Investment advisers
45,066 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 |
|---|---|---|---|---|---|---|---|---|---|
| 16651 | The Holland Group, Inc. CRD 135294 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $96.4M | 128 | 128 | 3 | 05/22/2026 | ☆ |
| 16652 | The Blakeley Group, Inc. CRD 150066 | Santa Clara, CA | Wealth Manager · Boutique (under $100M) | $96.4M | 107 | 316 | 4 | 03/09/2026 | ☆ |
| 16653 | Niles Asset Management, Inc. CRD 107603 | Wealth Manager · Boutique (under $100M) | $96.4M | 404 | 404 | 3 | 03/31/2026 | ☆ | |
| 16654 | Linden Rose Investment Llc CRD 282886 | Wealth Manager · Boutique (under $100M) | $96.4M | 96 | 96 | 2 | 01/22/2026 | ☆ | |
| 16655 | Bison Financial Group, Llc CRD 325190 | Creve Coeur, MO | Insurance-Affiliated · Boutique (under $100M) | $96.4M | 275 | 690 | 4 | 07/06/2026 | ☆ |
| 16656 | Avid Wealth Management Group, Llc CRD 125810 | Atlanta, GA | Insurance-Affiliated · Boutique (under $100M) | $96.4M | 86 | 122 | 2 | 03/24/2026 | ☆ |
| 16657 | P38 Enterprises, Inc. CRD 135325 | Wealth Manager · Boutique (under $100M) | $96.3M | 83 | 189 | 1 | 07/07/2026 | ☆ | |
| 16658 | James A Schmidt, Inc. CRD 142302 | Fargo, ND | Wealth Manager · Boutique (under $100M) | $96.3M | 68 | 175 | 4 | 02/17/2026 | ☆ |
| 16659 | Israel Investment Advisors, Llc CRD 153952 | Denver, CO | Private Fund Manager · Boutique (under $100M) | $96.3M | 5 | 8 | 4 | 03/23/2026 | ☆ |
| 16660 | Pacific Wealth Advisory Services Llc CRD 330888 | Danville, CA | Wealth Manager · Boutique (under $100M) | $96.3M | 223 | 532 | 2 | 02/19/2026 | ☆ |
| 16661 | Atis, Inc CRD 148274 | Highland, IN | Insurance-Affiliated · Boutique (under $100M) | $96.3M | 229 | 229 | 4 | 01/12/2026 | ☆ |
| 16662 | David B. Patston, Cpa, Cfa CRD 131673 | Denver, CO | Wealth Manager · Boutique (under $100M) | $96.3M | 51 | 118 | 1 | 03/09/2026 | ☆ |
| 16663 | Bowman Wealth Management, Llc CRD 340727 | Hershey, PA | Wealth Manager · Boutique (under $100M) | $96.3M | 293 | 293 | 2 | 08/12/2026 | ☆ |
| 16664 | Mrp Advisors, Llc CRD 340364 | Wealth Manager · Boutique (under $100M) | $96.1M | 80 | 262 | 1 | 08/14/2026 | ☆ | |
| 16665 | Lifeplan Financial Services, Lp CRD 156548 | Kingwood, TX | Wealth Manager · Boutique (under $100M) | $96.1M | 140 | 266 | 2 | 02/23/2026 | ☆ |
| 16666 | J.W. Advisors Inc. CRD 113883 | Phoenix, AZ | Wealth Manager · Boutique (under $100M) | $96.1M | 77 | 264 | 2 | 03/13/2026 | ☆ |
| 16667 | Envision Retirement Llc CRD 319587 | Tempe, AZ | Wealth Manager · Boutique (under $100M) | $96.1M | 166 | 462 | 3 | 03/24/2026 | ☆ |
| 16668 | Bloomfield Asset Management, Inc CRD 289027 | Wealth Manager · Boutique (under $100M) | $96.1M | 43 | 81 | 1 | 02/10/2026 | ☆ | |
| 16669 | Capital Design Private Wealth Llc CRD 300472 | Portsmouth, NH | Wealth Manager · Boutique (under $100M) | $96.0M | 264 | 480 | 2 | 03/06/2026 | ☆ |
| 16670 | Batchelder, Christian Curry CRD 133255 | Wealth Manager · Boutique (under $100M) | $96.0M | 30 | 110 | 1 | 03/18/2026 | ☆ | |
| 16671 | Financial Services Of Northeast Wisconsin Inc CRD 105422 | Wealth Manager · Boutique (under $100M) | $96.0M | 92 | 92 | 1 | 02/18/2026 | ☆ | |
| 16672 | Iti Financial Management, L.L.C. CRD 152658 | Springfield, MO | Wealth Manager · Boutique (under $100M) | $96.0M | 109 | 239 | 2 | 09/24/2026 | ☆ |
| 16673 | Meyers, David Seth CRD 148734 | Palo Alto, CA | Wealth Manager · Boutique (under $100M) | $96.0M | 40 | 160 | 1 | 03/27/2026 | ☆ |
| 16674 | Smart Choice Financial Planning, Inc. CRD 140207 | Wealth Manager · Boutique (under $100M) | $96.0M | 80 | 80 | 1 | 01/12/2026 | ☆ | |
| 16675 | Quinn Financial Planning, Llc CRD 150528 | Orland Park, IL | Wealth Manager · Boutique (under $100M) | $96.0M | 110 | 222 | 1 | 01/20/2026 | ☆ |
