Firm directory
Explore reported business facts. Find the firms that matter to you.
Activity filters use reported Form ADV answers, not verified broker-dealer registration. Business-model filters include reviewed matches only; unclassified firms are excluded. Single-family offices may be absent from this adviser directory.
17,301 eligible published firm profiles. Latest available source month per firm: September 2026: 17,149; August 2026: 76; July 2026: 76. Each firm is counted once; older-only observations retain their source month. This is coverage of selected SEC extracts, not every U.S. adviser or proof of current registration.
5 of 17,301 eligible profiles have a reviewed business-model label. Unclassified firms are excluded from model filters; a missing label is unknown, not a negative finding.
17,301 firms found
Latest available source month per firm| FirmFirm | Reported regulatory AUMReported regulatory AUM | Reported employeesReported employees | Source monthSource month | Compare |
|---|---|---|---|---|
"THE PILOT'S ADVISOR," LLCCRD 160241 | Not evaluable | 1 | September 2026 | |
&PARTNERSCRD 3767 | $30,268,689,798.00 | 703 | September 2026 | |
021 INVESTMENTS LLCCRD 328334 | $205,000,000.00 | 5 | September 2026 | |
1 MAIN CAPITAL MANAGEMENT, LLCCRD 328626 | $80,523,279.00 | 2 | September 2026 | |
1 NORTH WEALTH SERVICES, LLCCRD 115948 | $320,430,085.00 | 6 | September 2026 | |
1 SEED PARTNERS LLCCRD 329288 | $703,531,326.00 | 13 | September 2026 | |
10 EAST PARTNERS LLCCRD 322360 | $602,651,373.00 | 21 | September 2026 | |
1015 CAPITAL PARTNERS, LLCCRD 328453 | $150,386,176.00 | 2 | September 2026 | |
103 ADVISORY GROUP LLCCRD 314694 | $257,249,739.00 | 3 | September 2026 | |
10ELMS LLPCRD 323398 | $120,572,068.00 | 5 | September 2026 |