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 |
|---|---|---|---|---|---|---|---|---|---|
| 18151 | Ventoux Financial Advisors, Llc CRD 298631 | Insurance-Affiliated · Boutique (under $100M) | $67.9M | 55 | 125 | 1 | 01/30/2026 | ☆ | |
| 18152 | Momentum Wealth Strategies, Inc. CRD 334046 | Wealth Manager · Boutique (under $100M) | $67.9M | 76 | 160 | 1 | 03/27/2026 | ☆ | |
| 18153 | N CRD 300954 | Private Fund Manager · Boutique (under $100M) | $67.9M | 1 | 1 | 3 | 03/31/2026 | ☆ | |
| 18154 | Tax Advantage Advisors, Inc. CRD 143426 | Overland Park, KS | Wealth Manager · Boutique (under $100M) | $67.9M | 151 | 368 | 1 | 02/24/2026 | ☆ |
| 18155 | Alpha Capital Llc CRD 321194 | Lubbock, TX | Wealth Manager · Boutique (under $100M) | $67.8M | 130 | 240 | 3 | 03/30/2026 | ☆ |
| 18156 | The Monroe Team, Inc CRD 168574 | Hollister, CA | Wealth Manager · Boutique (under $100M) | $67.8M | 122 | 219 | 3 | 03/23/2026 | ☆ |
| 18157 | Fiduciary Capital, Inc. CRD 126178 | Gainesville, GA | Wealth Manager · Boutique (under $100M) | $67.8M | 298 | 576 | 5 | 04/14/2026 | ☆ |
| 18158 | Focused Finances, Llc CRD 130911 | Oakland, CA | Wealth Manager · Boutique (under $100M) | $67.8M | 68 | 144 | 1 | 06/02/2026 | ☆ |
| 18159 | Steel Canyon Capital, Llc CRD 164025 | Phoenix, AZ | Private Fund Manager · Boutique (under $100M) | $67.8M | 2 | 4 | 2 | 04/13/2026 | ☆ |
| 18160 | H&S Tax And Wealth Advisors Llc CRD 290643 | Red Bank, NJ | Wealth Manager · Boutique (under $100M) | $67.8M | 83 | 176 | 3 | 01/29/2026 | ☆ |
| 18161 | Tailored Wealth Management, Llc CRD 305720 | Roseville, CA | Wealth Manager · Boutique (under $100M) | $67.7M | 257 | 548 | 3 | 02/22/2026 | ☆ |
| 18162 | Sea Clear Financial Planning, Llc CRD 160133 | Brielle, NJ | Wealth Manager · Boutique (under $100M) | $67.7M | 43 | 92 | 1 | 03/02/2026 | ☆ |
| 18163 | Roseline Capitol Advisors, Llc CRD 137604 | Richmond, VA | Wealth Manager · Boutique (under $100M) | $67.7M | 26 | 61 | 5 | 03/31/2026 | ☆ |
| 18164 | R. H. Hansford & Company, Inc. CRD 113060 | Wealth Manager · Boutique (under $100M) | $67.7M | 81 | 134 | 2 | 02/27/2026 | ☆ | |
| 18165 | Black Hill Capital Partners, Llc CRD 118291 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $67.7M | 1 | 2 | 1 | 03/27/2026 | ☆ |
| 18166 | Erlandson Wealth Management, Llc CRD 157724 | Beaverton, OR | Wealth Manager · Boutique (under $100M) | $67.7M | 139 | 437 | 2 | 02/26/2026 | ☆ |
| 18167 | Morrison Fiduciary Advisors, Inc. CRD 127562 | Investment Adviser · Boutique (under $100M) | $67.6M | 12 | 11 | 1 | 01/27/2026 | ☆ | |
| 18168 | Qvm Group Llc CRD 142534 | Wealth Manager · Boutique (under $100M) | $67.6M | 15 | 15 | 1 | 10/21/2025 | ☆ | |
| 18169 | Wellington Adams Investment Advisory, Llc CRD 286055 | York, PA | Wealth Manager · Boutique (under $100M) | $67.6M | 328 | 581 | 5 | 03/24/2026 | ☆ |
| 18170 | Truefocus Financial Partners Llc CRD 326003 | North Kingstown, RI | Wealth Manager · Boutique (under $100M) | $67.6M | 39 | 189 | 2 | 03/10/2026 | ☆ |
| 18171 | Twenty First Century Financial Advisors Inc CRD 125690 | Wealth Manager · Boutique (under $100M) | $67.6M | 38 | 39 | 1 | 02/01/2026 | ☆ | |
| 18172 | Mb3 Consulting Llc CRD 304634 | Glendale, CA | Wealth Manager · Boutique (under $100M) | $67.5M | 92 | 92 | 1 | 03/16/2026 | ☆ |
| 18173 | Ntv Asset Management, Llc CRD 141771 | Wealth Manager · Boutique (under $100M) | $67.5M | 56 | 117 | 2 | 01/25/2026 | ☆ | |
| 18174 | Sazdanoff Donald Louis CRD 108305 | Wealth Manager · Boutique (under $100M) | $67.5M | 69 | 134 | 1 | 02/16/2026 | ☆ | |
| 18175 | Scottsdale Wealth Advisory Llc CRD 285907 | Paradise Valley, AZ | Insurance-Affiliated · Boutique (under $100M) | $67.4M | 175 | 175 | 3 | 06/05/2026 | ☆ |
