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Browse the directory

36,215 firm profiles, organized by firm type, state, city, and AUM range. Every profile carries regulatory AUM, team counts, and registration history sourced from public filings and FINTRX research.

New York RIAs

SEC- and state-registered investment advisory firms, with AUM, team composition, asset allocation, and registration data sourced from Form ADV filings and FINTRX research.

Adalta Capital Management LLC
New York City

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Meyer Handelman Company LLC
New York City

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The GenWealth Group
New York City

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Summit Financial Advisors, LLC
New York City

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Kilter Group
New York City

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Secfi Advisory Limited
New York City

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San Francisco RIAs

SEC- and state-registered investment advisory firms, with AUM, team composition, asset allocation, and registration data sourced from Form ADV filings and FINTRX research.

Van Strum & Towne, Inc.
San Francisco

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Insight Wealth Strategies, LLC
San Francisco

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Twin Peaks Wealth Advisors, LLC
San Francisco

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Flywheel Private Wealth, LLC
San Francisco

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Longview Financial Advisors, LLC
San Francisco

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Ebert Capital Management, Corporation
San Francisco

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