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 |
|---|---|---|---|---|---|---|---|---|---|
| 17951 | Hebert Advisory Services Inc CRD 106120 | Littleton, CO | Wealth Manager · Boutique (under $100M) | $72.4M | 88 | 143 | 5 | 03/26/2026 | ☆ |
| 17952 | Wpm Wealth Advisors Llc CRD 316722 | Saratoga Springs, NY | Wealth Manager · Boutique (under $100M) | $72.4M | 353 | 353 | 3 | 02/06/2026 | ☆ |
| 17953 | Lorintine Capital, Lp CRD 151204 | Dallas, TX | Investment Adviser · Boutique (under $100M) | $72.4M | 49 | 54 | 3 | 01/30/2026 | ☆ |
| 17954 | Planning Associates Wealth Management, Llc CRD 305339 | Metairie, LA | Wealth Manager · Boutique (under $100M) | $72.3M | 84 | 263 | 3 | 03/31/2026 | ☆ |
| 17955 | Trasatti Wealth Planning, Llc CRD 139668 | Baltimore, MD | Wealth Manager · Boutique (under $100M) | $72.3M | 59 | 155 | 1 | 03/30/2026 | ☆ |
| 17956 | Breiter Wealth Management, Llc CRD 342447 | St. Louis, MO | Insurance-Affiliated · Boutique (under $100M) | $72.3M | 109 | 220 | 3 | 09/03/2026 | ☆ |
| 17957 | Safe Money Solutions, Llc CRD 283832 | Institutional / Pension Advisor · Boutique (under $100M) | $72.3M | 6 | 7 | 2 | 01/20/2026 | ☆ | |
| 17958 | N CRD 285763 | Wealth Manager · Boutique (under $100M) | $72.3M | 102 | 101 | 2 | 08/07/2025 | ☆ | |
| 17959 | Irving Planning & Investments, Ltd. CRD 109978 | Centennial, CO | Wealth Manager · Boutique (under $100M) | $72.3M | 126 | 337 | 2 | 02/17/2026 | ☆ |
| 17960 | Burkart Financial Group, Inc. CRD 290579 | St. Petersburg, FL | Wealth Manager · Boutique (under $100M) | $72.2M | 48 | 48 | 1 | 07/20/2026 | ☆ |
| 17961 | Rise Wealth Partners Llc CRD 327073 | Mechanicsville, VA | Wealth Manager · Boutique (under $100M) | $72.2M | 210 | 533 | 1 | 03/27/2026 | ☆ |
| 17962 | Monroe Wealth Management Llc CRD 300513 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $72.2M | 55 | 299 | 1 | 05/13/2026 | ☆ |
| 17963 | Aurora Pointe Capital Management, Llc CRD 318928 | Vienna, VA | Wealth Manager · Boutique (under $100M) | $72.2M | 10 | 35 | 1 | 08/07/2026 | ☆ |
| 17964 | Forever Financial Advisors, Llc CRD 134486 | Wealth Manager · Boutique (under $100M) | $72.2M | 48 | 268 | 1 | 03/30/2026 | ☆ | |
| 17965 | N CRD 131435 | Wealth Manager · Boutique (under $100M) | $72.2M | 194 | 194 | 2 | 03/21/2025 | ☆ | |
| 17966 | Seastrunk Financial Management, Llc CRD 149660 | Florence, SC | Wealth Manager · Boutique (under $100M) | $72.2M | 161 | 321 | 2 | 07/13/2026 | ☆ |
| 17967 | Titan Financial Services, Llc CRD 129384 | Emerson, NJ | Insurance-Affiliated · Boutique (under $100M) | $72.2M | 473 | 473 | 1 | 02/12/2026 | ☆ |
| 17968 | Saint Louis Investment Advisors Inc CRD 107101 | Collinsville, IL | Wealth Manager · Boutique (under $100M) | $72.2M | 150 | 254 | 1 | 03/06/2026 | ☆ |
| 17969 | R. Seeger Wealth Management, Ltd CRD 152258 | Lindenhurst, NY | Wealth Manager · Boutique (under $100M) | $72.1M | 67 | 67 | 1 | 02/12/2026 | ☆ |
| 17970 | Convergent Financial Group, Llc CRD 290052 | Mount Pleasant, SC | Wealth Manager · Boutique (under $100M) | $72.1M | 210 | 370 | 3 | 01/14/2026 | ☆ |
| 17971 | Buckeye Wealth Management Llc CRD 143638 | Westerville, OH | Insurance-Affiliated · Boutique (under $100M) | $72.1M | 252 | 580 | 4 | 01/22/2026 | ☆ |
| 17972 | Boulder Wealth Management, Llc CRD 147809 | Overland Park, KS | Wealth Manager · Boutique (under $100M) | $72.1M | 144 | 311 | 3 | 09/14/2026 | ☆ |
| 17973 | Greenport Financial Advisers Inc CRD 105328 | North Canton, OH | Wealth Manager · Boutique (under $100M) | $72.1M | 130 | 130 | 3 | 03/05/2026 | ☆ |
| 17974 | 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 | ☆ |
| 17975 | Stylus Capital Llc CRD 282156 | Istanbul | Wealth Manager · Boutique (under $100M) | $72.0M | 64 | 64 | 1 | 03/04/2026 | ☆ |
