8 | 5 | 03/03/2026 | ☆ |
| 4805 | Paladin Capital Management, Llc CRD 122679 | Washington, DC | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 26 | 26 | 24 | 06/10/2026 | ☆ |
| 4806 | Db Advisory America, Limited(ltd) CRD 313938 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $1.3B | 3 | 3 | 2 | 01/29/2026 | ☆ |
| 4807 | Snowwater Investment Partners, Llc CRD 311790 | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 55 | 185 | 3 | 03/27/2026 | ☆ | |
| 4808 | Caligan Partners, Lp CRD 289887 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 8 | 8 | 5 | 05/29/2026 | ☆ |
| 4809 | Synergy Asset Management, Llc CRD 117201 | Vancouver, WA | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 1,198 | 5,353 | 14 | 03/17/2026 | ☆ |
| 4810 | Beacon Capital Partners, Llc CRD 158137 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 13 | 13 | 101 | 03/31/2026 | ☆ |
| 4811 | Prescott Group Capital Management L.L.C. CRD 115220 | Tulsa, OK | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 5 | 5 | 6 | 03/27/2026 | ☆ |
| 4812 | Skerryvore Asset Management Ltd CRD 330060 | Edinburgh | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 10 | 10 | 17 | 05/29/2026 | ☆ |
| 4813 | Sagewind Capital Llc CRD 288855 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 12 | 12 | 13 | 03/31/2026 | ☆ |
| 4814 | Ballew Advisors Inc CRD 110522 | Jackson, MS | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $1.3B | 971 | 1,815 | 11 | 03/03/2026 | ☆ |
| 4815 | Crystal Capital Partners, Llc CRD 146010 | Bay Harbor Islands, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 6 | 615 | 23 | 03/31/2026 | ☆ |
| 4816 | Baldwin Investment Management, Llc CRD 108922 | West Conshohocken, PA | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 284 | 707 | 14 | 03/16/2026 | ☆ |
| 4817 | Advantage Capital Investment Adviser, Llc CRD 171365 | New Orleans, LA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 16 | 16 | 230 | 05/14/2026 | ☆ |
| 4818 | Pinnacle Investments, Llc CRD 142910 | East Syracuse, NY | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.3B | 3,143 | 3,143 | 60 | 07/16/2026 | ☆ |
| 4819 | Sio Capital Management, Llc CRD 165989 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 6 | 6 | 13 | 03/18/2026 | ☆ |
| 4820 | Biondo Investment Advisors Llc CRD 130105 | Milford, PA | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 1,138 | 2,493 | 17 | 03/27/2026 | ☆ |
| 4821 | Woodstock Corporation CRD 110662 | Boston, MA | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 238 | 577 | 10 | 06/29/2026 | ☆ |
| 4822 | Meristead Wealth, Llc CRD 282103 | Westlake, TX | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 996 | 3,714 | 34 | 09/09/2026 | ☆ |
| 4823 | Bluestem Asset Management, Llc CRD 158330 | Charlottesville, VA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 1 | 1 | 4 | 05/18/2026 | ☆ |
| 4824 | Triangle Securities Wealth Management, Inc CRD 148156 | Raleigh, NC | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 525 | 1,170 | 14 | 02/26/2026 | ☆ |
| 4825 | Bip Capital, Llc CRD 292983 | Atlanta, GA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 62 | 62 | 50 | 03/25/2026 | ☆ |
| 4826 | Zentific Investment Management Limited CRD 174321 | Hong Kong | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 6 | 6 | 13 | 04/02/2026 | ☆ |
| 4827 | Arbor Investment Advisors, Llc CRD 111077 | Winston Salem, NC | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 478 | 1,457 | 8 | 09/03/2026 | ☆ |
