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 |
|---|---|---|---|---|---|---|---|---|---|
| 17151 | Wall Investment Group, Inc. CRD 125048 | Wealth Manager · Boutique (under $100M) | $85.0M | 142 | 142 | 2 | 05/12/2026 | ☆ | |
| 17152 | Kedzior Wealth Management Llc CRD 289293 | Independence, OH | Wealth Manager · Boutique (under $100M) | $85.0M | 152 | 183 | 1 | 03/25/2026 | ☆ |
| 17153 | N CRD 283905 | Private Fund Manager · Boutique (under $100M) | $84.9M | 5 | 5 | 5 | 03/31/2026 | ☆ | |
| 17154 | Rubin Overseas Ltd. CRD 169309 | Zurich | Wealth Manager · Boutique (under $100M) | $84.9M | 12 | 12 | 6 | 01/04/2025 | ☆ |
| 17155 | Cooper Larry Clark CRD 110059 | Endowment & Foundation Advisor · Boutique (under $100M) | $84.8M | 6 | 10 | 1 | 01/28/2026 | ☆ | |
| 17156 | Vioni Capital Management, Llc CRD 149927 | Sarasota, FL | Wealth Manager · Boutique (under $100M) | $84.8M | 21 | 60 | 4 | 03/26/2026 | ☆ |
| 17157 | Oak Street Advisory Group, Llc CRD 283444 | Wealth Manager · Boutique (under $100M) | $84.8M | 85 | 213 | 2 | 06/16/2026 | ☆ | |
| 17158 | Mccormick Financial Advisors, Llc CRD 289043 | Wealth Manager · Boutique (under $100M) | $84.8M | 52 | 176 | 1 | 03/18/2026 | ☆ | |
| 17159 | Quiver Financial Holdings Llc CRD 305224 | San Clemente, CA | Wealth Manager · Boutique (under $100M) | $84.7M | 171 | 281 | 4 | 06/03/2026 | ☆ |
| 17160 | Cf Advisors Llc CRD 328940 | Salina, KS | Wealth Manager · Boutique (under $100M) | $84.7M | 132 | 132 | 3 | 03/20/2026 | ☆ |
| 17161 | Allen Archie Gray Jr CRD 104745 | Wealth Manager · Boutique (under $100M) | $84.7M | 11 | 11 | 1 | 02/02/2026 | ☆ | |
| 17162 | Api Financial Advisors, Llc CRD 304586 | Rockledge, FL | Wealth Manager · Boutique (under $100M) | $84.7M | 227 | 696 | 13 | 07/01/2026 | ☆ |
| 17163 | Christopher Guy Martin CRD 114262 | Wealth Manager · Boutique (under $100M) | $84.6M | 18 | 18 | 1 | 02/17/2026 | ☆ | |
| 17164 | Wto Advisors, Llc CRD 317923 | Edmond, OK | Wealth Manager · Boutique (under $100M) | $84.6M | 80 | 128 | 2 | 05/18/2026 | ☆ |
| 17165 | Group Rmc Investment Advisor Llc CRD 318504 | New York, NY | Private Fund Manager · Boutique (under $100M) | $84.6M | 13 | 13 | 2 | 03/31/2026 | ☆ |
| 17166 | Mountain Peak Wealth Advisors, Llc CRD 285251 | Fort Wayne, IN | Wealth Manager · Boutique (under $100M) | $84.5M | 119 | 367 | 3 | 01/30/2026 | ☆ |
| 17167 | Solebury Asset Management Llc CRD 297811 | Wealth Manager · Boutique (under $100M) | $84.5M | 151 | 151 | 1 | 03/17/2026 | ☆ | |
| 17168 | Buffalo Valley Wealth Plus Llc CRD 307918 | Mifflinburg, PA | Insurance-Affiliated · Boutique (under $100M) | $84.5M | 214 | 416 | 4 | 01/22/2026 | ☆ |
| 17169 | Liberty Capital Investment Corporation CRD 25706 | Portland, OR | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $84.5M | 131 | 200 | 6 | 01/08/2026 | ☆ |
| 17170 | Louis Henry Wealth Management Llc CRD 324416 | Denver, CO | Wealth Manager · Boutique (under $100M) | $84.5M | 25 | 123 | 1 | 03/10/2026 | ☆ |
| 17171 | Songbird Capital, Llc CRD 158074 | Princeton, NJ | Wealth Manager · Boutique (under $100M) | $84.4M | 70 | 135 | 4 | 03/30/2026 | ☆ |
| 17172 | Fuller Wealth Advisors, Inc. CRD 158891 | Richmond, VA | Wealth Manager · Boutique (under $100M) | $84.4M | 68 | 301 | 1 | 03/27/2026 | ☆ |
| 17173 | Sweetwater Financial Advisors, Llc CRD 118372 | Sugar Land, TX | Wealth Manager · Boutique (under $100M) | $84.4M | 368 | 1,094 | 3 | 02/28/2026 | ☆ |
| 17174 | Clarity Capital Management Llc CRD 290179 | Wealth Manager · Boutique (under $100M) | $84.4M | 100 | 461 | 2 | 03/30/2026 | ☆ | |
| 17175 | Soesbe Financial Llc CRD 307384 | Sacramento, CA | Wealth Manager · Boutique (under $100M) | $84.4M | 47 | 142 | 3 | 02/25/2026 | ☆ |