| 17976 | Affinity Financial Advisory, Llc CRD 134034 | Allen Park, MI | Wealth Manager · Boutique (under $100M) | $72.0M | 121 | 485 | 2 | 03/25/2026 | ☆ |
| 17977 | Messina Wealth Management, Llc CRD 332216 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $72.0M | 96 | 207 | 2 | 09/22/2026 | ☆ |
| 17978 | Franco Financial Advisors, Inc. CRD 137587 | New York, NY | Wealth Manager · Boutique (under $100M) | $72.0M | 39 | 108 | 3 | 03/03/2026 | ☆ |
| 17979 | Clear Value Financial Llc CRD 298145 | Wealth Manager · Boutique (under $100M) | $72.0M | 62 | 230 | 2 | 08/31/2026 | ☆ | |
| 17980 | Dobson Asset Management Llc CRD 315281 | Portland, OR | Wealth Manager · Boutique (under $100M) | $72.0M | 63 | 85 | 1 | 05/11/2026 | ☆ |
| 17981 | Harvest Capital Assets, Llc CRD 269951 | Wealth Manager · Boutique (under $100M) | $72.0M | 247 | 305 | 3 | 03/10/2026 | ☆ | |
| 17982 | Paratus Wealth Management, Llc CRD 137103 | Long Lake, MN | Wealth Manager · Boutique (under $100M) | $72.0M | 44 | 117 | 1 | 04/01/2026 | ☆ |
| 17983 | Private Wealth Management, Llc CRD 282801 | Exton, PA | Wealth Manager · Boutique (under $100M) | $72.0M | 43 | 107 | 2 | 03/19/2026 | ☆ |
| 17984 | Capital Fiduciary Advisors, L.L.C. CRD 312704 | Ashburn, VA | Wealth Manager · Boutique (under $100M) | $72.0M | 37 | 143 | 1 | 08/19/2025 | ☆ |
| 17985 | World Capital Advisors, Llc CRD 135941 | Denver, CO | Wealth Manager · Boutique (under $100M) | $72.0M | 49 | 65 | 1 | 03/30/2026 | ☆ |
| 17986 | Kyle S. Scott Financial Planning, Inc. CRD 286364 | Fort Collins, CO | Wealth Manager · Boutique (under $100M) | $72.0M | 220 | 523 | 2 | 03/27/2026 | ☆ |
| 17987 | Trimaran Capital Llc CRD 169022 | Savannah, GA | Wealth Manager · Boutique (under $100M) | $71.9M | 63 | 182 | 2 | 04/07/2026 | ☆ |
| 17988 | Inflection Retirement Services, Inc. CRD 312680 | Camarillo, CA | Insurance-Affiliated · Boutique (under $100M) | $71.9M | 38 | 38 | 4 | 09/04/2026 | ☆ |
| 17989 | Silver Advisors, Llc CRD 291109 | New York, NY | Wealth Manager · Boutique (under $100M) | $71.9M | 14 | 47 | 1 | 08/07/2026 | ☆ |
| 17990 | G & R Financial Solutions Llc CRD 332634 | Fairfield, NJ | Wealth Manager · Boutique (under $100M) | $71.9M | 128 | 258 | 5 | 08/06/2026 | ☆ |
| 17991 | Ngc Financial, Llc CRD 139992 | Bayside, NY | Insurance-Affiliated · Boutique (under $100M) | $71.9M | 112 | 121 | 1 | 08/26/2026 | ☆ |
| 17992 | Anselme Capital, Inc. CRD 122278 | Wealth Manager · Boutique (under $100M) | $71.9M | 94 | 264 | 2 | 03/09/2026 | ☆ | |
| 17993 | Firm Foundation Wealth Management, Llc CRD 298761 | Caldwell, ID | Wealth Manager · Boutique (under $100M) | $71.9M | 177 | 603 | 1 | 03/10/2026 | ☆ |
| 17994 | Isaacs & Associates, Llc CRD 324222 | Cincinnati, OH | Wealth Manager · Boutique (under $100M) | $71.8M | 169 | 169 | 4 | 03/25/2026 | ☆ |
| 17995 | Piedmont Investment Advisory Lllp CRD 107421 | Atlanta, GA | Private Fund Manager · Boutique (under $100M) | $71.8M | 30 | 31 | 3 | 03/24/2026 | ☆ |
| 17996 | Global Investment Advisory Llc CRD 310305 | Mcdonough, GA | Wealth Manager · Boutique (under $100M) | $71.8M | 182 | 352 | 9 | 07/13/2026 | ☆ |
| 17997 | Pinnacle Investment Advisors, Llc CRD 149495 | Ann Arbor, MI | Insurance-Affiliated · Boutique (under $100M) | $71.8M | 50 | 50 | 3 | 03/23/2026 | ☆ |
| 17998 | Epogee Capital Management Llc CRD 330816 | Multi-Family Office · Boutique (under $100M) | $71.8M | 4 | 4 | 2 | 03/27/2026 | ☆ | |
| 17999 | Monachil Capital Partners Lp CRD 311376 | Greenwich, CT | Private Fund Manager · Boutique (under $100M) | $71.7M | 6 | 8 | 14 | 03/26/2026 | ☆ |
| 18000 | Insight Investment Advisers Llc CRD 286497 | Leawood, KS | Wealth Manager · Boutique (under $100M) | $71.7M | 145 | 537 | 5 | 09/09/2026 | ☆ |