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 |
|---|---|---|---|---|---|---|---|---|---|
| 17501 | Future Capital Management Incorporated CRD 324378 | Castle Rock, CO | Insurance-Affiliated · Boutique (under $100M) | $78.6M | 356 | 673 | 11 | 05/28/2026 | ☆ |
| 17502 | St. Columbanus Ag CRD 169895 | Teufen | Endowment & Foundation Advisor · Boutique (under $100M) | $78.6M | 9 | 17 | 5 | 03/30/2026 | ☆ |
| 17503 | Adams Financial Concepts, Llc CRD 134545 | Seattle, WA | Wealth Manager · Boutique (under $100M) | $78.5M | 113 | 113 | 3 | 07/07/2026 | ☆ |
| 17504 | J.M. Bruderman & Company, Llc CRD 323195 | Locust Valley, NY | Wealth Manager · Boutique (under $100M) | $78.5M | 36 | 33 | 5 | 02/28/2026 | ☆ |
| 17505 | Hart Financial, Llc CRD 291530 | Akron, CO | Wealth Manager · Boutique (under $100M) | $78.5M | 423 | 620 | 1 | 02/13/2026 | ☆ |
| 17506 | Heritage Capital Partners,Inc. CRD 120748 | Charlotte, NC | Wealth Manager · Boutique (under $100M) | $78.5M | 28 | 31 | 1 | 01/15/2026 | ☆ |
| 17507 | Hutchins Canning & Company Pa CRD 118918 | Kitty Hawk, NC | Wealth Manager · Boutique (under $100M) | $78.5M | 79 | 79 | 10 | 03/18/2026 | ☆ |
| 17508 | Centurion Financial Strategies Llc CRD 316454 | Bloomington, MN | Wealth Manager · Boutique (under $100M) | $78.5M | 105 | 375 | 5 | 02/23/2026 | ☆ |
| 17509 | Elevated Retirement Financial Services Llc CRD 300106 | Wealth Manager · Boutique (under $100M) | $78.5M | 105 | 334 | 1 | 01/15/2026 | ☆ | |
| 17510 | Midwest Investment Advisors, Llc CRD 154408 | Fenton, MO | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $78.4M | 285 | 285 | 1 | 03/17/2026 | ☆ |
| 17511 | Portland Financial Planning Group, Llc CRD 116168 | Portland, ME | Wealth Manager · Boutique (under $100M) | $78.4M | 33 | 137 | 2 | 03/27/2026 | ☆ |
| 17512 | Emery Partners, Llc CRD 336787 | Boston, MA | Mutual Fund / Asset Manager · Boutique (under $100M) | $78.4M | 1 | 1 | 4 | 03/17/2026 | ☆ |
| 17513 | Jgr Financial Solutions, Llc CRD 226585 | Wealth Manager · Boutique (under $100M) | $78.3M | 93 | 258 | 1 | 04/28/2026 | ☆ | |
| 17514 | Revere Wealth Management Llc CRD 170560 | New York, NY | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $78.3M | 101 | 101 | 7 | 03/31/2026 | ☆ |
| 17515 | Amazz Investment Management, Inc. CRD 126545 | Williamsville, NY | Wealth Manager · Boutique (under $100M) | $78.3M | 120 | 120 | 1 | 03/18/2026 | ☆ |
| 17516 | Ryan Financial Solutions, Llc CRD 312269 | Tualatin, OR | Insurance-Affiliated · Boutique (under $100M) | $78.3M | 247 | 419 | 2 | 03/02/2026 | ☆ |
| 17517 | Ebersole Financial Llc CRD 171009 | Wealth Manager · Boutique (under $100M) | $78.2M | 46 | 127 | 1 | 03/15/2026 | ☆ | |
| 17518 | Pearl Lane Advisors, Llc CRD 172681 | New York, NY | Private Fund Manager · Boutique (under $100M) | $78.2M | 1 | 7 | 15 | 05/01/2026 | ☆ |
| 17519 | Copper Beech Wealth Management, Llc CRD 321059 | Mansfield, MA | Wealth Manager · Boutique (under $100M) | $78.2M | 73 | 211 | 2 | 02/13/2026 | ☆ |
| 17520 | Douglas Adams Mcclennen CRD 142602 | Wealth Manager · Boutique (under $100M) | $78.2M | 29 | 15 | 1 | 08/07/2023 | ☆ | |
| 17521 | Jersin Financial Services, Inc. CRD 126990 | Danville, CA | Wealth Manager · Boutique (under $100M) | $78.2M | 52 | 52 | 1 | 01/14/2026 | ☆ |
| 17522 | Arnold Investment Group, Llc CRD 144923 | Wealth Manager · Boutique (under $100M) | $78.2M | 34 | 86 | 2 | 03/20/2026 | ☆ | |
| 17523 | Preserve Wealth Management, Llc CRD 304125 | Wealth Manager · Boutique (under $100M) | $78.2M | 26 | 116 | 2 | 04/21/2026 | ☆ | |
| 17524 | Simplified Financial Partners, Llc CRD 331770 | Calumet, MI | Wealth Manager · Boutique (under $100M) | $78.2M | 91 | 215 | 2 | 01/21/2026 | ☆ |
