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 |
|---|---|---|---|---|---|---|---|---|---|
| 16951 | Eagle Eye Advisory Llc CRD 138771 | Wealth Manager · Boutique (under $100M) | $90.6M | 116 | 297 | 1 | 08/12/2026 | ☆ | |
| 16952 | Wealthnest Financial Llc CRD 317148 | Bigfork, MT | Wealth Manager · Boutique (under $100M) | $90.5M | 122 | 317 | 1 | 03/02/2026 | ☆ |
| 16953 | Ws Wealth Management, Llc CRD 168114 | Washington, VA | Wealth Manager · Boutique (under $100M) | $90.5M | 71 | 72 | 3 | 02/03/2026 | ☆ |
| 16954 | N CRD 120535 | Wealth Manager · Boutique (under $100M) | $90.5M | 106 | 301 | 1 | 02/21/2025 | ☆ | |
| 16955 | Innovate Wealth, Llc CRD 283332 | Wealth Manager · Boutique (under $100M) | $90.5M | 46 | 206 | 2 | 03/18/2026 | ☆ | |
| 16956 | Advenire Wealth Management Llc CRD 301177 | Colorado Springs, CO | Insurance-Affiliated · Boutique (under $100M) | $90.5M | 139 | 258 | 4 | 03/30/2026 | ☆ |
| 16957 | Hutchison Whitehead, Llc CRD 129716 | Canonsburg, PA | Wealth Manager · Boutique (under $100M) | $90.4M | 112 | 414 | 4 | 04/01/2026 | ☆ |
| 16958 | Washington Square Capital Management Llc CRD 150335 | New York, NY | Wealth Manager · Boutique (under $100M) | $90.4M | 46 | 142 | 2 | 01/24/2026 | ☆ |
| 16959 | Haddon Wealth Management, Llc CRD 226703 | Haddonfield, NJ | Wealth Manager · Boutique (under $100M) | $90.4M | 73 | 187 | 1 | 03/10/2026 | ☆ |
| 16960 | Steven L. Eber, P.A. CRD 108337 | Coral Gables, FL | Wealth Manager · Boutique (under $100M) | $90.4M | 37 | 58 | 1 | 03/27/2026 | ☆ |
| 16961 | Chacon Diaz & Di Virgilio Wealth Management, Llc CRD 154242 | Gainesville, FL | Wealth Manager · Boutique (under $100M) | $90.3M | 190 | 675 | 4 | 04/17/2026 | ☆ |
| 16962 | Capital Advisory Services, Llc CRD 121227 | West Chester, OH | Wealth Manager · Boutique (under $100M) | $90.3M | 439 | 1,194 | 2 | 09/25/2026 | ☆ |
| 16963 | Monvia Financial L.P. CRD 165932 | Walnut Creek, CA | Wealth Manager · Boutique (under $100M) | $90.3M | 163 | 447 | 3 | 05/07/2026 | ☆ |
| 16964 | Seraph Capital Associates, Llc CRD 165754 | Bartlesville, OK | Investment Adviser · Boutique (under $100M) | $90.3M | 445 | 445 | 1 | 07/31/2026 | ☆ |
| 16965 | I2 I Analytics, Llc CRD 144637 | Wealth Manager · Boutique (under $100M) | $90.2M | 30 | 105 | 2 | 01/27/2026 | ☆ | |
| 16966 | Oaktree Financial Planning, Llc CRD 147478 | Fort Collins, CO | Wealth Manager · Boutique (under $100M) | $90.2M | 23 | 99 | 1 | 02/18/2026 | ☆ |
| 16967 | Sound Advisory, Llc CRD 328213 | Wealth Manager · Boutique (under $100M) | $90.2M | 136 | 312 | 6 | 08/13/2026 | ☆ | |
| 16968 | Sparkline Capital Lp CRD 314364 | Mutual Fund / Asset Manager · Boutique (under $100M) | $90.2M | 5 | 5 | 1 | 04/22/2026 | ☆ | |
| 16969 | Intermountain Wealth Management, Inc. CRD 148646 | Idaho Falls, ID | Wealth Manager · Boutique (under $100M) | $90.2M | 452 | 647 | 3 | 02/05/2026 | ☆ |
| 16970 | Diablo Vista Capital, Llc CRD 155830 | Private Fund Manager · Boutique (under $100M) | $90.2M | 1 | 1 | 2 | 03/02/2026 | ☆ | |
| 16971 | Oak Crest Advisory, Llc CRD 304255 | Rochester, NY | Wealth Manager · Boutique (under $100M) | $90.2M | 222 | 456 | 3 | 03/19/2026 | ☆ |
| 16972 | Turner Wealth Advisory, Llc CRD 290745 | Woodstock, GA | Wealth Manager · Boutique (under $100M) | $90.1M | 89 | 215 | 2 | 03/03/2026 | ☆ |
| 16973 | Weiss Financial Group Llc CRD 159331 | Mahopac, NY | Wealth Manager · Boutique (under $100M) | $90.0M | 109 | 249 | 2 | 01/27/2026 | ☆ |
| 16974 | Seven Canyons Advisors, Llc CRD 290334 | Salt Lake City, UT | Private Fund Manager · Boutique (under $100M) | $90.0M | 4 | 5 | 6 | 05/06/2026 | ☆ |
| 16975 | Waynefirebaugh, Inc. CRD 138731 | Roanoke, VA | Wealth Manager · Boutique (under $100M) | $90.0M | 200 | 405 | 3 | 07/21/2026 | ☆ |
