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 |
|---|---|---|---|---|---|---|---|---|---|
| 17551 | Queenbridge Capital, Llc CRD 324027 | Pittsford, NY | Wealth Manager · Boutique (under $100M) | $79.1M | 58 | 137 | 3 | 04/09/2026 | ☆ |
| 17552 | Ace Wealth Partners, Llc CRD 153595 | Westminster, CO | Wealth Manager · Boutique (under $100M) | $79.1M | 68 | 303 | 2 | 02/26/2026 | ☆ |
| 17553 | Adair Financial Private Client Group Llc CRD 306300 | Insurance-Affiliated · Boutique (under $100M) | $79.0M | 57 | 75 | 2 | 02/27/2026 | ☆ | |
| 17554 | Branch Capital Management Llc CRD 281681 | Holland, MI | Wealth Manager · Boutique (under $100M) | $79.0M | 91 | 241 | 3 | 03/25/2026 | ☆ |
| 17555 | Mcguigan Financial, Llc CRD 299624 | Wealth Manager · Boutique (under $100M) | $79.0M | 163 | 300 | 1 | 02/17/2026 | ☆ | |
| 17556 | Florin Group, Llc CRD 168196 | Mclean, VA | Wealth Manager · Boutique (under $100M) | $79.0M | 81 | 320 | 4 | 01/30/2026 | ☆ |
| 17557 | John Line, Cpa, Inc. CRD 311399 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $79.0M | 75 | 200 | 2 | 03/17/2026 | ☆ |
| 17558 | Aspire Private Wealth Counsel, Llc CRD 282582 | Knoxville, TN | Wealth Manager · Boutique (under $100M) | $79.0M | 49 | 201 | 5 | 06/11/2026 | ☆ |
| 17559 | Pathway Partners Wealth Advisors, Llc CRD 323507 | Amherst, NY | Insurance-Affiliated · Boutique (under $100M) | $78.9M | 367 | 635 | 8 | 01/27/2026 | ☆ |
| 17560 | Taos Investment Advisors, Llc CRD 158056 | Chicago, IL | Insurance-Affiliated · Boutique (under $100M) | $78.9M | 116 | 116 | 2 | 01/22/2026 | ☆ |
| 17561 | Partner Wealth Planning, Llc CRD 287972 | Insurance-Affiliated · Boutique (under $100M) | $78.9M | 35 | 162 | 1 | 01/19/2026 | ☆ | |
| 17562 | Firebrand Wealth Management, Llc CRD 292154 | Redmond, WA | Wealth Manager · Boutique (under $100M) | $78.9M | 100 | 104 | 5 | 03/23/2026 | ☆ |
| 17563 | Abundant Wealth Capital Management, Llc CRD 292295 | Las Vegas, NV | Wealth Manager · Boutique (under $100M) | $78.9M | 78 | 278 | 2 | 03/23/2026 | ☆ |
| 17564 | Wealth Management Associates, Inc. CRD 123949 | Lincolnshire, IL | Wealth Manager · Boutique (under $100M) | $78.8M | 11 | 47 | 2 | 08/14/2025 | ☆ |
| 17565 | Capital Management Group, Inc. CRD 109898 | Wheaton, IL | Wealth Manager · Boutique (under $100M) | $78.7M | 49 | 252 | 2 | 03/27/2026 | ☆ |
| 17566 | Savoy Investment Management, Inc. CRD 117921 | Wealth Manager · Boutique (under $100M) | $78.7M | 25 | 92 | 2 | 03/31/2026 | ☆ | |
| 17567 | Empowered Retirement, Inc. CRD 169389 | Roseland, NJ | Wealth Manager · Boutique (under $100M) | $78.7M | 117 | 201 | 1 | 03/06/2026 | ☆ |
| 17568 | Centurion Advisory Group, Inc CRD 140605 | Suwanee, GA | Wealth Manager · Boutique (under $100M) | $78.7M | 91 | 337 | 4 | 05/27/2026 | ☆ |
| 17569 | Harvest Financial Group, Llc CRD 149503 | Richmond, VA | Insurance-Affiliated · Boutique (under $100M) | $78.7M | 275 | 568 | 1 | 03/31/2026 | ☆ |
| 17570 | De Koekkoek, David Glenn CRD 113080 | Chino, CA | Insurance-Affiliated · Boutique (under $100M) | $78.6M | 157 | 157 | 2 | 06/06/2026 | ☆ |
| 17571 | Twru Private Wealth Management, Llc CRD 117222 | Baton Rouge, LA | Wealth Manager · Boutique (under $100M) | $78.6M | 33 | 73 | 2 | 02/18/2026 | ☆ |
| 17572 | Longman Wealthcare Management, Llc CRD 110555 | Miami, FL | Wealth Manager · Boutique (under $100M) | $78.6M | 31 | 31 | 1 | 09/11/2026 | ☆ |
| 17573 | Future Capital Management Incorporated CRD 324378 | Castle Rock, CO | Insurance-Affiliated · Boutique (under $100M) | $78.6M | 356 | 673 | 11 | 08/20/2026 | ☆ |
| 17574 | St. Columbanus Ag CRD 169895 | Teufen | Endowment & Foundation Advisor · Boutique (under $100M) | $78.6M | 9 | 17 | 5 | 03/30/2026 | ☆ |
