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 |
|---|---|---|---|---|---|---|---|---|---|
| 17251 | Dunes Financial Llc CRD 334836 | Wealth Manager · Boutique (under $100M) | $84.3M | 30 | 159 | 1 | 09/01/2026 | ☆ | |
| 17252 | Dynamic Asset Management Group Llc CRD 159692 | Bloomfield Hills, MI | Wealth Manager · Boutique (under $100M) | $84.2M | 349 | 349 | 4 | 03/04/2026 | ☆ |
| 17253 | Collaborative Wealth Advisors, Llc CRD 128431 | Westford, MA | Wealth Manager · Boutique (under $100M) | $84.2M | 200 | 269 | 2 | 03/31/2026 | ☆ |
| 17254 | Broadstreet Financial Advisers Llc CRD 130311 | Ormond Beach, FL | Wealth Manager · Boutique (under $100M) | $84.2M | 27 | 36 | 2 | 03/27/2026 | ☆ |
| 17255 | Pacific Financial Planners, Llc CRD 132314 | Laguna Niguel, CA | Insurance-Affiliated · Boutique (under $100M) | $84.2M | 171 | 327 | 4 | 03/31/2026 | ☆ |
| 17256 | Windermere Wealth Advisors, Llc CRD 153114 | Elm Grove, WI | Wealth Manager · Boutique (under $100M) | $84.2M | 54 | 173 | 1 | 06/15/2026 | ☆ |
| 17257 | Signature Resources Llc CRD 329244 | Wealth Manager · Boutique (under $100M) | $84.2M | 40 | 135 | 2 | 01/12/2026 | ☆ | |
| 17258 | Complete Advisors Plus Llc CRD 307127 | Valley Stream, NY | Wealth Manager · Boutique (under $100M) | $84.2M | 25 | 25 | 5 | 03/25/2026 | ☆ |
| 17259 | Lehmann, Livian, Fridson Advisors, Llc CRD 169980 | New York, NY | Wealth Manager · Boutique (under $100M) | $84.2M | 53 | 108 | 2 | 04/30/2026 | ☆ |
| 17260 | Inflection Wealth Llc CRD 288602 | Camarillo, CA | Wealth Manager · Boutique (under $100M) | $84.2M | 135 | 471 | 3 | 09/04/2026 | ☆ |
| 17261 | Titan Managers, Llc CRD 319447 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $84.2M | 129 | 185 | 3 | 03/25/2026 | ☆ |
| 17262 | Proprietor Wealth Management Inc. CRD 283137 | Larkspur, CA | Wealth Manager · Boutique (under $100M) | $84.2M | 25 | 114 | 1 | 01/08/2026 | ☆ |
| 17263 | Akm Advisory, Llc CRD 170187 | Edina, MN | Wealth Manager · Boutique (under $100M) | $84.1M | 51 | 173 | 2 | 04/20/2026 | ☆ |
| 17264 | Western New York Financial Group, Llc CRD 306083 | Buffalo, NY | Insurance-Affiliated · Boutique (under $100M) | $84.1M | 206 | 199 | 2 | 03/31/2026 | ☆ |
| 17265 | Athena Advisor Services, Llc CRD 150960 | Lombard, IL | Insurance-Affiliated · Boutique (under $100M) | $84.1M | 174 | 435 | 3 | 03/27/2026 | ☆ |
| 17266 | M2 Financial Limited Liability Company CRD 327044 | Cottonwood Heights, UT | Wealth Manager · Boutique (under $100M) | $84.1M | 515 | 1,000 | 9 | 09/08/2026 | ☆ |
| 17267 | Houstoun Capital Management, Inc. CRD 117496 | Bethesda, MD | Wealth Manager · Boutique (under $100M) | $84.1M | 16 | 43 | 1 | 03/09/2026 | ☆ |
| 17268 | Stone Bridge Asset Management, Llc CRD 159334 | Chattanooga, TN | Wealth Manager · Boutique (under $100M) | $84.1M | 240 | 586 | 3 | 03/25/2026 | ☆ |
| 17269 | C Wealth Management Llc CRD 287946 | Louisville, KY | Wealth Manager · Boutique (under $100M) | $84.1M | 44 | 125 | 3 | 05/30/2026 | ☆ |
| 17270 | Orbis Financial Group Inc. CRD 332287 | Peterborough, NH | Wealth Manager · Boutique (under $100M) | $84.1M | 179 | 416 | 2 | 06/08/2026 | ☆ |
| 17271 | Fmi Financial, Ltd. CRD 299806 | Wealth Manager · Boutique (under $100M) | $84.1M | 73 | 380 | 2 | 01/26/2026 | ☆ | |
| 17272 | 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 | ☆ |
| 17273 | Colorado Financial Service Corporation CRD 104343 | Centennial, CO | Insurance-Affiliated · Boutique (under $100M) | $84.1M | 188 | 188 | 38 | 09/01/2026 | ☆ |
| 17274 | Flagstone Financial Advisors, Inc. CRD 112507 | Wealth Manager · Boutique (under $100M) | $84.0M | 56 | 210 | 2 | 03/05/2026 | ☆ | |
| 17275 | Bristol Financial Llc CRD 281246 | Clayton, MO | Wealth Manager · Boutique (under $100M) | $84.0M | 51 | 187 | 2 | 04/10/2026 | ☆ |
