Investment advisers
44,603 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 |
|---|---|---|---|---|---|---|---|---|---|
| 17751 | Probitas Financial CRD 143819 | Newport Beach, CA | Insurance-Affiliated · Boutique (under $100M) | $74.7M | 54 | 145 | 2 | 03/09/2026 | ☆ |
| 17752 | Satori Wealth Management, Inc. CRD 287979 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $74.7M | 33 | 127 | 2 | 04/27/2026 | ☆ |
| 17753 | Piermani Charles J Associates CRD 105942 | Norristown, PA | Wealth Manager · Boutique (under $100M) | $74.6M | 252 | 252 | 1 | 01/21/2026 | ☆ |
| 17754 | Lifestage Wealth Management, Inc. CRD 116143 | Coon Rapids, MN | Wealth Manager · Boutique (under $100M) | $74.6M | 119 | 377 | 2 | 06/16/2026 | ☆ |
| 17755 | Stratus Capital Management, Llc CRD 169038 | Wealth Manager · Boutique (under $100M) | $74.6M | 31 | 76 | 5 | 02/09/2026 | ☆ | |
| 17756 | Calyx Capital Advisors, Llc CRD 152228 | Wealth Manager · Boutique (under $100M) | $74.6M | 52 | 52 | 2 | 04/07/2026 | ☆ | |
| 17757 | Sarasota Capital Strategies,Inc. CRD 125951 | Osprey, FL | Insurance-Affiliated · Boutique (under $100M) | $74.6M | 137 | 225 | 3 | 03/31/2026 | ☆ |
| 17758 | Blue River South, Llc CRD 155807 | Wealth Manager · Boutique (under $100M) | $74.6M | 22 | 22 | 1 | 02/22/2026 | ☆ | |
| 17759 | Interwest Investment Advisors, Inc CRD 142840 | Boise, ID | Wealth Manager · Boutique (under $100M) | $74.6M | 420 | 718 | 1 | 07/22/2026 | ☆ |
| 17760 | Ronald Gelok & Associates, Llc CRD 290950 | Naples, FL | Wealth Manager · Boutique (under $100M) | $74.6M | 230 | 362 | 11 | 05/28/2026 | ☆ |
| 17761 | Cassini Capital Management, Llc CRD 287861 | Tallahassee, FL | Wealth Manager · Boutique (under $100M) | $74.5M | 44 | 110 | 3 | 03/19/2026 | ☆ |
| 17762 | Murawski Wealth Management, Llc CRD 332094 | Los Angeles, CA | Wealth Manager · Boutique (under $100M) | $74.5M | 112 | 197 | 1 | 03/25/2026 | ☆ |
| 17763 | N CRD 339823 | Private Fund Manager · Boutique (under $100M) | $74.5M | 3 | 3 | 3 | 04/02/2026 | ☆ | |
| 17764 | Rcn Wealth Advisors, Inc. CRD 163562 | Wealth Manager · Boutique (under $100M) | $74.5M | 54 | 174 | 1 | 04/29/2026 | ☆ | |
| 17765 | Treussard Capital Management Llc CRD 326105 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $74.5M | 20 | 50 | 1 | 01/28/2026 | ☆ |
| 17766 | Summit Advisors, Llc CRD 144486 | Canonsburg, PA | Wealth Manager · Boutique (under $100M) | $74.4M | 103 | 173 | 6 | 06/16/2026 | ☆ |
| 17767 | Propartners Wealth Llc CRD 309875 | Columbia, MO | Wealth Manager · Boutique (under $100M) | $74.4M | 164 | 347 | 6 | 08/06/2026 | ☆ |
| 17768 | Jps Global Investments, Llc CRD 142974 | Wealth Manager · Boutique (under $100M) | $74.4M | 79 | 248 | 1 | 03/31/2026 | ☆ | |
| 17769 | Rpm Capital Management, Llc CRD 164200 | Wealth Manager · Boutique (under $100M) | $74.3M | 148 | 148 | 2 | 08/04/2026 | ☆ | |
| 17770 | Lytle Investment Services Corp. CRD 297591 | Grand Island, NY | Wealth Manager · Boutique (under $100M) | $74.3M | 204 | 350 | 5 | 03/09/2026 | ☆ |
| 17771 | Saber And Shield Wealth Management, L.L.C CRD 291176 | Garden Ridge, TX | Wealth Manager · Boutique (under $100M) | $74.3M | 161 | 654 | 4 | 03/30/2026 | ☆ |
| 17772 | Truewater Wealth, P.A. CRD 142080 | Ponte Vedra Beach, FL | Wealth Manager · Boutique (under $100M) | $74.3M | 139 | 336 | 7 | 07/20/2026 | ☆ |
| 17773 | Rpata, Llc CRD 285598 | Wealth Manager · Boutique (under $100M) | $74.2M | 37 | 347 | 5 | 03/25/2026 | ☆ | |
| 17774 | Alternative Strategies Group, Inc. CRD 169949 | Sioux Falls, SD | Wealth Manager · Boutique (under $100M) | $74.2M | 687 | 796 | 1 | 03/10/2026 | ☆ |
