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 |
|---|---|---|---|---|---|---|---|---|---|
| 18001 | Clemensen Capital Company Llc CRD 166837 | Wealth Manager · Boutique (under $100M) | $70.3M | 120 | 249 | 4 | 05/02/2026 | ☆ | |
| 18002 | Charles Manning & Associates, Inc. CRD 114359 | Bala Cynwyd, PA | Wealth Manager · Boutique (under $100M) | $70.3M | 19 | 19 | 1 | 03/05/2026 | ☆ |
| 18003 | Polaris Financial, Llc CRD 281952 | Wealth Manager · Boutique (under $100M) | $70.2M | 854 | 854 | 2 | 03/31/2026 | ☆ | |
| 18004 | N CRD 317504 | Private Fund Manager · Boutique (under $100M) | $70.2M | 1 | 1 | 3 | 03/19/2025 | ☆ | |
| 18005 | Colligan Advisory, Llc CRD 152580 | Wealth Manager · Boutique (under $100M) | $70.2M | 22 | 56 | 1 | 01/23/2026 | ☆ | |
| 18006 | American Wealth Protection Financial, Llc CRD 317233 | Manchester, NH | Wealth Manager · Boutique (under $100M) | $70.2M | 160 | 274 | 2 | 01/14/2026 | ☆ |
| 18007 | Demesne, Llc CRD 305671 | Endowment & Foundation Advisor · Boutique (under $100M) | $70.2M | 23 | 26 | 1 | 03/04/2026 | ☆ | |
| 18008 | Wang Financial, Llc CRD 167570 | Santa Barbara, CA | Wealth Manager · Boutique (under $100M) | $70.2M | 44 | 130 | 3 | 03/24/2026 | ☆ |
| 18009 | Resolve Asset Management Inc. CRD 175361 | Toronto | Mutual Fund / Asset Manager · Boutique (under $100M) | $70.2M | 1 | 3 | 14 | 03/30/2026 | ☆ |
| 18010 | Achieving Veritas Llc CRD 327170 | St. Augustine, FL | Wealth Manager · Boutique (under $100M) | $70.1M | 86 | 204 | 4 | 04/22/2026 | ☆ |
| 18011 | Bacon & Company CRD 114022 | Wealth Manager · Boutique (under $100M) | $70.1M | 54 | 54 | 1 | 03/26/2026 | ☆ | |
| 18012 | Quiet Wealth Management Llc CRD 312940 | Wealth Manager · Boutique (under $100M) | $70.1M | 37 | 185 | 1 | 03/28/2026 | ☆ | |
| 18013 | Zuraw Financial Pllc CRD 164527 | Delray Beach, FL | Wealth Manager · Boutique (under $100M) | $70.1M | 56 | 168 | 2 | 03/26/2026 | ☆ |
| 18014 | Arlen Wealth Management, Llc CRD 150618 | Sarasota, FL | Endowment & Foundation Advisor · Boutique (under $100M) | $70.1M | 4 | 1 | 03/12/2026 | ☆ | |
| 18015 | Moss & Company, P.A. CRD 142028 | Maitland, FL | Wealth Manager · Boutique (under $100M) | $70.0M | 49 | 105 | 1 | 02/26/2026 | ☆ |
| 18016 | Percent Advisors, Llc CRD 318890 | New York, NY | Private Fund Manager · Boutique (under $100M) | $70.0M | 28 | 28 | 2 | 06/26/2026 | ☆ |
| 18017 | Actis Wealth Management L.C. CRD 306794 | Waukee, IA | Wealth Manager · Boutique (under $100M) | $70.0M | 64 | 252 | 1 | 03/16/2026 | ☆ |
| 18018 | Efs Asset Management Llc CRD 106184 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $70.0M | 32 | 54 | 1 | 08/04/2026 | ☆ |
| 18019 | Wealth Alliance, Llc CRD 140630 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $70.0M | 172 | 286 | 2 | 05/05/2026 | ☆ |
| 18020 | Arena Consulting, Llc CRD 151276 | Wealth Manager · Boutique (under $100M) | $70.0M | 25 | 25 | 0 | 01/08/2019 | ☆ | |
| 18021 | Asset Advisory Group, Inc. CRD 141612 | Wealth Manager · Boutique (under $100M) | $70.0M | 67 | 208 | 1 | 06/29/2026 | ☆ | |
| 18022 | Bell Strategic Investments, Inc. CRD 139954 | Wealth Manager · Boutique (under $100M) | $70.0M | 113 | 125 | 1 | 03/24/2026 | ☆ | |
| 18023 | Blackburn Financial, Llc CRD 159312 | Cashmere, WA | Wealth Manager · Boutique (under $100M) | $70.0M | 593 | 595 | 2 | 03/30/2026 | ☆ |
| 18024 | Goalbridge Wealth Management, Llc CRD 285623 | Appleton, WI | Wealth Manager · Boutique (under $100M) | $70.0M | 119 | 269 | 2 | 03/24/2026 | ☆ |
| 18025 | Icebridge Financial Group, Llc CRD 323346 | Boca Raton, FL | Wealth Manager · Boutique (under $100M) | $70.0M | 18 | 58 | 1 | 05/28/2026 | ☆ |