| 17525 | Wilson Wealth Management, Inc. CRD 294731 | Salt Lake City, UT | Insurance-Affiliated · Boutique (under $100M) | $78.1M | 77 | 158 | 2 | 03/23/2026 | ☆ |
| 17526 | Vineyard Family Wealth, Llc CRD 312336 | Houston, TX | Wealth Manager · Boutique (under $100M) | $78.1M | 13 | 99 | 1 | 03/13/2026 | ☆ |
| 17527 | Rsd Advisors, Llc CRD 152447 | Wealth Manager · Boutique (under $100M) | $78.1M | 27 | 65 | 1 | 03/02/2026 | ☆ | |
| 17528 | Caledonia Wealth Management, Ltd. CRD 149649 | Boulder, CO | Wealth Manager · Boutique (under $100M) | $78.1M | 81 | 232 | 2 | 03/30/2026 | ☆ |
| 17529 | Meeks Wealth Management, Llc CRD 299703 | Wealth Manager · Boutique (under $100M) | $78.0M | 9 | 31 | 1 | 01/09/2026 | ☆ | |
| 17530 | Lifetime Wealth Advisors, Llc CRD 314555 | Red Bank, NJ | Insurance-Affiliated · Boutique (under $100M) | $78.0M | 315 | 326 | 4 | 04/17/2026 | ☆ |
| 17531 | Evidence Advisors, Llc CRD 282234 | Boerne, TX | Insurance-Affiliated · Boutique (under $100M) | $78.0M | 102 | 226 | 2 | 03/24/2026 | ☆ |
| 17532 | On Track Financial Llc CRD 120542 | Canterbury, NH | Wealth Manager · Boutique (under $100M) | $78.0M | 145 | 145 | 1 | 02/09/2024 | ☆ |
| 17533 | Process Design Capital Management Llc CRD 170789 | Phoenix, AZ | Wealth Manager · Boutique (under $100M) | $78.0M | 79 | 79 | 4 | 02/05/2026 | ☆ |
| 17534 | Rosman Asset Management, Llc CRD 155922 | Wealth Manager · Boutique (under $100M) | $78.0M | 104 | 170 | 3 | 02/12/2026 | ☆ | |
| 17535 | Sladek & Witek, Llp CRD 127247 | Trumbull, CT | Wealth Manager · Boutique (under $100M) | $78.0M | 155 | 249 | 2 | 04/15/2025 | ☆ |
| 17536 | Thurston Hall Investment Research, Llc CRD 136700 | Newton, MA | Wealth Manager · Boutique (under $100M) | $78.0M | 100 | 138 | 2 | 03/20/2026 | ☆ |
| 17537 | Trusttree Financial Llc CRD 287985 | Huntersville, NC | Insurance-Affiliated · Boutique (under $100M) | $78.0M | 150 | 400 | 2 | 03/26/2026 | ☆ |
| 17538 | Waits Investments, Llc CRD 165785 | Wealth Manager · Boutique (under $100M) | $78.0M | 89 | 170 | 2 | 01/09/2026 | ☆ | |
| 17539 | Mgm Innova Cap Management Llc CRD 301918 | Miami, FL | Private Fund Manager · Boutique (under $100M) | $78.0M | 4 | 4 | 10 | 05/07/2026 | ☆ |
| 17540 | Alliant Capital Management Llc CRD 143596 | Wealth Manager · Boutique (under $100M) | $78.0M | 70 | 118 | 1 | 01/30/2026 | ☆ | |
| 17541 | Center Lake Capital Management, Llc CRD 174311 | West Palm Beach, FL | Private Fund Manager · Boutique (under $100M) | $77.9M | 3 | 3 | 1 | 05/01/2026 | ☆ |
| 17542 | Copper Beech Advisors, Llc CRD 151496 | Malvern, PA | Wealth Manager · Boutique (under $100M) | $77.9M | 128 | 128 | 1 | 03/30/2026 | ☆ |
| 17543 | Liberty Park Capital Management, Llc CRD 160315 | Austin, TX | Private Fund Manager · Boutique (under $100M) | $77.9M | 6 | 6 | 3 | 03/31/2026 | ☆ |
| 17544 | Cypress Wealth Management, Llc CRD 154177 | Germantown, TN | Wealth Manager · Boutique (under $100M) | $77.9M | 51 | 225 | 2 | 03/30/2026 | ☆ |
| 17545 | On Course Financial Planning, Llc CRD 132172 | Wealth Manager · Boutique (under $100M) | $77.8M | 30 | 118 | 1 | 03/09/2026 | ☆ | |
| 17546 | Snake River Investment Counsel Llc CRD 314200 | Idaho Falls, ID | Wealth Manager · Boutique (under $100M) | $77.8M | 121 | 491 | 2 | 08/11/2026 | ☆ |
| 17547 | Vectorshares Llc. CRD 312707 | Tampa, FL | Wealth Manager · Boutique (under $100M) | $77.8M | 79 | 118 | 6 | 03/30/2026 | ☆ |
| 17548 | Lynchburg Wealth Management, Llc CRD 284344 | Lynchburg, VA | Wealth Manager · Boutique (under $100M) | $77.8M | 100 | 314 | 1 | 03/16/2026 | ☆ |
| 17549 | Robert A. Sandler, Llc CRD 289375 | Wealth Manager · Boutique (under $100M) | $77.8M | 35 | 156 | 1 | 02/10/2026 | ☆ | |
| 17550 | Jecohen & Co., Llc CRD 173878 | New Orleans, LA | Wealth Manager · Boutique (under $100M) | $77.8M | 246 | 657 | 10 | 07/29/2026 | ☆ |