Investment advisers
44,588 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 | Conrad A. May, Cpa, P.C. CRD 123225 | Wealth Manager · Boutique (under $100M) | $92.9M | 11 | 8 | 1 | 12/26/2025 | ☆ | |
| 16752 | Cannon Global Investment Management, Llc CRD 301911 | Davie, FL | Private Fund Manager · Boutique (under $100M) | $92.9M | 2 | 2 | 2 | 03/05/2026 | ☆ |
| 16753 | Clary Financial, Inc CRD 128218 | So. Easton, MA | Wealth Manager · Boutique (under $100M) | $92.9M | 439 | 439 | 1 | 01/30/2026 | ☆ |
| 16754 | Stages Planning Group, Llc CRD 172232 | Virginia Beach, VA | Wealth Manager · Boutique (under $100M) | $92.9M | 322 | 514 | 1 | 02/12/2026 | ☆ |
| 16755 | Mcclurg Capital Corporation CRD 16798 | San Rafael, CA | Insurance-Affiliated · Boutique (under $100M) | $92.9M | 82 | 112 | 6 | 01/05/2026 | ☆ |
| 16756 | Community Financial Group, Inc. CRD 129472 | Marlborough, MA | Wealth Manager · Boutique (under $100M) | $92.9M | 95 | 191 | 4 | 04/02/2026 | ☆ |
| 16757 | Carney Portfolio Management Inc. CRD 132883 | Costa Mesa, CA | Wealth Manager · Boutique (under $100M) | $92.8M | 39 | 84 | 1 | 02/12/2026 | ☆ |
| 16758 | Analog Capital Partners Llc CRD 309636 | Houston, TX | Wealth Manager · Boutique (under $100M) | $92.8M | 173 | 493 | 4 | 02/17/2026 | ☆ |
| 16759 | Ashton Pankonin Llc CRD 322520 | Belle Plaine, MN | Wealth Manager · Boutique (under $100M) | $92.7M | 829 | 1,690 | 3 | 05/13/2026 | ☆ |
| 16760 | Bogue Asset Management, Llc CRD 118985 | Wealth Manager · Boutique (under $100M) | $92.7M | 68 | 280 | 1 | 03/13/2026 | ☆ | |
| 16761 | 3 Roots Wealth Partners Llc CRD 338300 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $92.6M | 112 | 405 | 3 | 08/05/2026 | ☆ |
| 16762 | Alikos Wealth Management, Llc CRD 282985 | Bethesda, MD | Wealth Manager · Boutique (under $100M) | $92.6M | 41 | 135 | 2 | 04/06/2026 | ☆ |
| 16763 | Belmont Financial, Llc CRD 108234 | Wealth Manager · Boutique (under $100M) | $92.6M | 64 | 64 | 1 | 03/12/2026 | ☆ | |
| 16764 | Alberg Financial Services, Inc. CRD 115923 | Wealth Manager · Boutique (under $100M) | $92.6M | 52 | 256 | 1 | 01/26/2026 | ☆ | |
| 16765 | Oak Maple Finance, Llc CRD 322908 | Burlington, VT | Wealth Manager · Boutique (under $100M) | $92.5M | 54 | 186 | 5 | 06/25/2026 | ☆ |
| 16766 | Lodestar Advisory Group, Llc CRD 127591 | Naples, FL | Wealth Manager · Boutique (under $100M) | $92.5M | 163 | 318 | 3 | 03/03/2026 | ☆ |
| 16767 | Vault Fiduciary Llc CRD 339088 | Institutional / Pension Advisor · Boutique (under $100M) | $92.5M | 2 | 1 | 03/27/2026 | ☆ | ||
| 16768 | Mooney Financial, Llc CRD 332904 | Jacksonville Beach, FL | Wealth Manager · Boutique (under $100M) | $92.5M | 60 | 170 | 2 | 02/26/2026 | ☆ |
| 16769 | Dorothy Jane Cole CRD 116607 | Wealth Manager · Boutique (under $100M) | $92.5M | 53 | 165 | 5 | 03/31/2026 | ☆ | |
| 16770 | Kyleshill Group, Llc CRD 143604 | Columbus, OH | Wealth Manager · Boutique (under $100M) | $92.5M | 43 | 268 | 1 | 05/01/2026 | ☆ |
| 16771 | Strava Financial, Llc CRD 304263 | Westlake Village, CA | Wealth Manager · Boutique (under $100M) | $92.4M | 68 | 170 | 2 | 03/11/2026 | ☆ |
| 16772 | Tekmen Wells Llc CRD 168431 | New York, NY | Wealth Manager · Boutique (under $100M) | $92.4M | 23 | 66 | 2 | 01/30/2026 | ☆ |
| 16773 | Optiwealth Llc CRD 306120 | Sudbury, MA | Wealth Manager · Boutique (under $100M) | $92.4M | 45 | 245 | 2 | 04/22/2026 | ☆ |
| 16774 | Rlk Plg Investment Management, Llc CRD 134033 | Fort Collins, CO | Wealth Manager · Boutique (under $100M) | $92.4M | 103 | 103 | 4 | 03/24/2026 | ☆ |
| 16775 | Premier Southwest Planning Group, Llc CRD 132868 | Wealth Manager · Boutique (under $100M) | $92.3M | 372 | 523 | 6 | 05/12/2026 | ☆ | |
