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 |
|---|---|---|---|---|---|---|---|---|---|
| 17851 | Aquilino Michael Domenic CRD 125868 | Boston, MA | Wealth Manager · Boutique (under $100M) | $72.9M | 55 | 55 | 2 | 03/31/2026 | ☆ |
| 17852 | Bbwyatt Llc CRD 309482 | Arlington, WA | Wealth Manager · Boutique (under $100M) | $72.9M | 118 | 118 | 1 | 02/20/2026 | ☆ |
| 17853 | Financial Advisors Consortium, Inc. CRD 141081 | Pittsburgh, PA | Wealth Manager · Boutique (under $100M) | $72.9M | 134 | 327 | 3 | 03/30/2026 | ☆ |
| 17854 | Pac Capital, Llc CRD 305303 | Wealth Manager · Boutique (under $100M) | $72.9M | 43 | 171 | 2 | 03/29/2026 | ☆ | |
| 17855 | Kraus Capital Management, Llc CRD 282797 | San Antonio, TX | Wealth Manager · Boutique (under $100M) | $72.9M | 180 | 180 | 2 | 03/17/2026 | ☆ |
| 17856 | Oakvale Investments Inc. CRD 113450 | Wealth Manager · Boutique (under $100M) | $72.9M | 29 | 60 | 1 | 03/30/2026 | ☆ | |
| 17857 | Schayot Financial Llc CRD 337315 | Metairie, LA | Wealth Manager · Boutique (under $100M) | $72.8M | 114 | 323 | 1 | 03/23/2026 | ☆ |
| 17858 | Roche Financial Partners Llc CRD 133604 | Wealth Manager · Boutique (under $100M) | $72.8M | 46 | 136 | 1 | 01/14/2026 | ☆ | |
| 17859 | The Naarden Financial Group, Llc CRD 115588 | Pocatello, ID | Wealth Manager · Boutique (under $100M) | $72.7M | 425 | 644 | 4 | 03/26/2026 | ☆ |
| 17860 | Horizons Financial Planning Llc CRD 308216 | Midland, TX | Wealth Manager · Boutique (under $100M) | $72.7M | 72 | 230 | 1 | 04/01/2026 | ☆ |
| 17861 | Meridian Financial Services, Inc. CRD 175393 | Insurance-Affiliated · Boutique (under $100M) | $72.7M | 60 | 105 | 5 | 02/11/2026 | ☆ | |
| 17862 | Jcb Financial, Inc. CRD 140902 | Wealth Manager · Boutique (under $100M) | $72.7M | 67 | 183 | 1 | 03/19/2025 | ☆ | |
| 17863 | Farnsley Wealth Management, Llc CRD 125538 | Port St. Joe, FL | Insurance-Affiliated · Boutique (under $100M) | $72.7M | 127 | 113 | 3 | 03/18/2026 | ☆ |
| 17864 | Bycoff Group Llc CRD 334192 | Wealth Manager · Boutique (under $100M) | $72.6M | 62 | 71 | 2 | 03/31/2026 | ☆ | |
| 17865 | Investus Financial Planning, Inc. CRD 140153 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $72.6M | 70 | 70 | 1 | 01/23/2026 | ☆ |
| 17866 | Periphas Capital, Lp CRD 291980 | New York, NY | Private Fund Manager · Boutique (under $100M) | $72.6M | 5 | 5 | 4 | 03/27/2026 | ☆ |
| 17867 | Lifecraft, Llc CRD 329797 | Sunrise, FL | Wealth Manager · Boutique (under $100M) | $72.6M | 124 | 323 | 3 | 06/09/2026 | ☆ |
| 17868 | Volkman Wealth Management, Llc CRD 309438 | Wealth Manager · Boutique (under $100M) | $72.6M | 60 | 124 | 1 | 01/09/2026 | ☆ | |
| 17869 | Plectrum Advisers Llc CRD 283181 | Wealth Manager · Boutique (under $100M) | $72.5M | 76 | 209 | 2 | 03/17/2026 | ☆ | |
| 17870 | Stone Securities Inc. CRD 162909 | Clarks Green, PA | Wealth Manager · Boutique (under $100M) | $72.5M | 103 | 103 | 4 | 07/09/2026 | ☆ |
| 17871 | Atlas Lifestyle Planning Group Llc CRD 305278 | Colorado Springs, CO | Wealth Manager · Boutique (under $100M) | $72.5M | 180 | 180 | 1 | 08/14/2026 | ☆ |
| 17872 | Mdrn Wealth Llc CRD 323177 | Venice, CA | Wealth Manager · Boutique (under $100M) | $72.5M | 87 | 454 | 2 | 08/12/2026 | ☆ |
| 17873 | Hebert Advisory Services Inc CRD 106120 | Littleton, CO | Wealth Manager · Boutique (under $100M) | $72.4M | 88 | 143 | 5 | 03/26/2026 | ☆ |
| 17874 | Wpm Wealth Advisors Llc CRD 316722 | Saratoga Springs, NY | Wealth Manager · Boutique (under $100M) | $72.4M | 353 | 353 | 3 | 02/06/2026 | ☆ |
| 17875 | Lorintine Capital, Lp CRD 151204 | Dallas, TX | Investment Adviser · Boutique (under $100M) | $72.4M | 49 | 54 | 3 | 01/30/2026 | ☆ |
