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 |
|---|---|---|---|---|---|---|---|---|---|
| 18301 | Vector Financial Solutions, Inc. CRD 291895 | Escondido, CA | Wealth Manager · Boutique (under $100M) | $65.7M | 140 | 265 | 3 | 03/31/2026 | ☆ |
| 18302 | Griffin Financial Advisors, Llc CRD 171455 | Insurance-Affiliated · Boutique (under $100M) | $65.7M | 155 | 288 | 2 | 06/03/2026 | ☆ | |
| 18303 | Nautilus Financial Group, Inc. CRD 157164 | Virginia Beach, VA | Wealth Manager · Boutique (under $100M) | $65.7M | 256 | 456 | 2 | 02/09/2026 | ☆ |
| 18304 | Bonfanti Investment Services, Llc CRD 284395 | Prairieville, LA | Wealth Manager · Boutique (under $100M) | $65.7M | 304 | 543 | 1 | 01/26/2026 | ☆ |
| 18305 | Southern Investment Management Collective Llc CRD 325965 | Wealth Manager · Boutique (under $100M) | $65.6M | 27 | 126 | 1 | 02/12/2026 | ☆ | |
| 18306 | Shope Financial Planning, Inc. CRD 144056 | Camillus, NY | Wealth Manager · Boutique (under $100M) | $65.6M | 86 | 86 | 2 | 03/03/2026 | ☆ |
| 18307 | Ridgeview Holdings Limited Liability Company CRD 340845 | Cheshire, CT | Wealth Manager · Boutique (under $100M) | $65.6M | 70 | 180 | 1 | 07/14/2026 | ☆ |
| 18308 | Integra Private Wealth Management, Llc CRD 323816 | Tulsa, OK | Wealth Manager · Boutique (under $100M) | $65.6M | 15 | 46 | 1 | 03/17/2026 | ☆ |
| 18309 | Julius Arthur Seibert & Company, Llc CRD 142288 | Cincinnati, OH | Wealth Manager · Boutique (under $100M) | $65.5M | 97 | 223 | 3 | 02/18/2026 | ☆ |
| 18310 | Stewardship Financial Services, Inc. CRD 128676 | Tarrytown, NY | Wealth Manager · Boutique (under $100M) | $65.5M | 39 | 102 | 1 | 07/24/2026 | ☆ |
| 18311 | Gavrich, Robert Jan CRD 134456 | Wealth Manager · Boutique (under $100M) | $65.5M | 45 | 123 | 2 | 03/31/2026 | ☆ | |
| 18312 | Monocot Wealth Management, Llc CRD 282687 | Las Vegas, NV | Wealth Manager · Boutique (under $100M) | $65.5M | 78 | 344 | 1 | 06/22/2026 | ☆ |
| 18313 | Kadisak Financial Services, Inc. CRD 122895 | Naperville, IL | Wealth Manager · Boutique (under $100M) | $65.5M | 80 | 299 | 3 | 01/12/2026 | ☆ |
| 18314 | Center Peak Financial Services, Llc CRD 335440 | Durham, NC | Wealth Manager · Boutique (under $100M) | $65.5M | 115 | 332 | 2 | 03/26/2026 | ☆ |
| 18315 | N CRD 324487 | Investment Adviser · Boutique (under $100M) | $65.4M | 122 | 123 | 3 | 03/25/2025 | ☆ | |
| 18316 | Mangolds Investment Advisors Inc. CRD 307437 | Lancaster, PA | Wealth Manager · Boutique (under $100M) | $65.4M | 518 | 518 | 3 | 07/15/2026 | ☆ |
| 18317 | Northport Investment Management, Llc CRD 149223 | Radnor, PA | Wealth Manager · Boutique (under $100M) | $65.4M | 40 | 77 | 1 | 02/10/2026 | ☆ |
| 18318 | Sb Investment Partners, Llc CRD 340871 | Wealth Manager · Boutique (under $100M) | $65.4M | 98 | 223 | 2 | 07/30/2026 | ☆ | |
| 18319 | Gump And Mchugh Asset Management Llp CRD 118259 | Insurance-Affiliated · Boutique (under $100M) | $65.4M | 54 | 104 | 2 | 02/17/2026 | ☆ | |
| 18320 | Eagle's Crest Advisors, Llc CRD 335252 | Huntington, NY | Wealth Manager · Boutique (under $100M) | $65.3M | 38 | 204 | 3 | 06/30/2026 | ☆ |
| 18321 | Zenith Advisory Group, Llc CRD 287801 | Centerville, OH | Insurance-Affiliated · Boutique (under $100M) | $65.3M | 139 | 139 | 2 | 03/31/2026 | ☆ |
| 18322 | Fintegrity Llc CRD 292421 | Wealth Manager · Boutique (under $100M) | $65.3M | 27 | 49 | 2 | 03/20/2026 | ☆ | |
| 18323 | Beacon Park Capital, Llc CRD 307041 | Wealth Manager · Boutique (under $100M) | $65.3M | 23 | 60 | 1 | 02/26/2026 | ☆ | |
| 18324 | Tattersall, Nancy Carroll CRD 136331 | San Rafael, CA | Insurance-Affiliated · Boutique (under $100M) | $65.2M | 143 | 143 | 1 | 03/31/2026 | ☆ |
| 18325 | Wealth & Wellness Group, Llc CRD 337631 | Brighton, MI | Wealth Manager · Boutique (under $100M) | $65.2M | 221 | 221 | 1 | 03/09/2026 | ☆ |