| 17775 | Wealth Wise, Inc. CRD 126918 | Johnson City, TN | Wealth Manager · Boutique (under $100M) | $74.2M | 176 | 376 | 4 | 03/30/2026 | ☆ |
| 17776 | Hawley Advisors, Llc CRD 139335 | Walnut Creek, CA | Wealth Manager · Boutique (under $100M) | $74.2M | 59 | 151 | 3 | 04/13/2026 | ☆ |
| 17777 | Reynolds Capital Management, Llc CRD 107711 | Las Vegas, NV | Mutual Fund / Asset Manager · Boutique (under $100M) | $74.2M | 2 | 2 | 1 | 01/30/2026 | ☆ |
| 17778 | Investors Capital Management Inc CRD 110823 | Darien, CT | Wealth Manager · Boutique (under $100M) | $74.1M | 47 | 111 | 2 | 02/24/2026 | ☆ |
| 17779 | Wright Private Asset Management Llc CRD 139570 | Shelton, CT | Investment Adviser · Boutique (under $100M) | $74.1M | 36 | 74 | 23 | 05/11/2026 | ☆ |
| 17780 | Aspire Wealth Advisory, Llc CRD 307098 | Caledonia, MI | Insurance-Affiliated · Boutique (under $100M) | $74.1M | 140 | 478 | 5 | 08/11/2026 | ☆ |
| 17781 | Thompson Financial Llc CRD 282915 | Wealth Manager · Boutique (under $100M) | $74.1M | 225 | 225 | 1 | 06/16/2026 | ☆ | |
| 17782 | Atlas Wealth Management, Llc CRD 160433 | Insurance-Affiliated · Boutique (under $100M) | $74.1M | 111 | 111 | 3 | 06/30/2026 | ☆ | |
| 17783 | Mfac Financial Advisors, Inc. CRD 114519 | Westlake Village, CA | Wealth Manager · Boutique (under $100M) | $74.1M | 13 | 58 | 2 | 03/20/2026 | ☆ |
| 17784 | Advanced Investments CRD 112924 | Englewood, CO | Insurance-Affiliated · Boutique (under $100M) | $74.1M | 112 | 544 | 2 | 12/09/2025 | ☆ |
| 17785 | Desimone Investments, Llc CRD 156990 | Wealth Manager · Boutique (under $100M) | $74.0M | 112 | 248 | 1 | 02/18/2026 | ☆ | |
| 17786 | Troy Christian Ferguson CRD 131538 | Wealth Manager · Boutique (under $100M) | $74.0M | 170 | 298 | 1 | 02/18/2026 | ☆ | |
| 17787 | Westerman, Mark Lee CRD 141887 | Wealth Manager · Boutique (under $100M) | $74.0M | 41 | 41 | 1 | 03/24/2026 | ☆ | |
| 17788 | Scarecrow Advisors, Llc CRD 307469 | Savage, MN | Wealth Manager · Boutique (under $100M) | $74.0M | 247 | 459 | 5 | 06/03/2026 | ☆ |
| 17789 | Wegner Asset Management, Llc CRD 110866 | Wealth Manager · Boutique (under $100M) | $74.0M | 51 | 198 | 1 | 03/25/2026 | ☆ | |
| 17790 | Unique Financial Advisors Llc CRD 174124 | Holmdel, NJ | Wealth Manager · Boutique (under $100M) | $74.0M | 49 | 49 | 3 | 01/11/2026 | ☆ |
| 17791 | Vivaan Llc CRD 283807 | Wealth Manager · Boutique (under $100M) | $74.0M | 65 | 156 | 1 | 02/05/2026 | ☆ | |
| 17792 | Jansson Financial Services, Inc. CRD 127786 | Warner Robins, GA | Insurance-Affiliated · Boutique (under $100M) | $74.0M | 207 | 207 | 3 | 03/27/2026 | ☆ |
| 17793 | Eckman Wealth Management, Llc CRD 159934 | Wealth Manager · Boutique (under $100M) | $73.9M | 287 | 605 | 5 | 07/14/2026 | ☆ | |
| 17794 | Curtin Financial Management, Inc. CRD 125545 | Wealth Manager · Boutique (under $100M) | $73.9M | 25 | 137 | 1 | 04/20/2026 | ☆ | |
| 17795 | 9 Stream Capital Partners Llc CRD 340394 | Leawood, KS | Private Fund Manager · Boutique (under $100M) | $73.9M | 3 | 3 | 3 | 03/06/2026 | ☆ |
| 17796 | Prosperifi CRD 292771 | Des Plaines, IL | Wealth Manager · Boutique (under $100M) | $73.9M | 88 | 234 | 4 | 04/03/2026 | ☆ |
| 17797 | Oceanus Capital Partners, Llc CRD 314081 | Ponte Vedra Beach, FL | Wealth Manager · Boutique (under $100M) | $73.9M | 27 | 83 | 1 | 03/17/2026 | ☆ |
| 17798 | De Luchi, Stephen Frank CRD 125899 | Wealth Manager · Boutique (under $100M) | $73.8M | 24 | 62 | 1 | 04/07/2026 | ☆ | |
| 17799 | Thompson Private Wealth, Inc. CRD 172142 | Sioux Falls, SD | Wealth Manager · Boutique (under $100M) | $73.8M | 189 | 557 | 1 | 03/25/2026 | ☆ |
| 17800 | Reye Partners Asset Management Llc CRD 135338 | Wealth Manager · Boutique (under $100M) | $73.8M | 21 | 61 | 1 | 03/09/2026 | ☆ |