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 |
|---|---|---|---|---|---|---|---|---|---|
| 18251 | R. H. Hansford & Company, Inc. CRD 113060 | Wealth Manager · Boutique (under $100M) | $67.7M | 81 | 134 | 2 | 02/27/2026 | ☆ | |
| 18252 | Black Hill Capital Partners, Llc CRD 118291 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $67.7M | 1 | 2 | 1 | 03/27/2026 | ☆ |
| 18253 | Erlandson Wealth Management, Llc CRD 157724 | Beaverton, OR | Wealth Manager · Boutique (under $100M) | $67.7M | 139 | 437 | 2 | 02/26/2026 | ☆ |
| 18254 | Morrison Fiduciary Advisors, Inc. CRD 127562 | Investment Adviser · Boutique (under $100M) | $67.6M | 12 | 11 | 1 | 01/27/2026 | ☆ | |
| 18255 | Qvm Group Llc CRD 142534 | Wealth Manager · Boutique (under $100M) | $67.6M | 15 | 15 | 1 | 10/21/2025 | ☆ | |
| 18256 | Wellington Adams Investment Advisory, Llc CRD 286055 | York, PA | Wealth Manager · Boutique (under $100M) | $67.6M | 328 | 581 | 5 | 03/24/2026 | ☆ |
| 18257 | Truefocus Financial Partners Llc CRD 326003 | North Kingstown, RI | Wealth Manager · Boutique (under $100M) | $67.6M | 39 | 189 | 2 | 03/10/2026 | ☆ |
| 18258 | Twenty First Century Financial Advisors Inc CRD 125690 | Wealth Manager · Boutique (under $100M) | $67.6M | 38 | 39 | 1 | 02/01/2026 | ☆ | |
| 18259 | Mb3 Consulting Llc CRD 304634 | Glendale, CA | Wealth Manager · Boutique (under $100M) | $67.5M | 92 | 92 | 1 | 03/16/2026 | ☆ |
| 18260 | Ntv Asset Management, Llc CRD 141771 | Wealth Manager · Boutique (under $100M) | $67.5M | 56 | 117 | 2 | 01/25/2026 | ☆ | |
| 18261 | Sazdanoff Donald Louis CRD 108305 | Wealth Manager · Boutique (under $100M) | $67.5M | 69 | 134 | 1 | 02/16/2026 | ☆ | |
| 18262 | Augulis Financial Firm, L.L.C. CRD 173616 | Warren, NJ | Wealth Manager · Boutique (under $100M) | $67.4M | 71 | 218 | 2 | 08/27/2026 | ☆ |
| 18263 | Scottsdale Wealth Advisory Llc CRD 285907 | Paradise Valley, AZ | Insurance-Affiliated · Boutique (under $100M) | $67.4M | 175 | 175 | 1 | 08/19/2026 | ☆ |
| 18264 | Occam Capital Management, Llc CRD 108201 | Pittsford, NY | Wealth Manager · Boutique (under $100M) | $67.4M | 147 | 207 | 2 | 03/27/2026 | ☆ |
| 18265 | Legacy Wealth Group, Llc CRD 340152 | Las Vegas, NV | Wealth Manager · Boutique (under $100M) | $67.4M | 118 | 251 | 2 | 08/17/2026 | ☆ |
| 18266 | Retirement Income Advisory Group Llc CRD 286611 | Woodbridge, NJ | Wealth Manager · Boutique (under $100M) | $67.4M | 171 | 267 | 1 | 08/25/2026 | ☆ |
| 18267 | Tyler S Hilligoss Llc CRD 316969 | Beaverton, OR | Wealth Manager · Boutique (under $100M) | $67.4M | 108 | 229 | 1 | 03/27/2026 | ☆ |
| 18268 | Evolve Investing Llc CRD 309587 | Wealth Manager · Boutique (under $100M) | $67.4M | 36 | 156 | 2 | 03/18/2026 | ☆ | |
| 18269 | Schnell Financial Group, Llc CRD 137969 | Sedalia, MO | Wealth Manager · Boutique (under $100M) | $67.3M | 92 | 271 | 5 | 04/07/2026 | ☆ |
| 18270 | Integritt Investment Management Llc CRD 171817 | Stuart, FL | Wealth Manager · Boutique (under $100M) | $67.3M | 54 | 159 | 2 | 09/03/2026 | ☆ |
| 18271 | Steadfast Financial Services, Inc. CRD 115145 | Wealth Manager · Boutique (under $100M) | $67.3M | 49 | 110 | 2 | 05/15/2026 | ☆ | |
| 18272 | Gemmer, Robert Arden CRD 134695 | Healdsburg, CA | Insurance-Affiliated · Boutique (under $100M) | $67.3M | 98 | 177 | 1 | 02/05/2026 | ☆ |
| 18273 | Granville Wealth Management, Inc. CRD 300751 | Wealth Manager · Boutique (under $100M) | $67.3M | 67 | 68 | 1 | 02/23/2026 | ☆ | |
| 18274 | Equity Management Group, Llc CRD 105632 | Wealth Manager · Boutique (under $100M) | $67.3M | 88 | 88 | 3 | 03/31/2026 | ☆ | |
| 18275 | Chlastawa, Allan Frank CRD 288859 | Wealth Manager · Boutique (under $100M) | $67.2M | 70 | 71 | 1 | 03/29/2026 | ☆ | |