| 4828 | Silicon Valley Capital Partners, L.P. CRD 125114 | San Jose, CA | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 518 | 1,627 | 8 | 03/20/2026 | ☆ |
| 4829 | Academy Asset Management, Llc CRD 319774 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $1.3B | 10 | 14 | 13 | 02/10/2026 | ☆ |
| 4830 | Wahed Invest Llc CRD 242793 | New York, NY | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $1.3B | 30,683 | 30,683 | 9 | 06/15/2026 | ☆ |
| 4831 | Rizvi Traverse Management, Llc CRD 160733 | West Palm Beach, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 38 | 38 | 9 | 03/30/2026 | ☆ |
| 4832 | Truehelm, Llc CRD 165448 | Bloomington, MN | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 19 | 19 | 18 | 08/03/2026 | ☆ |
| 4833 | Nishkama Capital Llc CRD 170322 | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 11 | 14 | 8 | 03/25/2026 | ☆ | |
| 4834 | Canal Capital Management, Llc CRD 164971 | Richmond, VA | Insurance-Affiliated · Mid-sized ($1B–$10B) | $1.3B | 417 | 1,988 | 6 | 08/04/2026 | ☆ |
| 4835 | Piper Sandler & Co. CRD 665 | Minneapolis, MN | Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) | $1.3B | 20 | 1 | 1,402 | 03/23/2026 | ☆ |
| 4836 | Ibex Wealth Advisors, Llc CRD 168674 | West Palm Beach, FL | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 892 | 892 | 10 | 09/14/2026 | ☆ |
| 4837 | Lord Abbett Private Credit Advisor Llc CRD 332701 | Jersey City, NJ | Investment Adviser · Mid-sized ($1B–$10B) | $1.3B | 3 | 3 | 821 | 12/24/2025 | ☆ |
| 4838 | Obsidian Cio Llc CRD 289000 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $1.3B | 7 | 7 | 6 | 06/09/2026 | ☆ |
| 4839 | New Legacy Group, Llc CRD 160969 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 38 | 38 | 17 | 06/30/2026 | ☆ |
| 4840 | Trigate Management Llc CRD 158083 | Dallas, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 10 | 10 | 20 | 02/25/2026 | ☆ |
| 4841 | Redefine Ventures Llc CRD 323691 | Boulder, CO | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 33 | 33 | 2 | 06/29/2026 | ☆ |
| 4842 | N CRD 145250 | Investment Adviser · Mid-sized ($1B–$10B) | $1.3B | 30 | 64 | 10 | 03/17/2025 | ☆ | |
| 4843 | Symphony Financial Partners (Singapore) Pte. Ltd. CRD 170667 | Singapore | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 6 | 9 | 17 | 03/30/2026 | ☆ |
| 4844 | Bigsur Wealth Management, Llc CRD 146511 | Miami, FL | Multi-Family Office · Mid-sized ($1B–$10B) | $1.3B | 80 | 226 | 16 | 03/23/2026 | ☆ |
| 4845 | Private Capital Advisors, Inc. CRD 125771 | Darien, CT | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 270 | 270 | 6 | 03/30/2026 | ☆ |
| 4846 | Connors Investor Services Inc CRD 106993 | Wyomissing, PA | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 662 | 662 | 10 | 09/09/2026 | ☆ |
| 4847 | Framework Ventures Management Llc CRD 314038 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $1.3B | 9 | 9 | 14 | 03/27/2026 | ☆ |
| 4848 | Newport Capital Group, Llc CRD 144442 | Red Bank, NJ | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $1.3B | 252 | 414 | 18 | 03/20/2026 | ☆ |
| 4849 | American Financial Advisors Inc CRD 108530 | Winter Park, FL | Wealth Manager · Mid-sized ($1B–$10B) | $1.3B | 799 | 1,765 | 8 | 02/10/2026 | ☆ |
| 4850 | Mcdonald Partners Llc CRD 135414 | Cleveland, OH | Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) | $1.3B | 1,170 | 1,765 | 29 | 06/03/2026 | ☆ |