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 |
|---|---|---|---|---|---|---|---|---|---|
| 17651 | Integrity Wealth Management, Inc. CRD 137803 | Sarasota, FL | Insurance-Affiliated · Boutique (under $100M) | $77.2M | 110 | 231 | 4 | 03/26/2026 | ☆ |
| 17652 | 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 | ☆ |
| 17653 | Vitality Capital Management, Llc CRD 284276 | South Jordan, UT | Wealth Manager · Boutique (under $100M) | $77.2M | 197 | 793 | 3 | 03/31/2026 | ☆ |
| 17654 | Aberle Investment Management Llc CRD 286421 | Wealth Manager · Boutique (under $100M) | $77.2M | 67 | 189 | 3 | 03/13/2026 | ☆ | |
| 17655 | Gk Capital Partners Llc CRD 150604 | Olympia, WA | Wealth Manager · Boutique (under $100M) | $77.1M | 74 | 74 | 2 | 03/27/2026 | ☆ |
| 17656 | Your Financial Advocate, Llc CRD 331376 | Wealth Manager · Boutique (under $100M) | $77.1M | 75 | 187 | 1 | 02/04/2026 | ☆ | |
| 17657 | Sherman Investment Advisors Llc CRD 152955 | Oregon City, OR | Wealth Manager · Boutique (under $100M) | $77.1M | 356 | 356 | 3 | 03/26/2026 | ☆ |
| 17658 | Cavacco, Alfred, Leo CRD 131686 | Plymouth, MA | Wealth Manager · Boutique (under $100M) | $77.1M | 85 | 85 | 1 | 01/07/2026 | ☆ |
| 17659 | Decade Perspective Capital Management Llc CRD 150717 | Wealth Manager · Boutique (under $100M) | $77.0M | 270 | 595 | 1 | 01/21/2026 | ☆ | |
| 17660 | Walton Rahal Cpas Pllc CRD 142545 | Boca Raton, FL | Wealth Manager · Boutique (under $100M) | $77.0M | 40 | 125 | 8 | 01/09/2026 | ☆ |
| 17661 | Lakeshore Wealth Management Llc CRD 331324 | Lake Lotawana, MO | Insurance-Affiliated · Boutique (under $100M) | $77.0M | 408 | 825 | 3 | 07/28/2026 | ☆ |
| 17662 | Strategic Investment Advisors, Ltd. CRD 114888 | Cape Girardeau, MO | Wealth Manager · Boutique (under $100M) | $76.9M | 301 | 477 | 1 | 03/23/2026 | ☆ |
| 17663 | Stout Capital Management Llc CRD 120587 | Encinitas, CA | Wealth Manager · Boutique (under $100M) | $76.9M | 36 | 110 | 2 | 01/26/2026 | ☆ |
| 17664 | Olimpio Neu & Associates, Inc. CRD 114752 | Frisco, TX | Wealth Manager · Boutique (under $100M) | $76.9M | 73 | 243 | 3 | 02/23/2026 | ☆ |
| 17665 | Mrm Financial Advisors, Llc CRD 290753 | Frisco, TX | Insurance-Affiliated · Boutique (under $100M) | $76.9M | 53 | 53 | 3 | 03/23/2026 | ☆ |
| 17666 | Gulfcoast Financial Services, Inc. CRD 137201 | Lake City, FL | Wealth Manager · Boutique (under $100M) | $76.9M | 282 | 398 | 7 | 09/15/2026 | ☆ |
| 17667 | Omnia Finance, Llc CRD 159820 | Fargo, ND | Investment Adviser · Boutique (under $100M) | $76.8M | 2 | 2 | 1 | 03/23/2026 | ☆ |
| 17668 | Westlake Wealth Management Llc CRD 308915 | Seattle, WA | Wealth Manager · Boutique (under $100M) | $76.8M | 74 | 253 | 3 | 06/25/2026 | ☆ |
| 17669 | Fbd Asset Mgmt, Llc CRD 307216 | Bloomington, MN | Wealth Manager · Boutique (under $100M) | $76.8M | 137 | 137 | 1 | 03/30/2026 | ☆ |
| 17670 | Coyne Capital Management, Llc CRD 152814 | Westlake, OH | Wealth Manager · Boutique (under $100M) | $76.8M | 28 | 108 | 1 | 03/30/2026 | ☆ |
| 17671 | Stout Capital Management Llc CRD 342154 | Encinitas, CA | Wealth Manager · Boutique (under $100M) | $76.7M | 37 | 111 | 2 | 07/16/2026 | ☆ |
| 17672 | Integrated Planning Llc CRD 325050 | Aiken, SC | Wealth Manager · Boutique (under $100M) | $76.7M | 161 | 262 | 2 | 03/24/2026 | ☆ |
| 17673 | Pope Financial Planning, Llc CRD 310296 | Lakewood Ranch, FL | Wealth Manager · Boutique (under $100M) | $76.7M | 82 | 244 | 1 | 01/02/2026 | ☆ |
| 17674 | Investment Strategies, L.L.C. CRD 155481 | Wealth Manager · Boutique (under $100M) | $76.7M | 22 | 35 | 2 | 02/25/2026 | ☆ | |
| 17675 | Lyon Bern, Llc CRD 301277 | San Juan, PR | Wealth Manager · Boutique (under $100M) | $76.7M | 212 | 224 | 5 | 07/10/2026 | ☆ |
