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 |
|---|---|---|---|---|---|---|---|---|---|
| 17551 | Keystone Wealth Management Services Inc CRD 262789 | Glen Mills, PA | Investment Adviser · Boutique (under $100M) | $77.7M | 32 | 32 | 1 | 02/19/2026 | ☆ |
| 17552 | Arrowhead Investment Management Llc CRD 285032 | White Plains, NY | Private Fund Manager · Boutique (under $100M) | $77.6M | 1 | 1 | 4 | 03/11/2026 | ☆ |
| 17553 | Alignment Financial Group, Llc CRD 306644 | Wealth Manager · Boutique (under $100M) | $77.6M | 62 | 110 | 1 | 03/25/2026 | ☆ | |
| 17554 | Ethos Capital Group, Llc CRD 149579 | Little Rock, AR | Wealth Manager · Boutique (under $100M) | $77.6M | 128 | 341 | 3 | 03/26/2026 | ☆ |
| 17555 | Bleeck Financial Management, Inc. CRD 132124 | Carmel, CA | Wealth Manager · Boutique (under $100M) | $77.6M | 15 | 45 | 1 | 03/16/2026 | ☆ |
| 17556 | Connective Wealth Partners, Llc CRD 335624 | Wealth Manager · Boutique (under $100M) | $77.6M | 316 | 619 | 12 | 04/30/2026 | ☆ | |
| 17557 | Coast Bridge Capital, Llc CRD 327898 | Investment Adviser · Boutique (under $100M) | $77.5M | 60 | 168 | 2 | 01/22/2026 | ☆ | |
| 17558 | United Success Llc CRD 327031 | Chatham, NJ | Wealth Manager · Boutique (under $100M) | $77.5M | 63 | 147 | 4 | 03/23/2026 | ☆ |
| 17559 | Comprehensive Capital Management, Inc. CRD 119890 | Totowa, NJ | Wealth Manager · Boutique (under $100M) | $77.5M | 2,334 | 2,334 | 11 | 06/04/2026 | ☆ |
| 17560 | Asset Planners, Inc. CRD 141330 | Clayton, MO | Wealth Manager · Boutique (under $100M) | $77.5M | 35 | 35 | 2 | 05/14/2026 | ☆ |
| 17561 | Inspired Financial Planners, Llc CRD 305122 | Wealth Manager · Boutique (under $100M) | $77.5M | 34 | 157 | 3 | 03/13/2026 | ☆ | |
| 17562 | Hammer And Company, Llc CRD 107787 | Wealth Manager · Boutique (under $100M) | $77.5M | 15 | 31 | 2 | 03/23/2026 | ☆ | |
| 17563 | Peak Investment Solutions, Llc CRD 134846 | Roseville, CA | Wealth Manager · Boutique (under $100M) | $77.4M | 84 | 140 | 4 | 03/06/2026 | ☆ |
| 17564 | Cairn Financial Group Llc CRD 299889 | Wealth Manager · Boutique (under $100M) | $77.4M | 190 | 671 | 4 | 04/19/2026 | ☆ | |
| 17565 | Aaron Brask Capital Llc CRD 155472 | Lake Worth Beach, FL | Wealth Manager · Boutique (under $100M) | $77.4M | 42 | 149 | 2 | 05/04/2026 | ☆ |
| 17566 | Atlas Investment Advisory Llc CRD 284935 | Canton, GA | Insurance-Affiliated · Boutique (under $100M) | $77.4M | 227 | 146 | 1 | 07/27/2026 | ☆ |
| 17567 | Dhamma Capital, Llc CRD 302037 | Wealth Manager · Boutique (under $100M) | $77.4M | 53 | 150 | 1 | 03/05/2026 | ☆ | |
| 17568 | Financial Freedom Capital Management Llp CRD 174385 | Wealth Manager · Boutique (under $100M) | $77.4M | 279 | 234 | 1 | 03/30/2026 | ☆ | |
| 17569 | Maureen A. Whelan CRD 140357 | Wealth Manager · Boutique (under $100M) | $77.4M | 46 | 148 | 1 | 03/02/2026 | ☆ | |
| 17570 | Open Range Financial Group, Llc CRD 175296 | Waco, TX | Wealth Manager · Boutique (under $100M) | $77.3M | 71 | 207 | 3 | 07/30/2026 | ☆ |
| 17571 | Gps Financial, Llc CRD 290227 | Pittsford, NY | Wealth Manager · Boutique (under $100M) | $77.3M | 263 | 563 | 2 | 03/17/2026 | ☆ |
| 17572 | Badger Capital Advisors, Llc CRD 158410 | Driggs, ID | Wealth Manager · Boutique (under $100M) | $77.2M | 34 | 33 | 1 | 04/23/2026 | ☆ |
| 17573 | O'bannon & Davis Inc CRD 134005 | Williamsville, NY | Insurance-Affiliated · Boutique (under $100M) | $77.2M | 473 | 473 | 5 | 03/30/2026 | ☆ |
| 17574 | Palm Capital Group Llc CRD 333395 | Wealth Manager · Boutique (under $100M) | $77.2M | 37 | 37 | 1 | 03/31/2026 | ☆ | |
| 17575 | Objective Wealth, Llc CRD 305321 | Wealth Manager · Boutique (under $100M) | $77.2M | 69 | 234 | 1 | 02/28/2026 | ☆ | |
