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 |
|---|---|---|---|---|---|---|---|---|---|
| 16751 | Cypress Praxis, Llc CRD 111716 | Wealth Manager · Boutique (under $100M) | $94.5M | 43 | 119 | 1 | 03/03/2026 | ☆ | |
| 16752 | Webb Financial Group Llc CRD 291638 | Mission Viejo, CA | Wealth Manager · Boutique (under $100M) | $94.4M | 224 | 417 | 1 | 03/26/2026 | ☆ |
| 16753 | Sebetic Advisors, Llc CRD 306261 | Wealth Manager · Boutique (under $100M) | $94.4M | 61 | 124 | 1 | 03/30/2026 | ☆ | |
| 16754 | Stacie Skryz CRD 129181 | North Attleboro, MA | Wealth Manager · Boutique (under $100M) | $94.4M | 125 | 330 | 2 | 03/12/2026 | ☆ |
| 16755 | Benham Wealth Management, Llc CRD 331926 | Greenwood, IN | Wealth Manager · Boutique (under $100M) | $94.4M | 345 | 698 | 2 | 02/04/2026 | ☆ |
| 16756 | Rice Wealth Management Group, Inc. CRD 308210 | Fair Haven, NJ | Wealth Manager · Boutique (under $100M) | $94.4M | 135 | 377 | 3 | 03/18/2026 | ☆ |
| 16757 | Runnymede Capital Management Inc CRD 106719 | Wealth Manager · Boutique (under $100M) | $94.4M | 88 | 137 | 2 | 03/20/2026 | ☆ | |
| 16758 | Mcmillan Capital Management, Llc CRD 143179 | Wealth Manager · Boutique (under $100M) | $94.4M | 38 | 105 | 2 | 04/30/2026 | ☆ | |
| 16759 | Hansen, Brian Bennett CRD 109661 | Insurance-Affiliated · Boutique (under $100M) | $94.3M | 12 | 12 | 1 | 03/23/2026 | ☆ | |
| 16760 | Saddock Wealth, Llc CRD 161568 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $94.3M | 11 | 93 | 9 | 03/25/2026 | ☆ |
| 16761 | Tilton Asset Management CRD 128623 | Weston, MA | Wealth Manager · Boutique (under $100M) | $94.3M | 42 | 126 | 1 | 03/09/2026 | ☆ |
| 16762 | Barnard Financial Group, Llc CRD 335512 | Roswell, GA | Wealth Manager · Boutique (under $100M) | $94.2M | 333 | 333 | 1 | 03/31/2026 | ☆ |
| 16763 | Cunningham Wealth Management Llc CRD 148023 | Broadview Heights, OH | Insurance-Affiliated · Boutique (under $100M) | $94.2M | 184 | 339 | 4 | 03/31/2026 | ☆ |
| 16764 | Mitchell Advisory Inc CRD 109447 | Reston, VA | Wealth Manager · Boutique (under $100M) | $94.2M | 25 | 25 | 1 | 03/13/2026 | ☆ |
| 16765 | Insight Securities, Inc. CRD 5611 | Highland Park, IL | Insurance-Affiliated · Boutique (under $100M) | $94.2M | 48 | 48 | 25 | 10/14/2025 | ☆ |
| 16766 | Jerry A. Lyke And Associates, Inc. CRD 154199 | Canton, OH | Wealth Manager · Boutique (under $100M) | $94.2M | 137 | 321 | 3 | 02/18/2026 | ☆ |
| 16767 | Circle N Advisors, Llc CRD 271027 | Fishkill, NY | Wealth Manager · Boutique (under $100M) | $94.2M | 104 | 106 | 3 | 03/16/2026 | ☆ |
| 16768 | Bayridge Financial Group, Inc. CRD 296831 | Rockville Centre, NY | Wealth Manager · Boutique (under $100M) | $94.2M | 488 | 488 | 5 | 03/31/2026 | ☆ |
| 16769 | King Wealth Advisors, Llc CRD 281798 | San Mateo, CA | Wealth Manager · Boutique (under $100M) | $94.1M | 66 | 170 | 2 | 09/22/2026 | ☆ |
| 16770 | Iron River Capital Llc CRD 173307 | Durango, CO | Insurance-Affiliated · Boutique (under $100M) | $94.1M | 146 | 397 | 5 | 07/02/2026 | ☆ |
| 16771 | Copper River Advisors Llc CRD 173394 | Englewood, CO | Wealth Manager · Boutique (under $100M) | $94.1M | 51 | 225 | 3 | 03/10/2026 | ☆ |
| 16772 | Forward Wealth Management, Llc CRD 171362 | Charlotte, NC | Wealth Manager · Boutique (under $100M) | $94.1M | 45 | 142 | 1 | 03/24/2026 | ☆ |
| 16773 | Luesink Financial Planning Llc CRD 147076 | New York, NY | Wealth Manager · Boutique (under $100M) | $94.1M | 50 | 169 | 2 | 04/01/2026 | ☆ |
| 16774 | Flow Financial Planning, L.L.C. CRD 281934 | Wealth Manager · Boutique (under $100M) | $94.1M | 66 | 286 | 2 | 06/08/2026 | ☆ | |
| 16775 | Newman's Financial Planning, Llc CRD 282548 | Wealth Manager · Boutique (under $100M) | $94.1M | 182 | 406 | 1 | 02/03/2026 | ☆ | |