| 17876 | Planning Associates Wealth Management, Llc CRD 305339 | Metairie, LA | Wealth Manager · Boutique (under $100M) | $72.3M | 84 | 263 | 3 | 03/31/2026 | ☆ |
| 17877 | Trasatti Wealth Planning, Llc CRD 139668 | Baltimore, MD | Wealth Manager · Boutique (under $100M) | $72.3M | 59 | 155 | 1 | 03/30/2026 | ☆ |
| 17878 | Safe Money Solutions, Llc CRD 283832 | Institutional / Pension Advisor · Boutique (under $100M) | $72.3M | 6 | 7 | 2 | 01/20/2026 | ☆ | |
| 17879 | N CRD 285763 | Wealth Manager · Boutique (under $100M) | $72.3M | 102 | 101 | 2 | 08/07/2025 | ☆ | |
| 17880 | Irving Planning & Investments, Ltd. CRD 109978 | Centennial, CO | Wealth Manager · Boutique (under $100M) | $72.3M | 126 | 337 | 2 | 02/17/2026 | ☆ |
| 17881 | Burkart Financial Group, Inc. CRD 290579 | St. Petersburg, FL | Wealth Manager · Boutique (under $100M) | $72.2M | 48 | 48 | 1 | 07/20/2026 | ☆ |
| 17882 | Rise Wealth Partners Llc CRD 327073 | Mechanicsville, VA | Wealth Manager · Boutique (under $100M) | $72.2M | 210 | 533 | 1 | 03/27/2026 | ☆ |
| 17883 | Monroe Wealth Management Llc CRD 300513 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $72.2M | 55 | 299 | 1 | 05/13/2026 | ☆ |
| 17884 | Aurora Pointe Capital Management, Llc CRD 318928 | Vienna, VA | Wealth Manager · Boutique (under $100M) | $72.2M | 10 | 35 | 1 | 08/07/2026 | ☆ |
| 17885 | Forever Financial Advisors, Llc CRD 134486 | Wealth Manager · Boutique (under $100M) | $72.2M | 48 | 268 | 1 | 03/30/2026 | ☆ | |
| 17886 | N CRD 131435 | Wealth Manager · Boutique (under $100M) | $72.2M | 194 | 194 | 2 | 03/21/2025 | ☆ | |
| 17887 | Seastrunk Financial Management, Llc CRD 149660 | Florence, SC | Wealth Manager · Boutique (under $100M) | $72.2M | 161 | 321 | 2 | 07/13/2026 | ☆ |
| 17888 | Titan Financial Services, Llc CRD 129384 | Emerson, NJ | Insurance-Affiliated · Boutique (under $100M) | $72.2M | 473 | 473 | 1 | 02/12/2026 | ☆ |
| 17889 | Saint Louis Investment Advisors Inc CRD 107101 | Collinsville, IL | Wealth Manager · Boutique (under $100M) | $72.2M | 150 | 254 | 1 | 03/06/2026 | ☆ |
| 17890 | R. Seeger Wealth Management, Ltd CRD 152258 | Lindenhurst, NY | Wealth Manager · Boutique (under $100M) | $72.1M | 67 | 67 | 1 | 02/12/2026 | ☆ |
| 17891 | Convergent Financial Group, Llc CRD 290052 | Mount Pleasant, SC | Wealth Manager · Boutique (under $100M) | $72.1M | 210 | 370 | 3 | 01/14/2026 | ☆ |
| 17892 | Buckeye Wealth Management Llc CRD 143638 | Westerville, OH | Insurance-Affiliated · Boutique (under $100M) | $72.1M | 252 | 580 | 4 | 01/22/2026 | ☆ |
| 17893 | Boulder Wealth Management, Llc CRD 147809 | Overland Park, KS | Wealth Manager · Boutique (under $100M) | $72.1M | 144 | 311 | 3 | 03/25/2026 | ☆ |
| 17894 | Greenport Financial Advisers Inc CRD 105328 | North Canton, OH | Wealth Manager · Boutique (under $100M) | $72.1M | 130 | 130 | 3 | 03/05/2026 | ☆ |
| 17895 | Ashe Benefits 401(k) Advisory Services, Ltd. CRD 289513 | Naperville, IL | Institutional / Pension Advisor · Boutique (under $100M) | $72.1M | 1 | 1 | 1 | 03/06/2026 | ☆ |
| 17896 | Stylus Capital Llc CRD 282156 | Istanbul | Wealth Manager · Boutique (under $100M) | $72.0M | 64 | 64 | 1 | 03/04/2026 | ☆ |
| 17897 | Affinity Financial Advisory, Llc CRD 134034 | Allen Park, MI | Wealth Manager · Boutique (under $100M) | $72.0M | 121 | 485 | 2 | 03/25/2026 | ☆ |
| 17898 | Messina Wealth Management, Llc CRD 332216 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $72.0M | 96 | 207 | 2 | 06/11/2026 | ☆ |
| 17899 | Franco Financial Advisors, Inc. CRD 137587 | New York, NY | Wealth Manager · Boutique (under $100M) | $72.0M | 39 | 108 | 3 | 03/03/2026 | ☆ |
| 17900 | Clear Value Financial Llc CRD 298145 | Wealth Manager · Boutique (under $100M) | $72.0M | 62 | 230 | 2 | 08/11/2026 | ☆ |