| 17576 | Wealthboost Advisors, Llc CRD 285273 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $77.2M | 41 | 196 | 2 | 02/04/2026 | ☆ |
| 17577 | Integrity Wealth Management, Inc. CRD 137803 | Sarasota, FL | Insurance-Affiliated · Boutique (under $100M) | $77.2M | 110 | 231 | 4 | 03/26/2026 | ☆ |
| 17578 | Palmer Square Private Credit Management Llc CRD 324817 | Mission Woods, KS | Private Fund Manager · Boutique (under $100M) | $77.2M | 1 | 1 | 76 | 03/31/2026 | ☆ |
| 17579 | Vitality Capital Management, Llc CRD 284276 | South Jordan, UT | Wealth Manager · Boutique (under $100M) | $77.2M | 197 | 793 | 3 | 03/31/2026 | ☆ |
| 17580 | Aberle Investment Management Llc CRD 286421 | Wealth Manager · Boutique (under $100M) | $77.2M | 67 | 189 | 3 | 03/13/2026 | ☆ | |
| 17581 | Gk Capital Partners Llc CRD 150604 | Olympia, WA | Wealth Manager · Boutique (under $100M) | $77.1M | 74 | 74 | 2 | 03/27/2026 | ☆ |
| 17582 | Your Financial Advocate, Llc CRD 331376 | Wealth Manager · Boutique (under $100M) | $77.1M | 75 | 187 | 1 | 02/04/2026 | ☆ | |
| 17583 | Lashley Wealth Management Inc. CRD 328154 | Sarasota, FL | Wealth Manager · Boutique (under $100M) | $77.1M | 54 | 54 | 3 | 07/14/2026 | ☆ |
| 17584 | Sherman Investment Advisors Llc CRD 152955 | Oregon City, OR | Wealth Manager · Boutique (under $100M) | $77.1M | 356 | 356 | 3 | 03/26/2026 | ☆ |
| 17585 | Cavacco, Alfred, Leo CRD 131686 | Plymouth, MA | Wealth Manager · Boutique (under $100M) | $77.1M | 85 | 85 | 1 | 01/07/2026 | ☆ |
| 17586 | Decade Perspective Capital Management Llc CRD 150717 | Wealth Manager · Boutique (under $100M) | $77.0M | 270 | 595 | 1 | 01/21/2026 | ☆ | |
| 17587 | Walton Rahal Cpas Pllc CRD 142545 | Boca Raton, FL | Wealth Manager · Boutique (under $100M) | $77.0M | 40 | 125 | 8 | 01/09/2026 | ☆ |
| 17588 | Lakeshore Wealth Management Llc CRD 331324 | Lake Lotawana, MO | Insurance-Affiliated · Boutique (under $100M) | $77.0M | 408 | 825 | 3 | 07/28/2026 | ☆ |
| 17589 | Strategic Investment Advisors, Ltd. CRD 114888 | Cape Girardeau, MO | Wealth Manager · Boutique (under $100M) | $76.9M | 301 | 477 | 1 | 03/23/2026 | ☆ |
| 17590 | Stout Capital Management Llc CRD 120587 | Encinitas, CA | Wealth Manager · Boutique (under $100M) | $76.9M | 36 | 110 | 2 | 01/26/2026 | ☆ |
| 17591 | Olimpio Neu & Associates, Inc. CRD 114752 | Frisco, TX | Wealth Manager · Boutique (under $100M) | $76.9M | 73 | 243 | 3 | 02/23/2026 | ☆ |
| 17592 | Mrm Financial Advisors, Llc CRD 290753 | Frisco, TX | Insurance-Affiliated · Boutique (under $100M) | $76.9M | 53 | 53 | 3 | 03/23/2026 | ☆ |
| 17593 | Gulfcoast Financial Services, Inc. CRD 137201 | Lake City, FL | Wealth Manager · Boutique (under $100M) | $76.9M | 282 | 398 | 7 | 03/04/2026 | ☆ |
| 17594 | Omnia Finance, Llc CRD 159820 | Fargo, ND | Investment Adviser · Boutique (under $100M) | $76.8M | 2 | 2 | 1 | 03/23/2026 | ☆ |
| 17595 | Westlake Wealth Management Llc CRD 308915 | Seattle, WA | Wealth Manager · Boutique (under $100M) | $76.8M | 74 | 253 | 3 | 06/25/2026 | ☆ |
| 17596 | Fbd Asset Mgmt, Llc CRD 307216 | Bloomington, MN | Wealth Manager · Boutique (under $100M) | $76.8M | 137 | 137 | 1 | 03/30/2026 | ☆ |
| 17597 | Coyne Capital Management, Llc CRD 152814 | Westlake, OH | Wealth Manager · Boutique (under $100M) | $76.8M | 28 | 108 | 1 | 03/30/2026 | ☆ |
| 17598 | Stout Capital Management Llc CRD 342154 | Encinitas, CA | Wealth Manager · Boutique (under $100M) | $76.7M | 37 | 111 | 2 | 07/16/2026 | ☆ |
| 17599 | Integrated Planning Llc CRD 325050 | Aiken, SC | Wealth Manager · Boutique (under $100M) | $76.7M | 161 | 262 | 2 | 03/24/2026 | ☆ |
| 17600 | Pope Financial Planning, Llc CRD 310296 | Lakewood Ranch, FL | Wealth Manager · Boutique (under $100M) | $76.7M | 82 | 244 | 1 | 01/02/2026 | ☆ |