| 17176 | Bethesda Financial Advisors, Llc CRD 170715 | Bethesda, MD | Wealth Manager · Boutique (under $100M) | $84.3M | 58 | 211 | 2 | 02/20/2026 | ☆ |
| 17177 | Brightworks Financial Planning Llc CRD 170394 | Lexington, SC | Insurance-Affiliated · Boutique (under $100M) | $84.3M | 136 | 291 | 1 | 07/02/2026 | ☆ |
| 17178 | Derastone Llc CRD 153748 | Investment Adviser · Boutique (under $100M) | $84.3M | 19 | 26 | 1 | 03/24/2026 | ☆ | |
| 17179 | Erez Asset Management, Llc CRD 332027 | New Rochelle, NY | Private Fund Manager · Boutique (under $100M) | $84.3M | 3 | 3 | 2 | 03/30/2026 | ☆ |
| 17180 | Dynamic Asset Management Group Llc CRD 159692 | Bloomfield Hills, MI | Wealth Manager · Boutique (under $100M) | $84.2M | 349 | 349 | 4 | 03/04/2026 | ☆ |
| 17181 | Collaborative Wealth Advisors, Llc CRD 128431 | Westford, MA | Wealth Manager · Boutique (under $100M) | $84.2M | 200 | 269 | 2 | 03/31/2026 | ☆ |
| 17182 | Broadstreet Financial Advisers Llc CRD 130311 | Ormond Beach, FL | Wealth Manager · Boutique (under $100M) | $84.2M | 27 | 36 | 2 | 03/27/2026 | ☆ |
| 17183 | Pacific Financial Planners, Llc CRD 132314 | Laguna Niguel, CA | Insurance-Affiliated · Boutique (under $100M) | $84.2M | 171 | 327 | 4 | 03/31/2026 | ☆ |
| 17184 | Carolina Wealth Stewards, Llc CRD 284837 | Insurance-Affiliated · Boutique (under $100M) | $84.2M | 213 | 484 | 3 | 03/05/2026 | ☆ | |
| 17185 | Windermere Wealth Advisors, Llc CRD 153114 | Elm Grove, WI | Wealth Manager · Boutique (under $100M) | $84.2M | 54 | 173 | 1 | 06/15/2026 | ☆ |
| 17186 | Signature Resources Llc CRD 329244 | Wealth Manager · Boutique (under $100M) | $84.2M | 40 | 135 | 2 | 01/12/2026 | ☆ | |
| 17187 | Complete Advisors Plus Llc CRD 307127 | Valley Stream, NY | Wealth Manager · Boutique (under $100M) | $84.2M | 25 | 25 | 5 | 03/25/2026 | ☆ |
| 17188 | Lehmann, Livian, Fridson Advisors, Llc CRD 169980 | New York, NY | Wealth Manager · Boutique (under $100M) | $84.2M | 53 | 108 | 2 | 04/30/2026 | ☆ |
| 17189 | Titan Managers, Llc CRD 319447 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $84.2M | 129 | 185 | 3 | 03/25/2026 | ☆ |
| 17190 | Proprietor Wealth Management Inc. CRD 283137 | Larkspur, CA | Wealth Manager · Boutique (under $100M) | $84.2M | 25 | 114 | 1 | 01/08/2026 | ☆ |
| 17191 | Akm Advisory, Llc CRD 170187 | Edina, MN | Wealth Manager · Boutique (under $100M) | $84.1M | 51 | 173 | 2 | 04/20/2026 | ☆ |
| 17192 | Western New York Financial Group, Llc CRD 306083 | Buffalo, NY | Insurance-Affiliated · Boutique (under $100M) | $84.1M | 206 | 199 | 2 | 03/31/2026 | ☆ |
| 17193 | Athena Advisor Services, Llc CRD 150960 | Lombard, IL | Insurance-Affiliated · Boutique (under $100M) | $84.1M | 174 | 435 | 3 | 03/27/2026 | ☆ |
| 17194 | M2 Financial Limited Liability Company CRD 327044 | Cottonwood Heights, UT | Wealth Manager · Boutique (under $100M) | $84.1M | 515 | 1,000 | 9 | 03/30/2026 | ☆ |
| 17195 | Houstoun Capital Management, Inc. CRD 117496 | Bethesda, MD | Wealth Manager · Boutique (under $100M) | $84.1M | 16 | 43 | 1 | 03/09/2026 | ☆ |
| 17196 | Stone Bridge Asset Management, Llc CRD 159334 | Chattanooga, TN | Wealth Manager · Boutique (under $100M) | $84.1M | 240 | 586 | 3 | 03/25/2026 | ☆ |
| 17197 | C Wealth Management Llc CRD 287946 | Louisville, KY | Wealth Manager · Boutique (under $100M) | $84.1M | 44 | 125 | 3 | 05/30/2026 | ☆ |
| 17198 | Orbis Financial Group Inc. CRD 332287 | Peterborough, NH | Wealth Manager · Boutique (under $100M) | $84.1M | 179 | 416 | 2 | 06/08/2026 | ☆ |
| 17199 | Fmi Financial, Ltd. CRD 299806 | Wealth Manager · Boutique (under $100M) | $84.1M | 73 | 380 | 2 | 01/26/2026 | ☆ | |
| 17200 | Jacob Asset Management Of New York Llc CRD 112006 | Hermosa Beach, CA | Mutual Fund / Asset Manager · Boutique (under $100M) | $84.1M | 3 | 3 | 3 | 03/23/2026 | ☆ |