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 |
|---|---|---|---|---|---|---|---|---|---|
| 17901 | Dobson Asset Management Llc CRD 315281 | Portland, OR | Wealth Manager · Boutique (under $100M) | $72.0M | 63 | 85 | 1 | 05/11/2026 | ☆ |
| 17902 | Harvest Capital Assets, Llc CRD 269951 | Wealth Manager · Boutique (under $100M) | $72.0M | 247 | 305 | 3 | 03/10/2026 | ☆ | |
| 17903 | Paratus Wealth Management, Llc CRD 137103 | Long Lake, MN | Wealth Manager · Boutique (under $100M) | $72.0M | 44 | 117 | 1 | 04/01/2026 | ☆ |
| 17904 | Private Wealth Management, Llc CRD 282801 | Exton, PA | Wealth Manager · Boutique (under $100M) | $72.0M | 43 | 107 | 2 | 03/19/2026 | ☆ |
| 17905 | Capital Fiduciary Advisors, L.L.C. CRD 312704 | Ashburn, VA | Wealth Manager · Boutique (under $100M) | $72.0M | 37 | 143 | 1 | 08/19/2025 | ☆ |
| 17906 | World Capital Advisors, Llc CRD 135941 | Denver, CO | Wealth Manager · Boutique (under $100M) | $72.0M | 49 | 65 | 1 | 03/30/2026 | ☆ |
| 17907 | Kyle S. Scott Financial Planning, Inc. CRD 286364 | Fort Collins, CO | Wealth Manager · Boutique (under $100M) | $72.0M | 220 | 523 | 2 | 03/27/2026 | ☆ |
| 17908 | Trimaran Capital Llc CRD 169022 | Savannah, GA | Wealth Manager · Boutique (under $100M) | $71.9M | 63 | 182 | 2 | 04/07/2026 | ☆ |
| 17909 | Silver Advisors, Llc CRD 291109 | New York, NY | Wealth Manager · Boutique (under $100M) | $71.9M | 14 | 47 | 1 | 08/07/2026 | ☆ |
| 17910 | G & R Financial Solutions Llc CRD 332634 | Fairfield, NJ | Wealth Manager · Boutique (under $100M) | $71.9M | 128 | 258 | 5 | 08/06/2026 | ☆ |
| 17911 | Anselme Capital, Inc. CRD 122278 | Wealth Manager · Boutique (under $100M) | $71.9M | 94 | 264 | 2 | 03/09/2026 | ☆ | |
| 17912 | Firm Foundation Wealth Management, Llc CRD 298761 | Caldwell, ID | Wealth Manager · Boutique (under $100M) | $71.9M | 177 | 603 | 1 | 03/10/2026 | ☆ |
| 17913 | Isaacs & Associates, Llc CRD 324222 | Cincinnati, OH | Wealth Manager · Boutique (under $100M) | $71.8M | 169 | 169 | 4 | 03/25/2026 | ☆ |
| 17914 | Piedmont Investment Advisory Lllp CRD 107421 | Atlanta, GA | Private Fund Manager · Boutique (under $100M) | $71.8M | 30 | 31 | 3 | 03/24/2026 | ☆ |
| 17915 | Global Investment Advisory Llc CRD 310305 | Mcdonough, GA | Wealth Manager · Boutique (under $100M) | $71.8M | 182 | 352 | 9 | 07/13/2026 | ☆ |
| 17916 | Pinnacle Investment Advisors, Llc CRD 149495 | Ann Arbor, MI | Insurance-Affiliated · Boutique (under $100M) | $71.8M | 50 | 50 | 3 | 03/23/2026 | ☆ |
| 17917 | Epogee Capital Management Llc CRD 330816 | Multi-Family Office · Boutique (under $100M) | $71.8M | 4 | 4 | 2 | 03/27/2026 | ☆ | |
| 17918 | Monachil Capital Partners Lp CRD 311376 | Greenwich, CT | Private Fund Manager · Boutique (under $100M) | $71.7M | 6 | 8 | 14 | 03/26/2026 | ☆ |
| 17919 | Insight Investment Advisers Llc CRD 286497 | Leawood, KS | Wealth Manager · Boutique (under $100M) | $71.7M | 145 | 537 | 5 | 07/28/2026 | ☆ |
| 17920 | Montoya Wealth Management Group Llc CRD 285039 | Prescott, AZ | Wealth Manager · Boutique (under $100M) | $71.7M | 86 | 262 | 2 | 02/17/2026 | ☆ |
| 17921 | Worch Capital Llc CRD 155220 | Rockville, MD | Private Fund Manager · Boutique (under $100M) | $71.7M | 19 | 47 | 1 | 03/31/2026 | ☆ |
| 17922 | Targeted Wealth Solutions Llc CRD 282131 | Colorado Springs, CO | Wealth Manager · Boutique (under $100M) | $71.7M | 105 | 280 | 5 | 03/31/2026 | ☆ |
| 17923 | Obra Fund Management, Llc CRD 328207 | New York, NY | Mutual Fund / Asset Manager · Boutique (under $100M) | $71.6M | 3 | 3 | 47 | 03/31/2026 | ☆ |
| 17924 | Chamberlain Financial Advisors, Inc. CRD 292233 | Wealth Manager · Boutique (under $100M) | $71.6M | 100 | 510 | 1 | 03/11/2026 | ☆ | |
| 17925 | Schultze Asset Management, Lp CRD 110927 | Rye Brook, NY | Private Fund Manager · Boutique (under $100M) | $71.6M | 16 | 16 | 7 | 03/31/2026 | ☆ |