| 16976 | Dynamic Legacy Planning Llc CRD 323407 | Greenfield, IN | Wealth Manager · Boutique (under $100M) | $90.0M | 185 | 255 | 2 | 03/31/2026 | ☆ |
| 16977 | Freshfield Capital, Llc CRD 150742 | Plano, TX | Wealth Manager · Boutique (under $100M) | $90.0M | 88 | 185 | 3 | 02/05/2026 | ☆ |
| 16978 | Harvest Portfolio Management, Llc CRD 299005 | Investment Adviser · Boutique (under $100M) | $90.0M | 90 | 90 | 1 | 03/31/2026 | ☆ | |
| 16979 | K. D. Clewley Capital Management CRD 129348 | Wealth Manager · Boutique (under $100M) | $90.0M | 63 | 63 | 1 | 02/23/2026 | ☆ | |
| 16980 | Lebair Financial Services, Inc. CRD 114551 | Wealth Manager · Boutique (under $100M) | $90.0M | 21 | 155 | 3 | 01/15/2026 | ☆ | |
| 16981 | Novawave Capital Llc CRD 333205 | Menlo Park, CA | Private Fund Manager · Boutique (under $100M) | $90.0M | 1 | 2 | 4 | 04/01/2026 | ☆ |
| 16982 | Sapphire Fiduciary Advisors, Llc CRD 316062 | Wealth Manager · Boutique (under $100M) | $90.0M | 24 | 105 | 2 | 08/12/2026 | ☆ | |
| 16983 | Worldwide Capital Advisors, Llc CRD 159924 | Southgate, MI | Insurance-Affiliated · Boutique (under $100M) | $90.0M | 541 | 541 | 2 | 06/22/2026 | ☆ |
| 16984 | Total Financial Management, Llc CRD 287489 | Poland, OH | Wealth Manager · Boutique (under $100M) | $90.0M | 184 | 314 | 2 | 02/27/2026 | ☆ |
| 16985 | Hk Private Client, Llc CRD 315104 | Naperville, IL | Insurance-Affiliated · Boutique (under $100M) | $89.9M | 109 | 201 | 3 | 02/06/2026 | ☆ |
| 16986 | Ambassador Wealth Management, Llc CRD 167064 | Vancouver, WA | Wealth Manager · Boutique (under $100M) | $89.9M | 134 | 134 | 6 | 04/21/2026 | ☆ |
| 16987 | Pogson & Matt Wealth Management Group, Llc CRD 155377 | Phoenix, AZ | Wealth Manager · Boutique (under $100M) | $89.9M | 133 | 355 | 3 | 03/30/2026 | ☆ |
| 16988 | Anthony J. Orlando Inc. CRD 122026 | Oradell, NJ | Insurance-Affiliated · Boutique (under $100M) | $89.9M | 178 | 383 | 1 | 01/14/2026 | ☆ |
| 16989 | Armada Capital Llc CRD 307382 | Mexico City | Private Fund Manager · Boutique (under $100M) | $89.9M | 1 | 2 | 8 | 03/20/2026 | ☆ |
| 16990 | Foster Investment Services Limited Liability Company CRD 286471 | Lexington, KY | Wealth Manager · Boutique (under $100M) | $89.9M | 265 | 390 | 2 | 04/23/2026 | ☆ |
| 16991 | Shelton Financial Advisors, Llc CRD 137248 | Wealth Manager · Boutique (under $100M) | $89.9M | 30 | 84 | 1 | 03/17/2026 | ☆ | |
| 16992 | Twm Wealth Management Corp CRD 321103 | West Linn, OR | Insurance-Affiliated · Boutique (under $100M) | $89.9M | 170 | 453 | 2 | 03/31/2026 | ☆ |
| 16993 | Spreckels Wealth Management, Llc CRD 313422 | Wealth Manager · Boutique (under $100M) | $89.9M | 59 | 59 | 1 | 03/26/2026 | ☆ | |
| 16994 | Hyperion Financial, Llc CRD 313014 | Shillington, PA | Wealth Manager · Boutique (under $100M) | $89.8M | 182 | 520 | 3 | 02/20/2026 | ☆ |
| 16995 | Equitta Advisors Llc CRD 288351 | Milford, OH | Insurance-Affiliated · Boutique (under $100M) | $89.8M | 109 | 640 | 2 | 07/10/2026 | ☆ |
| 16996 | Mcn Investment Management Co. CRD 336515 | Troy, MI | Wealth Manager · Boutique (under $100M) | $89.8M | 65 | 163 | 1 | 01/12/2026 | ☆ |
| 16997 | Pichardo Asset Management, S.A. De C.V. CRD 126683 | Mexico City | Mutual Fund / Asset Manager · Boutique (under $100M) | $89.8M | 10 | 10 | 8 | 02/18/2026 | ☆ |
| 16998 | Pathfinder Financial Services, Llc CRD 129391 | Wealth Manager · Boutique (under $100M) | $89.7M | 38 | 136 | 2 | 03/18/2026 | ☆ | |
| 16999 | Wingstem Wealth, Llc CRD 322337 | West Columbia, SC | Insurance-Affiliated · Boutique (under $100M) | $89.7M | 88 | 191 | 8 | 03/23/2026 | ☆ |
| 17000 | The Baran James Company, Inc. CRD 156242 | Pittsburgh, PA | Wealth Manager · Boutique (under $100M) | $89.7M | 212 | 489 | 1 | 03/23/2026 | ☆ |