| 16776 | Perpetual Wealth Advisors, L.L.C. CRD 143864 | Wealth Manager · Boutique (under $100M) | $92.3M | 44 | 44 | 1 | 02/16/2026 | ☆ | |
| 16777 | Wisco Investment Management Llc CRD 156476 | Madison, WI | Insurance-Affiliated · Boutique (under $100M) | $92.3M | 450 | 450 | 2 | 02/26/2026 | ☆ |
| 16778 | Newport Securities Corporation CRD 8250 | Wealth Manager · Boutique (under $100M) | $92.3M | 25 | 25 | 1 | 03/31/2026 | ☆ | |
| 16779 | Qvg, Llc CRD 149388 | Wealth Manager · Boutique (under $100M) | $92.3M | 78 | 177 | 3 | 04/01/2026 | ☆ | |
| 16780 | Xponance Alts Solutions, Llc CRD 314283 | Philadelphia, PA | Private Fund Manager · Boutique (under $100M) | $92.3M | 1 | 1 | 7 | 03/31/2026 | ☆ |
| 16781 | Family Partners Capital, Llc CRD 304176 | Hamilton, MA | Wealth Manager · Boutique (under $100M) | $92.3M | 162 | 196 | 2 | 03/09/2026 | ☆ |
| 16782 | Carapace Financial Advisors Llc CRD 291404 | Bedminster, NJ | Wealth Manager · Boutique (under $100M) | $92.2M | 52 | 74 | 5 | 03/27/2026 | ☆ |
| 16783 | Big Cedar Investment Advisors, Llc CRD 281788 | Scottsdale, AZ | Multi-Family Office · Boutique (under $100M) | $92.2M | 7 | 7 | 1 | 04/21/2026 | ☆ |
| 16784 | Ithaka Financial Planning, Llc CRD 153244 | Chevy Chase, MD | Wealth Manager · Boutique (under $100M) | $92.2M | 55 | 231 | 3 | 03/31/2026 | ☆ |
| 16785 | Sovereign Financial Services, Llc CRD 153059 | Phoenix, MD | Wealth Manager · Boutique (under $100M) | $92.1M | 145 | 439 | 2 | 02/23/2026 | ☆ |
| 16786 | Iwc Asset Management Llc CRD 286445 | Wealth Manager · Boutique (under $100M) | $92.1M | 53 | 160 | 1 | 01/24/2023 | ☆ | |
| 16787 | Murphy Investment Advisors, Inc. CRD 290611 | Pasadena, CA | Wealth Manager · Boutique (under $100M) | $92.0M | 34 | 108 | 1 | 04/30/2026 | ☆ |
| 16788 | Portsea Investments, Inc. CRD 290898 | Wealth Manager · Boutique (under $100M) | $92.0M | 24 | 75 | 1 | 03/12/2026 | ☆ | |
| 16789 | Idg Advisors, Llc CRD 113718 | Denver, CO | Wealth Manager · Boutique (under $100M) | $92.0M | 95 | 95 | 1 | 01/28/2026 | ☆ |
| 16790 | Emberhouse, Llc CRD 285781 | Wealth Manager · Boutique (under $100M) | $92.0M | 60 | 166 | 1 | 04/15/2026 | ☆ | |
| 16791 | Walnut Green Asset Management, Llc CRD 166894 | Wilmington, DE | Multi-Family Office · Boutique (under $100M) | $92.0M | 8 | 17 | 2 | 01/16/2026 | ☆ |
| 16792 | Meringoff Wealth Management Group, Llc CRD 147397 | Wealth Manager · Boutique (under $100M) | $91.9M | 53 | 110 | 1 | 03/25/2026 | ☆ | |
| 16793 | Mundoval Capital Management, Inc. CRD 132553 | La Jolla, CA | Wealth Manager · Boutique (under $100M) | $91.9M | 67 | 117 | 3 | 02/09/2026 | ☆ |
| 16794 | Allied Investments Of Tennessee, Llc CRD 314512 | Johnson City, TN | Wealth Manager · Boutique (under $100M) | $91.9M | 110 | 271 | 2 | 04/21/2026 | ☆ |
| 16795 | Alfacap Llc, D/B/A Reciprocal Capital CRD 285033 | Private Fund Manager · Boutique (under $100M) | $91.9M | 7 | 7 | 1 | 03/31/2026 | ☆ | |
| 16796 | Incomar Investments, Llc CRD 114455 | Sugar Land, TX | Wealth Manager · Boutique (under $100M) | $91.9M | 62 | 128 | 2 | 03/20/2026 | ☆ |
| 16797 | Woodmont Advisory Group, Inc. CRD 112276 | Wealth Manager · Boutique (under $100M) | $91.9M | 298 | 298 | 2 | 03/30/2026 | ☆ | |
| 16798 | Wave Digital Assets Llc CRD 305726 | Los Angeles, CA | Private Fund Manager · Boutique (under $100M) | $91.9M | 22 | 22 | 33 | 03/31/2026 | ☆ |
| 16799 | Vida Private Wealth Llc CRD 308575 | Pasadena, CA | Wealth Manager · Boutique (under $100M) | $91.8M | 31 | 94 | 3 | 06/30/2026 | ☆ |
| 16800 | C. Farnsley, Llc CRD 288491 | Louisville, KY | Insurance-Affiliated · Boutique (under $100M) | $91.8M | 217 | 546 | 4 | 03/16/2026 | ☆ |