| 17575 | Adams Financial Concepts, Llc CRD 134545 | Seattle, WA | Wealth Manager · Boutique (under $100M) | $78.5M | 113 | 113 | 3 | 07/07/2026 | ☆ |
| 17576 | J.M. Bruderman & Company, Llc CRD 323195 | Locust Valley, NY | Wealth Manager · Boutique (under $100M) | $78.5M | 36 | 33 | 5 | 02/28/2026 | ☆ |
| 17577 | Hart Financial, Llc CRD 291530 | Akron, CO | Wealth Manager · Boutique (under $100M) | $78.5M | 423 | 620 | 1 | 02/13/2026 | ☆ |
| 17578 | Heritage Capital Partners,Inc. CRD 120748 | Charlotte, NC | Wealth Manager · Boutique (under $100M) | $78.5M | 28 | 31 | 1 | 09/16/2026 | ☆ |
| 17579 | Hutchins Canning & Company Pa CRD 118918 | Kitty Hawk, NC | Wealth Manager · Boutique (under $100M) | $78.5M | 79 | 79 | 10 | 03/18/2026 | ☆ |
| 17580 | Centurion Financial Strategies Llc CRD 316454 | Bloomington, MN | Wealth Manager · Boutique (under $100M) | $78.5M | 105 | 375 | 5 | 02/23/2026 | ☆ |
| 17581 | Elevated Retirement Financial Services Llc CRD 300106 | Wealth Manager · Boutique (under $100M) | $78.5M | 105 | 334 | 1 | 01/15/2026 | ☆ | |
| 17582 | Midwest Investment Advisors, Llc CRD 154408 | Fenton, MO | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $78.4M | 285 | 285 | 1 | 03/17/2026 | ☆ |
| 17583 | Portland Financial Planning Group, Llc CRD 116168 | Portland, ME | Wealth Manager · Boutique (under $100M) | $78.4M | 33 | 137 | 2 | 03/27/2026 | ☆ |
| 17584 | Emery Partners, Llc CRD 336787 | Boston, MA | Mutual Fund / Asset Manager · Boutique (under $100M) | $78.4M | 1 | 1 | 4 | 03/17/2026 | ☆ |
| 17585 | Jgr Financial Solutions, Llc CRD 226585 | Wealth Manager · Boutique (under $100M) | $78.3M | 93 | 258 | 1 | 04/28/2026 | ☆ | |
| 17586 | Revere Wealth Management Llc CRD 170560 | New York, NY | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $78.3M | 101 | 101 | 7 | 08/20/2026 | ☆ |
| 17587 | Smp Financial Planning, Llc CRD 315300 | Wealth Manager · Boutique (under $100M) | $78.3M | 45 | 108 | 2 | 09/24/2026 | ☆ | |
| 17588 | Amazz Investment Management, Inc. CRD 126545 | Williamsville, NY | Wealth Manager · Boutique (under $100M) | $78.3M | 120 | 120 | 1 | 03/18/2026 | ☆ |
| 17589 | Ryan Financial Solutions, Llc CRD 312269 | Tualatin, OR | Insurance-Affiliated · Boutique (under $100M) | $78.3M | 247 | 419 | 2 | 03/02/2026 | ☆ |
| 17590 | Ebersole Financial Llc CRD 171009 | Wealth Manager · Boutique (under $100M) | $78.2M | 46 | 127 | 1 | 03/15/2026 | ☆ | |
| 17591 | Pearl Lane Advisors, Llc CRD 172681 | New York, NY | Private Fund Manager · Boutique (under $100M) | $78.2M | 1 | 7 | 15 | 05/01/2026 | ☆ |
| 17592 | Copper Beech Wealth Management, Llc CRD 321059 | Mansfield, MA | Wealth Manager · Boutique (under $100M) | $78.2M | 73 | 211 | 2 | 02/13/2026 | ☆ |
| 17593 | Douglas Adams Mcclennen CRD 142602 | Wealth Manager · Boutique (under $100M) | $78.2M | 29 | 15 | 1 | 08/07/2023 | ☆ | |
| 17594 | Jersin Financial Services, Inc. CRD 126990 | Danville, CA | Wealth Manager · Boutique (under $100M) | $78.2M | 52 | 52 | 1 | 01/14/2026 | ☆ |
| 17595 | Arnold Investment Group, Llc CRD 144923 | Wealth Manager · Boutique (under $100M) | $78.2M | 34 | 86 | 2 | 03/20/2026 | ☆ | |
| 17596 | Preserve Wealth Management, Llc CRD 304125 | Wealth Manager · Boutique (under $100M) | $78.2M | 26 | 116 | 2 | 09/03/2026 | ☆ | |
| 17597 | Simplified Financial Partners, Llc CRD 331770 | Calumet, MI | Wealth Manager · Boutique (under $100M) | $78.2M | 91 | 215 | 2 | 01/21/2026 | ☆ |
| 17598 | Wilson Wealth Management, Inc. CRD 294731 | Salt Lake City, UT | Insurance-Affiliated · Boutique (under $100M) | $78.1M | 77 | 158 | 2 | 03/23/2026 | ☆ |
| 17599 | Vineyard Family Wealth, Llc CRD 312336 | Houston, TX | Wealth Manager · Boutique (under $100M) | $78.1M | 13 | 99 | 1 | 03/13/2026 | ☆ |
| 17600 | Rsd Advisors, Llc CRD 152447 | Wealth Manager · Boutique (under $100M) | $78.1M | 27 | 65 | 1 | 03/02/2026 | ☆ |