| 18026 | Kondracki Advisory, Llc CRD 165649 | Hingham, MA | Wealth Manager · Boutique (under $100M) | $70.0M | 187 | 186 | 1 | 01/08/2026 | ☆ |
| 18027 | Marathon Capital Management, Llc CRD 132645 | Wealth Manager · Boutique (under $100M) | $70.0M | 60 | 125 | 2 | 02/09/2026 | ☆ | |
| 18028 | Mindstate Capital Llc CRD 318068 | Wealth Manager · Boutique (under $100M) | $70.0M | 16 | 27 | 2 | 03/12/2026 | ☆ | |
| 18029 | Mulberry Capital Management Llc CRD 314693 | Wealth Manager · Boutique (under $100M) | $70.0M | 37 | 40 | 2 | 01/22/2026 | ☆ | |
| 18030 | Raimond Wealth Management Llc CRD 126302 | Wealth Manager · Boutique (under $100M) | $70.0M | 10 | 10 | 1 | 01/18/2026 | ☆ | |
| 18031 | Renaissance Advisory Group CRD 129512 | Bryn Mawr, PA | Wealth Manager · Boutique (under $100M) | $70.0M | 65 | 65 | 2 | 01/31/2026 | ☆ |
| 18032 | U.S. Advisors, Inc. CRD 117401 | Arlington, VA | Wealth Manager · Boutique (under $100M) | $70.0M | 81 | 81 | 1 | 02/27/2026 | ☆ |
| 18033 | William Edward Durnan CRD 128916 | Far Hills, NJ | Multi-Family Office · Boutique (under $100M) | $70.0M | 6 | 6 | 1 | 09/25/2023 | ☆ |
| 18034 | Evans & Hurlburt Cpas , Pa CRD 152173 | Lakeland, FL | Wealth Manager · Boutique (under $100M) | $70.0M | 162 | 439 | 7 | 08/14/2026 | ☆ |
| 18035 | Legacy Folios Llc CRD 323319 | Wealth Manager · Boutique (under $100M) | $70.0M | 60 | 123 | 3 | 04/30/2026 | ☆ | |
| 18036 | Schorpp Capital Management, Pc CRD 131893 | East Brunswick, NJ | Insurance-Affiliated · Boutique (under $100M) | $69.9M | 182 | 285 | 3 | 03/05/2025 | ☆ |
| 18037 | Willamette Valley Wealth Management, Llc CRD 311390 | Salem, OR | Wealth Manager · Boutique (under $100M) | $69.9M | 111 | 111 | 1 | 02/05/2026 | ☆ |
| 18038 | Dickinson Barnum Investment Management, Llc CRD 156672 | Paragould, AR | Wealth Manager · Boutique (under $100M) | $69.9M | 323 | 622 | 2 | 05/29/2026 | ☆ |
| 18039 | Guide Financial Planning, Llc CRD 170734 | Shoreview, MN | Wealth Manager · Boutique (under $100M) | $69.9M | 132 | 489 | 6 | 02/17/2026 | ☆ |
| 18040 | Papadopoulos, George CRD 121985 | Wealth Manager · Boutique (under $100M) | $69.8M | 17 | 17 | 1 | 03/19/2026 | ☆ | |
| 18041 | Canterbury Investment Management, Llc CRD 125680 | Zionsville, IN | Wealth Manager · Boutique (under $100M) | $69.8M | 48 | 101 | 2 | 03/06/2026 | ☆ |
| 18042 | Ibn Advisory Services, Inc. CRD 293288 | Liverpool, NY | Insurance-Affiliated · Boutique (under $100M) | $69.8M | 197 | 210 | 8 | 07/13/2026 | ☆ |
| 18043 | Stewardright Llc CRD 287644 | Wichita, KS | Insurance-Affiliated · Boutique (under $100M) | $69.7M | 363 | 557 | 3 | 07/09/2026 | ☆ |
| 18044 | Seidman Daniel Jay CRD 106894 | Vineyard Haven, MA | Insurance-Affiliated · Boutique (under $100M) | $69.7M | 62 | 62 | 1 | 03/20/2026 | ☆ |
| 18045 | Atlas Financial Advisors, Llc CRD 285580 | Boca Raton, FL | Wealth Manager · Boutique (under $100M) | $69.7M | 74 | 122 | 5 | 03/31/2026 | ☆ |
| 18046 | Clear Harbor Wealth Management Llc CRD 311114 | Destin, FL | Wealth Manager · Boutique (under $100M) | $69.7M | 94 | 238 | 3 | 06/25/2026 | ☆ |
| 18047 | Sheldon, Kirk Roy CRD 130841 | San Diego, CA | Insurance-Affiliated · Boutique (under $100M) | $69.7M | 114 | 333 | 4 | 03/30/2026 | ☆ |
| 18048 | Money Managers, Inc. CRD 151602 | Las Vegas, NV | Insurance-Affiliated · Boutique (under $100M) | $69.7M | 188 | 255 | 4 | 03/18/2026 | ☆ |
| 18049 | Key Capital Advisors, Inc. CRD 113541 | Miami, FL | Wealth Manager · Boutique (under $100M) | $69.6M | 91 | 97 | 7 | 03/03/2026 | ☆ |
| 18050 | Brightpath Wealth Advisors Llc CRD 164209 | Crofton, MD | Wealth Manager · Boutique (under $100M) | $69.6M | 182 | 302 | 4 | 03/23/2026 | ☆ |