| 18276 | Heaphy Investments, Llc CRD 151849 | Wealth Manager · Boutique (under $100M) | $67.2M | 99 | 213 | 3 | 09/23/2026 | ☆ | |
| 18277 | L & M Wealth Management And Retirement Solutions, Llc CRD 151669 | Oklahoma City, OK | Wealth Manager · Boutique (under $100M) | $67.2M | 136 | 285 | 2 | 08/26/2026 | ☆ |
| 18278 | Change Wealth Advisors, Llc CRD 330182 | Wealth Manager · Boutique (under $100M) | $67.2M | 87 | 393 | 2 | 02/11/2026 | ☆ | |
| 18279 | Seva Funds, Llc CRD 335010 | Wealth Manager · Boutique (under $100M) | $67.2M | 11 | 11 | 1 | 09/28/2026 | ☆ | |
| 18280 | Csh Investment Managment Llc CRD 128032 | Taylorville, IL | Wealth Manager · Boutique (under $100M) | $67.2M | 291 | 291 | 2 | 02/24/2026 | ☆ |
| 18281 | Van Liew Capital Inc CRD 105502 | Providence, RI | Multi-Family Office · Boutique (under $100M) | $67.2M | 6 | 10 | 5 | 03/26/2026 | ☆ |
| 18282 | Echo Advisory Llc CRD 288026 | Wealth Manager · Boutique (under $100M) | $67.2M | 54 | 1 | 05/11/2026 | ☆ | ||
| 18283 | Athletes Financial Advisers, Llc CRD 284993 | Westlake, OH | Insurance-Affiliated · Boutique (under $100M) | $67.1M | 50 | 152 | 1 | 03/23/2026 | ☆ |
| 18284 | Joseph Hopkins And Associates Llc CRD 315964 | Tomball, TX | Wealth Manager · Boutique (under $100M) | $67.1M | 148 | 294 | 2 | 03/06/2026 | ☆ |
| 18285 | Tyndall Stroud Wealth Management, Llc CRD 134102 | Winterville, NC | Wealth Manager · Boutique (under $100M) | $67.1M | 191 | 328 | 3 | 09/21/2026 | ☆ |
| 18286 | Telegraph Equity Partners Limited CRD 171068 | Carmel, IN | Wealth Manager · Boutique (under $100M) | $67.1M | 16 | 72 | 2 | 03/24/2026 | ☆ |
| 18287 | Presidio Financial, Llc CRD 300270 | Houston, TX | Wealth Manager · Boutique (under $100M) | $67.1M | 116 | 530 | 2 | 09/11/2026 | ☆ |
| 18288 | Regan Investments, Inc. CRD 121868 | Minnetonka, MN | Wealth Manager · Boutique (under $100M) | $67.0M | 81 | 199 | 3 | 03/10/2026 | ☆ |
| 18289 | Zeiser Wealth Management Llc CRD 285956 | Hot Springs, AR | Insurance-Affiliated · Boutique (under $100M) | $67.0M | 195 | 376 | 4 | 03/30/2026 | ☆ |
| 18290 | Cornerstone Investment Services, Inc. CRD 118437 | Wealth Manager · Boutique (under $100M) | $67.0M | 88 | 197 | 1 | 03/09/2026 | ☆ | |
| 18291 | Bulldog Asset Management, Inc. CRD 133036 | Wealth Manager · Boutique (under $100M) | $67.0M | 45 | 140 | 1 | 03/31/2026 | ☆ | |
| 18292 | Haley & Summers Wealth Management, Inc. CRD 108722 | Fort Wayne, IN | Wealth Manager · Boutique (under $100M) | $67.0M | 45 | 45 | 2 | 01/20/2026 | ☆ |
| 18293 | Honeoye Falls Capital Llc CRD 333306 | Honeoye Falls, NY | Wealth Manager · Boutique (under $100M) | $67.0M | 17 | 25 | 2 | 05/18/2026 | ☆ |
| 18294 | Joselit Asset Management, Llc CRD 152625 | Northbrook, IL | Wealth Manager · Boutique (under $100M) | $67.0M | 24 | 24 | 2 | 01/02/2026 | ☆ |
| 18295 | Sygnus Capital Limted CRD 333428 | Kingston 5 | Private Fund Manager · Boutique (under $100M) | $67.0M | 6 | 6 | 4 | 03/26/2026 | ☆ |
| 18296 | Sygnus Capital Sl Limited CRD 333426 | Castries | Private Fund Manager · Boutique (under $100M) | $67.0M | 6 | 6 | 3 | 03/26/2026 | ☆ |
| 18297 | Vanquour Llc CRD 317552 | New York, NY | Wealth Manager · Boutique (under $100M) | $67.0M | 27 | 146 | 3 | 06/01/2026 | ☆ |
| 18298 | Vantage Wealth Management Llc CRD 179535 | Aventura, FL | Wealth Manager · Boutique (under $100M) | $67.0M | 56 | 56 | 2 | 01/20/2026 | ☆ |
| 18299 | Integrity Investment Advisors, Llc CRD 140838 | Lansdale, PA | Insurance-Affiliated · Boutique (under $100M) | $67.0M | 170 | 260 | 6 | 04/28/2026 | ☆ |
| 18300 | Roos Bros. Llc CRD 296319 | Wealth Manager · Boutique (under $100M) | $67.0M | 50 | 160 | 1 | 03/13/2026 | ☆ |