| 17276 | Douglasbradley Llc CRD 119007 | Wealth Manager · Boutique (under $100M) | $84.0M | 75 | 75 | 3 | 01/19/2026 | ☆ | |
| 17277 | Eric Linger CRD 113622 | Wealth Manager · Boutique (under $100M) | $84.0M | 41 | 41 | 1 | 06/05/2026 | ☆ | |
| 17278 | Loveland & Bastian Financial Services Group, Llc CRD 135255 | Mt. Pleasant, SC | Wealth Manager · Boutique (under $100M) | $84.0M | 170 | 170 | 3 | 07/05/2026 | ☆ |
| 17279 | Spelts Wealth Management, Inc. CRD 338961 | Chico, CA | Wealth Manager · Boutique (under $100M) | $84.0M | 196 | 289 | 2 | 04/10/2026 | ☆ |
| 17280 | Trinsic Capital, Llc CRD 165949 | Fort Worth, TX | Wealth Manager · Boutique (under $100M) | $84.0M | 47 | 96 | 2 | 04/10/2026 | ☆ |
| 17281 | Cubic Pye Capital Management, Inc. CRD 130212 | Wealth Manager · Boutique (under $100M) | $84.0M | 14 | 71 | 2 | 03/31/2026 | ☆ | |
| 17282 | Brightside Wealth Planning, Llc CRD 327899 | Center Valley, PA | Wealth Manager · Boutique (under $100M) | $84.0M | 188 | 324 | 2 | 03/25/2026 | ☆ |
| 17283 | Cultivate Financial Planning Llc CRD 299270 | Radford, VA | Wealth Manager · Boutique (under $100M) | $83.9M | 87 | 364 | 2 | 01/07/2026 | ☆ |
| 17284 | Omega Advisory Llc CRD 287459 | Cumming, GA | Wealth Manager · Boutique (under $100M) | $83.9M | 154 | 194 | 1 | 03/02/2026 | ☆ |
| 17285 | Equinox Wealth Management CRD 299391 | Wealth Manager · Boutique (under $100M) | $83.9M | 41 | 170 | 1 | 08/31/2026 | ☆ | |
| 17286 | Olive Wealth Management, Llc CRD 284132 | Houston, TX | Wealth Manager · Boutique (under $100M) | $83.9M | 54 | 309 | 2 | 03/31/2026 | ☆ |
| 17287 | On The Trail Financial Planning, Llc CRD 297393 | Wealth Manager · Boutique (under $100M) | $83.8M | 67 | 269 | 1 | 07/27/2026 | ☆ | |
| 17288 | Seven Hills Capital Corp. CRD 338305 | Toronto, Ontario | Wealth Manager · Boutique (under $100M) | $83.8M | 238 | 1,134 | 4 | 07/24/2026 | ☆ |
| 17289 | Greycliff Wealth Management, Llc CRD 307645 | New York, NY | Insurance-Affiliated · Boutique (under $100M) | $83.8M | 146 | 222 | 4 | 04/10/2026 | ☆ |
| 17290 | Gulfstream Capital Llc CRD 165832 | Knoxville, TN | Wealth Manager · Boutique (under $100M) | $83.8M | 73 | 399 | 4 | 02/23/2026 | ☆ |
| 17291 | Baird Principal Group Management Company, Llc CRD 326646 | Milwaukee, WI | Mutual Fund / Asset Manager · Boutique (under $100M) | $83.7M | 1 | 1 | 3 | 09/04/2026 | ☆ |
| 17292 | Welara Asset Management Llc CRD 334534 | New York, NY | Private Fund Manager · Boutique (under $100M) | $83.7M | 8 | 12 | 13 | 08/28/2026 | ☆ |
| 17293 | Nora Wealth Advisors, Llc CRD 285098 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $83.7M | 42 | 177 | 2 | 05/05/2026 | ☆ |
| 17294 | Pashadre Capital Management, Inc CRD 129239 | S. Weymouth, MA | Wealth Manager · Boutique (under $100M) | $83.7M | 114 | 123 | 1 | 11/26/2025 | ☆ |
| 17295 | Thompson Creek Wealth Advisors CRD 151363 | Wealth Manager · Boutique (under $100M) | $83.7M | 66 | 282 | 1 | 05/21/2026 | ☆ | |
| 17296 | Parataxis Capital Management Llc CRD 313241 | New York, NY | Private Fund Manager · Boutique (under $100M) | $83.7M | 12 | 12 | 5 | 08/03/2026 | ☆ |
| 17297 | Vita Planning Group Llc CRD 312323 | Camas, WA | Wealth Manager · Boutique (under $100M) | $83.7M | 57 | 142 | 10 | 04/28/2026 | ☆ |
| 17298 | Dessonville Financial Group Incorporated CRD 118132 | Wealth Manager · Boutique (under $100M) | $83.7M | 68 | 174 | 2 | 03/25/2026 | ☆ | |
| 17299 | Double Duty Money Management Llc CRD 326792 | New York, NY | Wealth Manager · Boutique (under $100M) | $83.7M | 14 | 34 | 4 | 01/26/2026 | ☆ |
| 17300 | Ark Alliance Financial Llc CRD 310539 | Wealth Manager · Boutique (under $100M) | $83.7M | 95 | 197 | 2 | 07/13/2026 | ☆ |