| 16776 | Gravity Capital Management Llc CRD 137083 | New York, NY | Investment Adviser · Boutique (under $100M) | $94.0M | 28 | 36 | 2 | 03/30/2026 | ☆ |
| 16777 | Target Rock Wealth Management, Llc CRD 312279 | New York, NY | Wealth Manager · Boutique (under $100M) | $94.0M | 88 | 89 | 4 | 04/24/2026 | ☆ |
| 16778 | Capital Wealth Planners, Llc CRD 154990 | Folsom, CA | Insurance-Affiliated · Boutique (under $100M) | $94.0M | 65 | 116 | 1 | 02/10/2026 | ☆ |
| 16779 | Ballard Wealth Management Llc CRD 330614 | Clermont, FL | Wealth Manager · Boutique (under $100M) | $94.0M | 315 | 315 | 1 | 02/25/2026 | ☆ |
| 16780 | Insight Financial Group, Inc. CRD 127054 | Schaumburg, IL | Wealth Manager · Boutique (under $100M) | $94.0M | 64 | 379 | 1 | 01/09/2026 | ☆ |
| 16781 | Walnut Investment Services Llc CRD 113666 | Brooklyn, NY | Wealth Manager · Boutique (under $100M) | $94.0M | 199 | 308 | 2 | 04/06/2026 | ☆ |
| 16782 | Henley & Company Wealth Management Llc CRD 144884 | Uniondale, NY | Wealth Manager · Boutique (under $100M) | $93.9M | 71 | 108 | 6 | 03/25/2026 | ☆ |
| 16783 | The Brock Group, Llc CRD 142432 | Plymouth, MI | Wealth Manager · Boutique (under $100M) | $93.9M | 253 | 458 | 1 | 03/02/2026 | ☆ |
| 16784 | Voss Wealth Management Llc CRD 338916 | Endicott, NY | Wealth Manager · Boutique (under $100M) | $93.9M | 69 | 148 | 1 | 06/03/2026 | ☆ |
| 16785 | Sage Wealth Advisory, Llc CRD 325286 | Wealth Manager · Boutique (under $100M) | $93.9M | 54 | 102 | 3 | 06/05/2026 | ☆ | |
| 16786 | Diversified Wealth Management Solutions, Llc CRD 170327 | Fresno, CA | Wealth Manager · Boutique (under $100M) | $93.9M | 135 | 264 | 1 | 02/10/2026 | ☆ |
| 16787 | Taylor & Williams, Inc. CRD 121776 | Lutz, FL | Wealth Manager · Boutique (under $100M) | $93.9M | 184 | 442 | 4 | 09/17/2026 | ☆ |
| 16788 | Prima Wealth CRD 284143 | Wealth Manager · Boutique (under $100M) | $93.9M | 88 | 223 | 1 | 01/29/2026 | ☆ | |
| 16789 | Cove Street Capital, Llc CRD 156260 | Hermosa Beach, CA | Investment Adviser · Boutique (under $100M) | $93.8M | 18 | 18 | 2 | 08/27/2026 | ☆ |
| 16790 | Wealth Management Advisors, Llc CRD 136051 | Wealth Manager · Boutique (under $100M) | $93.8M | 26 | 26 | 1 | 03/14/2026 | ☆ | |
| 16791 | Askeladden Capital Management Llc CRD 282555 | Investment Adviser · Boutique (under $100M) | $93.8M | 62 | 62 | 1 | 03/30/2026 | ☆ | |
| 16792 | Apogee Wealth Partners, Llc CRD 310419 | Wealth Manager · Boutique (under $100M) | $93.8M | 97 | 276 | 3 | 09/21/2026 | ☆ | |
| 16793 | Pacific Global Advisory Group Llc CRD 158601 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $93.7M | 8 | 1 | 01/15/2026 | ☆ | |
| 16794 | Apex Research And Investments, Llc CRD 121643 | Wealth Manager · Boutique (under $100M) | $93.7M | 11 | 11 | 1 | 02/12/2026 | ☆ | |
| 16795 | Statetrust Capital, Llc. CRD 114052 | Boca Raton, FL | Wealth Manager · Boutique (under $100M) | $93.7M | 144 | 238 | 4 | 09/24/2026 | ☆ |
| 16796 | Monroe Capital Partners, Llc CRD 168275 | Irvington, VA | Wealth Manager · Boutique (under $100M) | $93.6M | 44 | 90 | 1 | 03/31/2026 | ☆ |
| 16797 | Credit Union Investment Services, Inc. CRD 144871 | Raleigh, NC | Wealth Manager · Boutique (under $100M) | $93.6M | 287 | 266 | 259 | 09/28/2026 | ☆ |
| 16798 | Transcend Wealth, Llc CRD 292210 | Woodmere, OH | Wealth Manager · Boutique (under $100M) | $93.5M | 119 | 223 | 3 | 03/31/2026 | ☆ |
| 16799 | Capstone Investment Management Llc CRD 281042 | Palm Coast, FL | Wealth Manager · Boutique (under $100M) | $93.5M | 296 | 546 | 3 | 04/01/2026 | ☆ |
| 16800 | Dollardoc Inc. CRD 149757 | Laguna Hills, CA | Insurance-Affiliated · Boutique (under $100M) | $93.5M | 265 | 362 | 2 | 03/31/2026 | ☆ |