| 18326 | Florence Capital Advisors, Llc CRD 281038 | Private Fund Manager · Boutique (under $100M) | $65.2M | 37 | 24 | 3 | 06/01/2026 | ☆ | |
| 18327 | Long Island Financial Llc CRD 337288 | Huntington, NY | Wealth Manager · Boutique (under $100M) | $65.2M | 95 | 280 | 1 | 01/20/2026 | ☆ |
| 18328 | Mount Financial Freedom Llc CRD 313406 | Wealth Manager · Boutique (under $100M) | $65.2M | 68 | 404 | 1 | 03/16/2026 | ☆ | |
| 18329 | Blue Water Financial Investor Coaching, Llc CRD 171285 | Easton, PA | Wealth Manager · Boutique (under $100M) | $65.2M | 173 | 351 | 1 | 06/23/2026 | ☆ |
| 18330 | Stahl Wealth Management, Llc CRD 310827 | Lancaster, PA | Wealth Manager · Boutique (under $100M) | $65.2M | 60 | 97 | 1 | 03/30/2026 | ☆ |
| 18331 | Allstreet Wealth Llc CRD 309689 | Wealth Manager · Boutique (under $100M) | $65.1M | 128 | 405 | 4 | 02/05/2026 | ☆ | |
| 18332 | Jehm Wealth & Retirement, Llc CRD 304253 | Simpsonville, SC | Insurance-Affiliated · Boutique (under $100M) | $65.1M | 118 | 195 | 7 | 08/13/2026 | ☆ |
| 18333 | Truvista Advisors Llc CRD 329785 | Redmond, WA | Wealth Manager · Boutique (under $100M) | $65.1M | 56 | 133 | 2 | 03/09/2026 | ☆ |
| 18334 | Final Ascent Wealth Advisors, Llc CRD 313896 | Lafayette, LA | Wealth Manager · Boutique (under $100M) | $65.1M | 21 | 39 | 2 | 02/02/2026 | ☆ |
| 18335 | Jade & Cowry Llc CRD 154129 | Arlington, VA | Wealth Manager · Boutique (under $100M) | $65.1M | 50 | 141 | 2 | 03/31/2026 | ☆ |
| 18336 | Watts Capital Partners Llc CRD 149049 | Wealth Manager · Boutique (under $100M) | $65.1M | 74 | 73 | 5 | 04/30/2026 | ☆ | |
| 18337 | Drazga Wealth Advisors, Llc CRD 151107 | Wexford, PA | Wealth Manager · Boutique (under $100M) | $65.1M | 65 | 212 | 1 | 02/19/2026 | ☆ |
| 18338 | Murray Financial Advisors Llc CRD 123830 | Tyngsboro, MA | Wealth Manager · Boutique (under $100M) | $65.1M | 52 | 177 | 2 | 03/30/2026 | ☆ |
| 18339 | The Getzen Group, Inc. CRD 117700 | Scottsdale, AZ | Insurance-Affiliated · Boutique (under $100M) | $65.1M | 125 | 254 | 2 | 04/01/2026 | ☆ |
| 18340 | Holland Capital Management Llc CRD 304886 | Charlotte, NC | Insurance-Affiliated · Boutique (under $100M) | $65.1M | 46 | 138 | 1 | 01/10/2026 | ☆ |
| 18341 | Legacy Family Office, Llc CRD 147160 | Bonita Springs, FL | Multi-Family Office · Boutique (under $100M) | $65.1M | 31 | 71 | 3 | 03/16/2026 | ☆ |
| 18342 | Alta Pacific Wealth Management, Llc CRD 169190 | Mission Viejo, CA | Wealth Manager · Boutique (under $100M) | $65.0M | 32 | 77 | 1 | 03/30/2026 | ☆ |
| 18343 | Defelice Capital Management Llc CRD 120029 | Multi-Family Office · Boutique (under $100M) | $65.0M | 6 | 46 | 1 | 03/12/2026 | ☆ | |
| 18344 | Rs Bone, Llc CRD 290584 | Bloomfield Hills, MI | Wealth Manager · Boutique (under $100M) | $65.0M | 366 | 878 | 4 | 07/15/2026 | ☆ |
| 18345 | Cela Advisors, Llc CRD 148040 | Miami, FL | Wealth Manager · Boutique (under $100M) | $65.0M | 87 | 171 | 3 | 02/19/2026 | ☆ |
| 18346 | Retirement Roadmap Financial Planning, Llc CRD 323469 | Wealth Manager · Boutique (under $100M) | $65.0M | 41 | 99 | 1 | 01/14/2026 | ☆ | |
| 18347 | American Centurion Financial Llc CRD 166057 | New York, NY | Insurance-Affiliated · Boutique (under $100M) | $65.0M | 41 | 41 | 1 | 12/26/2023 | ☆ |
| 18348 | Carnegie Wealth Management Llc CRD 329747 | Wealth Manager · Boutique (under $100M) | $65.0M | 150 | 150 | 2 | 04/27/2026 | ☆ | |
| 18349 | Dfg Wealth Management, Llc CRD 157751 | Bartlett, IL | Wealth Manager · Boutique (under $100M) | $65.0M | 143 | 277 | 3 | 05/04/2026 | ☆ |
| 18350 | Double Diamond Investment Group, Llc CRD 152755 | Delray Beach, FL | Insurance-Affiliated · Boutique (under $100M) | $65.0M | 90 | 142 | 3 | 03/25/2026 | ☆ |