| 17676 | Dryden Capital, Llc CRD 172648 | New York, NY | Investment Adviser · Boutique (under $100M) | $76.6M | 4 | 4 | 3 | 08/27/2026 | ☆ |
| 17677 | Portside Investment Advisors, Llc CRD 294494 | Port Washington, WI | Wealth Manager · Boutique (under $100M) | $76.6M | 110 | 175 | 2 | 01/28/2026 | ☆ |
| 17678 | Highland Consulting Associates International, Inc. CRD 282906 | Cleveland, OH | Institutional / Pension Advisor · Boutique (under $100M) | $76.6M | 5 | 5 | 0 | 03/18/2026 | ☆ |
| 17679 | Kirkey & Co. Financial Advisors, Inc. CRD 121242 | Hilliard, OH | Wealth Manager · Boutique (under $100M) | $76.6M | 63 | 63 | 2 | 03/26/2026 | ☆ |
| 17680 | Cathay Capital Na, Llc CRD 268816 | New York, NY | Private Fund Manager · Boutique (under $100M) | $76.6M | 6 | 6 | 6 | 03/27/2026 | ☆ |
| 17681 | Princeton Wealth Management Alliance, Llc CRD 298614 | Princeton, NJ | Insurance-Affiliated · Boutique (under $100M) | $76.6M | 174 | 418 | 2 | 03/25/2026 | ☆ |
| 17682 | Forward Financial Llc CRD 316517 | Houston, TX | Wealth Manager · Boutique (under $100M) | $76.6M | 88 | 228 | 1 | 08/13/2026 | ☆ |
| 17683 | K&S Wealth Advisors, Llc CRD 294310 | Lubbock, TX | Wealth Manager · Boutique (under $100M) | $76.6M | 71 | 120 | 4 | 03/04/2026 | ☆ |
| 17684 | Oak Mountain Advisors Llc CRD 168087 | Chicago, IL | Private Fund Manager · Boutique (under $100M) | $76.6M | 12 | 25 | 2 | 03/23/2026 | ☆ |
| 17685 | Kaplan, Brilliant And Fransko, Llc CRD 284252 | Ann Arbor, MI | Wealth Manager · Boutique (under $100M) | $76.5M | 123 | 517 | 6 | 03/30/2026 | ☆ |
| 17686 | Bridge Capital Consulting, Llc CRD 283663 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $76.5M | 141 | 302 | 4 | 07/20/2026 | ☆ |
| 17687 | Genuine Wealth Advisors, Llc CRD 313842 | Indianapolis, IN | Wealth Manager · Boutique (under $100M) | $76.5M | 45 | 102 | 3 | 02/23/2026 | ☆ |
| 17688 | Garland And Greenwood Wealth Advisors Llc CRD 318815 | Roland, AR | Insurance-Affiliated · Boutique (under $100M) | $76.5M | 280 | 280 | 4 | 07/22/2026 | ☆ |
| 17689 | Strider Capital, Llc CRD 310923 | Wealth Manager · Boutique (under $100M) | $76.5M | 13 | 14 | 21 | 06/18/2026 | ☆ | |
| 17690 | Olson, Cross & Alamo Advisors Llc CRD 157960 | Red Bank, NJ | Wealth Manager · Boutique (under $100M) | $76.5M | 48 | 140 | 1 | 03/12/2026 | ☆ |
| 17691 | Endowment Partners Llc CRD 306325 | Las Vegas, NV | Endowment & Foundation Advisor · Boutique (under $100M) | $76.4M | 19 | 35 | 6 | 04/27/2026 | ☆ |
| 17692 | Prym Advisors Llc CRD 300090 | Fort Lauderdale, FL | Wealth Manager · Boutique (under $100M) | $76.4M | 72 | 86 | 1 | 06/08/2026 | ☆ |
| 17693 | Celestial Wealth Management, Llc CRD 311089 | Wealth Manager · Boutique (under $100M) | $76.4M | 87 | 222 | 1 | 03/09/2026 | ☆ | |
| 17694 | Audible Wealth Management Llc CRD 325559 | Silver Spring, MD | Wealth Manager · Boutique (under $100M) | $76.4M | 505 | 945 | 4 | 09/08/2026 | ☆ |
| 17695 | Wright Financial, Llc CRD 114076 | Pleasant Hill, CA | Insurance-Affiliated · Boutique (under $100M) | $76.4M | 126 | 337 | 2 | 03/25/2026 | ☆ |
| 17696 | Baughman Wealth Advisors Inc. CRD 148649 | Novato, CA | Insurance-Affiliated · Boutique (under $100M) | $76.4M | 57 | 148 | 1 | 03/24/2026 | ☆ |
| 17697 | Morgan Stevens Asset Management, Llc CRD 174928 | Wealth Manager · Boutique (under $100M) | $76.4M | 71 | 71 | 1 | 05/07/2026 | ☆ | |
| 17698 | Impact Advisors Group Llc CRD 310716 | Wealth Manager · Boutique (under $100M) | $76.4M | 98 | 98 | 3 | 03/17/2026 | ☆ | |
| 17699 | Anchor Wealth Advisors, Llc CRD 300980 | Cockeysville, MD | Wealth Manager · Boutique (under $100M) | $76.4M | 104 | 283 | 1 | 03/31/2026 | ☆ |
| 17700 | Investment Research Corp CRD 108208 | Denver, CO | Wealth Manager · Boutique (under $100M) | $76.3M | 166 | 166 | 21 | 03/30/2026 | ☆ |