Investment advisers
45,163 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 | 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 | ☆ |
| 17852 | Truewater Wealth, P.A. CRD 142080 | Ponte Vedra Beach, FL | Wealth Manager · Boutique (under $100M) | $74.3M | 139 | 336 | 7 | 07/20/2026 | ☆ |
| 17853 | Rpata, Llc CRD 285598 | Wealth Manager · Boutique (under $100M) | $74.2M | 37 | 347 | 5 | 03/25/2026 | ☆ | |
| 17854 | Alternative Strategies Group, Inc. CRD 169949 | Sioux Falls, SD | Wealth Manager · Boutique (under $100M) | $74.2M | 687 | 796 | 1 | 03/10/2026 | ☆ |
| 17855 | Wealth Wise, Inc. CRD 126918 | Johnson City, TN | Wealth Manager · Boutique (under $100M) | $74.2M | 176 | 376 | 4 | 03/30/2026 | ☆ |
| 17856 | Hawley Advisors, Llc CRD 139335 | Walnut Creek, CA | Wealth Manager · Boutique (under $100M) | $74.2M | 59 | 151 | 3 | 04/13/2026 | ☆ |
| 17857 | Reynolds Capital Management, Llc CRD 107711 | Las Vegas, NV | Mutual Fund / Asset Manager · Boutique (under $100M) | $74.2M | 2 | 2 | 1 | 01/30/2026 | ☆ |
| 17858 | Investors Capital Management Inc CRD 110823 | Darien, CT | Wealth Manager · Boutique (under $100M) | $74.1M | 47 | 111 | 2 | 02/24/2026 | ☆ |
| 17859 | Wright Private Asset Management Llc CRD 139570 | Shelton, CT | Investment Adviser · Boutique (under $100M) | $74.1M | 36 | 74 | 23 | 05/11/2026 | ☆ |
| 17860 | Aspire Wealth Advisory, Llc CRD 307098 | Caledonia, MI | Insurance-Affiliated · Boutique (under $100M) | $74.1M | 140 | 478 | 5 | 08/11/2026 | ☆ |
| 17861 | Thompson Financial Llc CRD 282915 | Wealth Manager · Boutique (under $100M) | $74.1M | 225 | 225 | 1 | 06/16/2026 | ☆ | |
| 17862 | Atlas Wealth Management, Llc CRD 160433 | Insurance-Affiliated · Boutique (under $100M) | $74.1M | 111 | 111 | 3 | 06/30/2026 | ☆ | |
| 17863 | Mfac Financial Advisors, Inc. CRD 114519 | Westlake Village, CA | Wealth Manager · Boutique (under $100M) | $74.1M | 13 | 58 | 2 | 03/20/2026 | ☆ |
| 17864 | Advanced Investments CRD 112924 | Englewood, CO | Insurance-Affiliated · Boutique (under $100M) | $74.1M | 112 | 544 | 2 | 12/09/2025 | ☆ |
| 17865 | Desimone Investments, Llc CRD 156990 | Wealth Manager · Boutique (under $100M) | $74.0M | 112 | 248 | 1 | 02/18/2026 | ☆ | |
| 17866 | Troy Christian Ferguson CRD 131538 | Wealth Manager · Boutique (under $100M) | $74.0M | 170 | 298 | 1 | 02/18/2026 | ☆ | |
| 17867 | Westerman, Mark Lee CRD 141887 | Wealth Manager · Boutique (under $100M) | $74.0M | 41 | 41 | 1 | 03/24/2026 | ☆ | |
| 17868 | Scarecrow Advisors, Llc CRD 307469 | Savage, MN | Wealth Manager · Boutique (under $100M) | $74.0M | 247 | 459 | 5 | 06/03/2026 | ☆ |
| 17869 | Wegner Asset Management, Llc CRD 110866 | Wealth Manager · Boutique (under $100M) | $74.0M | 51 | 198 | 1 | 03/25/2026 | ☆ | |
| 17870 | Unique Financial Advisors Llc CRD 174124 | Holmdel, NJ | Wealth Manager · Boutique (under $100M) | $74.0M | 49 | 49 | 3 | 09/01/2026 | ☆ |
| 17871 | Vivaan Llc CRD 283807 | Wealth Manager · Boutique (under $100M) | $74.0M | 65 | 156 | 1 | 02/05/2026 | ☆ | |
| 17872 | Jansson Financial Services, Inc. CRD 127786 | Warner Robins, GA | Insurance-Affiliated · Boutique (under $100M) | $74.0M | 207 | 207 | 3 | 03/27/2026 | ☆ |
| 17873 | Eckman Wealth Management, Llc CRD 159934 | Wealth Manager · Boutique (under $100M) | $73.9M | 287 | 605 | 5 | 07/14/2026 | ☆ | |
| 17874 | Curtin Financial Management, Inc. CRD 125545 | Wealth Manager · Boutique (under $100M) | $73.9M | 25 | 137 | 1 | 04/20/2026 | ☆ | |
| 17875 | 9 Stream Capital Partners Llc CRD 340394 | Leawood, KS | Private Fund Manager · Boutique (under $100M) | $73.9M | 3 | 3 | 3 | 03/06/2026 | ☆ |