| 16676 | Eastward Capital Partners, Llc CRD 161422 | West Newton, MA | Private Fund Manager · Boutique (under $100M) | $96.0M | 8 | 8 | 12 | 03/31/2026 | ☆ |
| 16677 | Dancourt Management, Llc CRD 163698 | Wealth Manager · Boutique (under $100M) | $95.9M | 13 | 19 | 1 | 02/03/2026 | ☆ | |
| 16678 | Willis Financial Services, Inc. CRD 155501 | Insurance-Affiliated · Boutique (under $100M) | $95.9M | 99 | 330 | 1 | 03/02/2026 | ☆ | |
| 16679 | Crest Wealth Advisors Llc CRD 311760 | Annapolis, MD | Wealth Manager · Boutique (under $100M) | $95.8M | 75 | 280 | 2 | 02/24/2026 | ☆ |
| 16680 | Kris Lewicki & Associates, Llc CRD 156536 | Coral Springs, FL | Wealth Manager · Boutique (under $100M) | $95.8M | 58 | 225 | 3 | 05/21/2026 | ☆ |
| 16681 | Axiom Value Wealth Management Llc CRD 334047 | Rockville, MD | Wealth Manager · Boutique (under $100M) | $95.8M | 351 | 351 | 10 | 03/27/2026 | ☆ |
| 16682 | Circle City Wealth Management Llc CRD 291604 | Carmel, IN | Wealth Manager · Boutique (under $100M) | $95.7M | 104 | 263 | 1 | 03/05/2026 | ☆ |
| 16683 | Heller Private Wealth Llc CRD 324272 | Fort Lauderdale, FL | Wealth Manager · Boutique (under $100M) | $95.7M | 42 | 184 | 3 | 05/07/2026 | ☆ |
| 16684 | Nexpoint Insurance Solutions, L.P. CRD 301997 | Dallas, TX | Private Fund Manager · Boutique (under $100M) | $95.7M | 6 | 6 | 4 | 06/30/2026 | ☆ |
| 16685 | Buckeye Financial Solutions, Inc. CRD 130404 | Canton, OH | Wealth Manager · Boutique (under $100M) | $95.7M | 86 | 288 | 1 | 03/31/2026 | ☆ |
| 16686 | Leonard Investment Advisors Inc. CRD 116712 | Oklahoma City, OK | Wealth Manager · Boutique (under $100M) | $95.7M | 113 | 178 | 6 | 03/30/2026 | ☆ |
| 16687 | Basa Resources, Inc. CRD 290034 | Dallas, TX | Private Fund Manager · Boutique (under $100M) | $95.7M | 1 | 1 | 14 | 03/26/2026 | ☆ |
| 16688 | Focus Point Capital Llc CRD 155819 | Wealth Manager · Boutique (under $100M) | $95.6M | 57 | 81 | 2 | 09/28/2026 | ☆ | |
| 16689 | Heights Investment Partners, Llc CRD 284688 | Houston, TX | Wealth Manager · Boutique (under $100M) | $95.6M | 76 | 113 | 2 | 01/16/2026 | ☆ |
| 16690 | Kuleana Wealth Advisors, Llc CRD 154028 | Los Altos, CA | Wealth Manager · Boutique (under $100M) | $95.6M | 23 | 138 | 1 | 03/27/2026 | ☆ |
| 16691 | Base Management Co CRD 104600 | Towson, MD | Wealth Manager · Boutique (under $100M) | $95.5M | 37 | 40 | 1 | 03/30/2026 | ☆ |
| 16692 | Pinnacle Wealth Management, Llc CRD 283919 | Dyersburg, TN | Wealth Manager · Boutique (under $100M) | $95.5M | 139 | 367 | 2 | 08/12/2026 | ☆ |
| 16693 | Ravensview Capital Management, Llc CRD 286242 | Portland, OR | Wealth Manager · Boutique (under $100M) | $95.5M | 23 | 60 | 2 | 07/08/2026 | ☆ |
| 16694 | Docsa Capital Management, Inc. CRD 124302 | Portage, MI | Wealth Manager · Boutique (under $100M) | $95.4M | 75 | 233 | 3 | 03/26/2026 | ☆ |
| 16695 | Kcr Wealth Management, Llc CRD 170798 | Reston, VA | Wealth Manager · Boutique (under $100M) | $95.4M | 39 | 176 | 1 | 09/10/2026 | ☆ |
| 16696 | East West Investment Advisors, Llc CRD 159038 | Wealth Manager · Boutique (under $100M) | $95.4M | 50 | 128 | 2 | 03/30/2026 | ☆ | |
| 16697 | Michael Andersen Registered Investment Advisor L.L.C. CRD 146154 | Easton, MD | Insurance-Affiliated · Boutique (under $100M) | $95.3M | 691 | 1,413 | 12 | 03/31/2026 | ☆ |
| 16698 | Womack Investment Advisers, Inc CRD 118081 | Edmond, OK | Insurance-Affiliated · Boutique (under $100M) | $95.3M | 171 | 410 | 3 | 05/01/2026 | ☆ |
| 16699 | Sj Capital Management Llc CRD 154857 | Wealth Manager · Boutique (under $100M) | $95.3M | 62 | 251 | 1 | 03/24/2026 | ☆ | |
| 16700 | M.E. Miller Investors, Llc CRD 144893 | Laguna Beach, CA | Wealth Manager · Boutique (under $100M) | $95.3M | 78 | 105 | 1 | 01/27/2026 | ☆ |