| 17926 | Rise Consulting, Llc CRD 299026 | Lee's Summit, MO | Institutional / Pension Advisor · Boutique (under $100M) | $71.6M | 164 | 346 | 2 | 07/08/2026 | ☆ |
| 17927 | Pursuit Fund Advisers Llc CRD 333442 | Mutual Fund / Asset Manager · Boutique (under $100M) | $71.6M | 1 | 1 | 7 | 05/11/2026 | ☆ | |
| 17928 | Hendrickson Financial Services, Llc CRD 285986 | Dickinson, ND | Insurance-Affiliated · Boutique (under $100M) | $71.6M | 148 | 235 | 2 | 03/16/2026 | ☆ |
| 17929 | Clockwise Capital Llc CRD 175233 | Miami, FL | Investment Adviser · Boutique (under $100M) | $71.5M | 151 | 151 | 3 | 03/31/2026 | ☆ |
| 17930 | Momentum Private Wealth Management Llc CRD 305502 | Cedar Park, TX | Wealth Manager · Boutique (under $100M) | $71.5M | 78 | 211 | 1 | 03/31/2026 | ☆ |
| 17931 | Hv Capital Management, Llc CRD 339467 | Montgomery, NY | Wealth Manager · Boutique (under $100M) | $71.5M | 60 | 114 | 4 | 05/14/2026 | ☆ |
| 17932 | Contour Financial, Inc. CRD 111100 | Orland Park, IL | Wealth Manager · Boutique (under $100M) | $71.5M | 74 | 201 | 3 | 01/12/2026 | ☆ |
| 17933 | Andrews Capital Management Inc CRD 108013 | Coronado, CA | Wealth Manager · Boutique (under $100M) | $71.4M | 26 | 60 | 1 | 02/12/2026 | ☆ |
| 17934 | Phingers And Toze Investments, Llc CRD 131185 | Multi-Family Office · Boutique (under $100M) | $71.4M | 6 | 6 | 1 | 03/18/2026 | ☆ | |
| 17935 | Madison Global Advisors Llc CRD 288894 | Hauppauge, NY | Insurance-Affiliated · Boutique (under $100M) | $71.4M | 233 | 233 | 8 | 04/21/2026 | ☆ |
| 17936 | Pelican Wealth Advisors, Llc CRD 153972 | Bonita Springs, FL | Wealth Manager · Boutique (under $100M) | $71.4M | 221 | 193 | 4 | 03/12/2026 | ☆ |
| 17937 | Richard Andrew Vandersande CRD 136468 | Insurance-Affiliated · Boutique (under $100M) | $71.4M | 57 | 143 | 1 | 03/26/2026 | ☆ | |
| 17938 | Wickford Wealth Management, Llc CRD 164675 | North Kingstown, RI | Wealth Manager · Boutique (under $100M) | $71.4M | 69 | 209 | 1 | 03/04/2026 | ☆ |
| 17939 | Oxford Park Management, Llc CRD 324383 | Greenwich, CT | Mutual Fund / Asset Manager · Boutique (under $100M) | $71.4M | 1 | 1 | 23 | 03/27/2026 | ☆ |
| 17940 | Csj Wealth Management, Llc CRD 169437 | Wealth Manager · Boutique (under $100M) | $71.4M | 22 | 57 | 1 | 05/22/2026 | ☆ | |
| 17941 | Natalie Taylor Consulting Services, Llc CRD 306567 | Wealth Manager · Boutique (under $100M) | $71.3M | 110 | 350 | 4 | 04/28/2026 | ☆ | |
| 17942 | Baldwin Wealth Management, Llc CRD 154633 | St. Louis, MO | Wealth Manager · Boutique (under $100M) | $71.3M | 29 | 90 | 1 | 02/17/2026 | ☆ |
| 17943 | Azura Partners Us Llc CRD 327986 | New York, NY | Private Fund Manager · Boutique (under $100M) | $71.3M | 2 | 2 | 6 | 07/30/2026 | ☆ |
| 17944 | Palos Wealth Advisors, Llc CRD 154671 | Palos Heights, IL | Wealth Manager · Boutique (under $100M) | $71.3M | 89 | 172 | 2 | 02/24/2026 | ☆ |
| 17945 | Pilot Wealth Management, Inc. CRD 154381 | Wealth Manager · Boutique (under $100M) | $71.3M | 73 | 287 | 2 | 01/27/2026 | ☆ | |
| 17946 | The Alyri Corporation CRD 119884 | Insurance-Affiliated · Boutique (under $100M) | $71.3M | 152 | 249 | 1 | 07/13/2026 | ☆ | |
| 17947 | Kis Financial Planning, Llc CRD 269826 | Orange, CA | Wealth Manager · Boutique (under $100M) | $71.2M | 92 | 279 | 2 | 08/10/2026 | ☆ |
| 17948 | Omega Financial Corporation, Inc. CRD 125381 | Kirkland, WA | Insurance-Affiliated · Boutique (under $100M) | $71.2M | 66 | 242 | 6 | 03/19/2026 | ☆ |
| 17949 | Vital Capital Llc CRD 318147 | Clinton, IA | Wealth Manager · Boutique (under $100M) | $71.2M | 71 | 292 | 5 | 03/31/2026 | ☆ |
| 17950 | L.V.O. Advisory Inc. CRD 125719 | Roswell, GA | Insurance-Affiliated · Boutique (under $100M) | $71.1M | 140 | 235 | 4 | 03/20/2026 | ☆ |