| 17876 | Prosperifi CRD 292771 | Des Plaines, IL | Wealth Manager · Boutique (under $100M) | $73.9M | 88 | 234 | 4 | 04/03/2026 | ☆ |
| 17877 | Oceanus Capital Partners, Llc CRD 314081 | Ponte Vedra Beach, FL | Wealth Manager · Boutique (under $100M) | $73.9M | 27 | 83 | 1 | 03/17/2026 | ☆ |
| 17878 | De Luchi, Stephen Frank CRD 125899 | Wealth Manager · Boutique (under $100M) | $73.8M | 24 | 62 | 1 | 04/07/2026 | ☆ | |
| 17879 | Thompson Private Wealth, Inc. CRD 172142 | Sioux Falls, SD | Wealth Manager · Boutique (under $100M) | $73.8M | 189 | 557 | 1 | 03/25/2026 | ☆ |
| 17880 | Reye Partners Asset Management Llc CRD 135338 | Wealth Manager · Boutique (under $100M) | $73.8M | 21 | 61 | 1 | 03/09/2026 | ☆ | |
| 17881 | Farrell Financial, Inc. CRD 134388 | Thousand Oaks, CA | Insurance-Affiliated · Boutique (under $100M) | $73.7M | 116 | 136 | 1 | 03/26/2026 | ☆ |
| 17882 | Monteith Wealth, Llc. CRD 308179 | Bozeman, MT | Wealth Manager · Boutique (under $100M) | $73.7M | 90 | 248 | 6 | 09/14/2026 | ☆ |
| 17883 | Faison Capital Llc CRD 112268 | Wealth Manager · Boutique (under $100M) | $73.7M | 21 | 28 | 1 | 03/25/2026 | ☆ | |
| 17884 | Sunglow Wealth Advisory Llc CRD 304101 | Snellville, GA | Wealth Manager · Boutique (under $100M) | $73.7M | 62 | 158 | 2 | 04/28/2026 | ☆ |
| 17885 | Dekoning And Company, Llc CRD 141605 | Newport, RI | Mutual Fund / Asset Manager · Boutique (under $100M) | $73.7M | 1 | 1 | 1 | 03/31/2026 | ☆ |
| 17886 | Timepiece Financial Planning, Inc. CRD 158475 | Battle Ground, WA | Wealth Manager · Boutique (under $100M) | $73.7M | 159 | 295 | 3 | 03/12/2026 | ☆ |
| 17887 | Bella Wealth Management, Llc CRD 335319 | Roswell, GA | Wealth Manager · Boutique (under $100M) | $73.7M | 165 | 524 | 5 | 05/07/2026 | ☆ |
| 17888 | Nv Prop Holdings Llc CRD 297765 | Wealth Manager · Boutique (under $100M) | $73.6M | 122 | 321 | 1 | 03/31/2026 | ☆ | |
| 17889 | Grow With Me, Llc CRD 299304 | Insurance-Affiliated · Boutique (under $100M) | $73.6M | 153 | 309 | 3 | 03/08/2026 | ☆ | |
| 17890 | Align Financial Advisors, Llc CRD 333905 | Mckinney, TX | Insurance-Affiliated · Boutique (under $100M) | $73.6M | 93 | 302 | 3 | 02/17/2026 | ☆ |
| 17891 | Allos Investment Advisors, Llc CRD 155541 | Overland Park, KS | Wealth Manager · Boutique (under $100M) | $73.6M | 382 | 788 | 9 | 05/06/2026 | ☆ |
| 17892 | Coy Capital Management, Inc. CRD 154993 | Monroeville, PA | Wealth Manager · Boutique (under $100M) | $73.6M | 117 | 238 | 5 | 06/02/2026 | ☆ |
| 17893 | Acrylic Financial, Inc. CRD 288263 | Fountain Hills, AZ | Wealth Manager · Boutique (under $100M) | $73.5M | 317 | 482 | 21 | 05/01/2026 | ☆ |
| 17894 | Retirement Resource Wealth Management, Llc CRD 328341 | West Fargo, ND | Insurance-Affiliated · Boutique (under $100M) | $73.5M | 357 | 566 | 3 | 09/14/2026 | ☆ |
| 17895 | Resilient Asset Management, Llc CRD 285534 | Memphis, TN | Wealth Manager · Boutique (under $100M) | $73.5M | 51 | 235 | 3 | 03/23/2026 | ☆ |
| 17896 | Anthony Investment Management, Llc CRD 161784 | Wheeling, WV | Wealth Manager · Boutique (under $100M) | $73.5M | 108 | 224 | 1 | 01/21/2026 | ☆ |
| 17897 | Wealth Management Consultants, Llc CRD 283606 | Wealth Manager · Boutique (under $100M) | $73.5M | 38 | 97 | 1 | 07/08/2026 | ☆ | |
| 17898 | Lewis, Michael, Andrew CRD 151307 | Wealth Manager · Boutique (under $100M) | $73.5M | 53 | 53 | 1 | 01/21/2026 | ☆ | |
| 17899 | Solidity Financial Llc CRD 157308 | Shoreview, MN | Wealth Manager · Boutique (under $100M) | $73.5M | 252 | 410 | 2 | 09/08/2026 | ☆ |
| 17900 | Rainier Wealth Management Llc CRD 162125 | Wealth Manager · Boutique (under $100M) | $73.5M | 90 | 192 | 2 | 03/13/2026 | ☆ |