| 18176 | Occam Capital Management, Llc CRD 108201 | Pittsford, NY | Wealth Manager · Boutique (under $100M) | $67.4M | 147 | 207 | 2 | 03/27/2026 | ☆ |
| 18177 | Tyler S Hilligoss Llc CRD 316969 | Beaverton, OR | Wealth Manager · Boutique (under $100M) | $67.4M | 108 | 229 | 1 | 03/27/2026 | ☆ |
| 18178 | Evolve Investing Llc CRD 309587 | Wealth Manager · Boutique (under $100M) | $67.4M | 36 | 156 | 2 | 03/18/2026 | ☆ | |
| 18179 | Schnell Financial Group, Llc CRD 137969 | Sedalia, MO | Wealth Manager · Boutique (under $100M) | $67.3M | 92 | 271 | 5 | 04/07/2026 | ☆ |
| 18180 | Integritt Investment Management Llc CRD 171817 | Stuart, FL | Wealth Manager · Boutique (under $100M) | $67.3M | 54 | 159 | 2 | 02/06/2026 | ☆ |
| 18181 | Steadfast Financial Services, Inc. CRD 115145 | Wealth Manager · Boutique (under $100M) | $67.3M | 49 | 110 | 2 | 05/15/2026 | ☆ | |
| 18182 | Gemmer, Robert Arden CRD 134695 | Healdsburg, CA | Insurance-Affiliated · Boutique (under $100M) | $67.3M | 98 | 177 | 1 | 02/05/2026 | ☆ |
| 18183 | Granville Wealth Management, Inc. CRD 300751 | Wealth Manager · Boutique (under $100M) | $67.3M | 67 | 68 | 1 | 02/23/2026 | ☆ | |
| 18184 | Equity Management Group, Llc CRD 105632 | Wealth Manager · Boutique (under $100M) | $67.3M | 88 | 88 | 3 | 03/31/2026 | ☆ | |
| 18185 | Chlastawa, Allan Frank CRD 288859 | Wealth Manager · Boutique (under $100M) | $67.2M | 70 | 71 | 1 | 03/29/2026 | ☆ | |
| 18186 | Heaphy Investments, Llc CRD 151849 | Springfield, MA | Wealth Manager · Boutique (under $100M) | $67.2M | 99 | 213 | 3 | 03/11/2026 | ☆ |
| 18187 | L & M Wealth Management And Retirement Solutions, Llc CRD 151669 | Oklahoma City, OK | Wealth Manager · Boutique (under $100M) | $67.2M | 136 | 285 | 2 | 04/16/2026 | ☆ |
| 18188 | Change Wealth Advisors, Llc CRD 330182 | Wealth Manager · Boutique (under $100M) | $67.2M | 87 | 393 | 2 | 02/11/2026 | ☆ | |
| 18189 | Csh Investment Managment Llc CRD 128032 | Taylorville, IL | Wealth Manager · Boutique (under $100M) | $67.2M | 291 | 291 | 2 | 02/24/2026 | ☆ |
| 18190 | Van Liew Capital Inc CRD 105502 | Providence, RI | Multi-Family Office · Boutique (under $100M) | $67.2M | 6 | 10 | 5 | 03/26/2026 | ☆ |
| 18191 | Echo Advisory Llc CRD 288026 | Wealth Manager · Boutique (under $100M) | $67.2M | 54 | 1 | 05/11/2026 | ☆ | ||
| 18192 | Athletes Financial Advisers, Llc CRD 284993 | Westlake, OH | Insurance-Affiliated · Boutique (under $100M) | $67.1M | 50 | 152 | 1 | 03/23/2026 | ☆ |
| 18193 | Joseph Hopkins And Associates Llc CRD 315964 | Tomball, TX | Wealth Manager · Boutique (under $100M) | $67.1M | 148 | 294 | 2 | 03/06/2026 | ☆ |
| 18194 | Tyndall Stroud Wealth Management, Llc CRD 134102 | Winterville, NC | Wealth Manager · Boutique (under $100M) | $67.1M | 191 | 328 | 3 | 04/20/2026 | ☆ |
| 18195 | Telegraph Equity Partners Limited CRD 171068 | Carmel, IN | Wealth Manager · Boutique (under $100M) | $67.1M | 16 | 72 | 2 | 03/24/2026 | ☆ |
| 18196 | Regan Investments, Inc. CRD 121868 | Minnetonka, MN | Wealth Manager · Boutique (under $100M) | $67.0M | 81 | 199 | 3 | 03/10/2026 | ☆ |
| 18197 | Zeiser Wealth Management Llc CRD 285956 | Hot Springs, AR | Insurance-Affiliated · Boutique (under $100M) | $67.0M | 195 | 376 | 4 | 03/30/2026 | ☆ |
| 18198 | Cornerstone Investment Services, Inc. CRD 118437 | Wealth Manager · Boutique (under $100M) | $67.0M | 88 | 197 | 1 | 03/09/2026 | ☆ | |
| 18199 | Bulldog Asset Management, Inc. CRD 133036 | Wealth Manager · Boutique (under $100M) | $67.0M | 45 | 140 | 1 | 03/31/2026 | ☆ | |
| 18200 | Haley & Summers Wealth Management, Inc. CRD 108722 | Fort Wayne, IN | Wealth Manager · Boutique (under $100M) | $67.0M | 45 | 45 | 2 | 01/20/2026 | ☆ |