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 |
|---|---|---|---|---|---|---|---|---|---|
| 18401 | Integra Private Wealth Management, Llc CRD 323816 | Tulsa, OK | Wealth Manager · Boutique (under $100M) | $65.6M | 15 | 46 | 1 | 03/17/2026 | ☆ |
| 18402 | Crionna Wealth Llc CRD 330136 | Avon, CT | Wealth Manager · Boutique (under $100M) | $65.6M | 61 | 185 | 4 | 09/29/2026 | ☆ |
| 18403 | Julius Arthur Seibert & Company, Llc CRD 142288 | Cincinnati, OH | Wealth Manager · Boutique (under $100M) | $65.5M | 97 | 223 | 3 | 02/18/2026 | ☆ |
| 18404 | Stewardship Financial Services, Inc. CRD 128676 | Tarrytown, NY | Wealth Manager · Boutique (under $100M) | $65.5M | 39 | 102 | 1 | 07/24/2026 | ☆ |
| 18405 | Gavrich, Robert Jan CRD 134456 | Wealth Manager · Boutique (under $100M) | $65.5M | 45 | 123 | 2 | 03/31/2026 | ☆ | |
| 18406 | Monocot Wealth Management, Llc CRD 282687 | Las Vegas, NV | Wealth Manager · Boutique (under $100M) | $65.5M | 78 | 344 | 1 | 06/22/2026 | ☆ |
| 18407 | Kadisak Financial Services, Inc. CRD 122895 | Naperville, IL | Wealth Manager · Boutique (under $100M) | $65.5M | 80 | 299 | 3 | 01/12/2026 | ☆ |
| 18408 | Center Peak Financial Services, Llc CRD 335440 | Durham, NC | Wealth Manager · Boutique (under $100M) | $65.5M | 115 | 332 | 2 | 03/26/2026 | ☆ |
| 18409 | N CRD 324487 | Investment Adviser · Boutique (under $100M) | $65.4M | 122 | 123 | 3 | 03/25/2025 | ☆ | |
| 18410 | Kineo Capital Llc CRD 315019 | New York, NY | Private Fund Manager · Boutique (under $100M) | $65.4M | 18 | 26 | 3 | 08/27/2026 | ☆ |
| 18411 | Mangolds Investment Advisors Inc. CRD 307437 | Lancaster, PA | Wealth Manager · Boutique (under $100M) | $65.4M | 518 | 518 | 3 | 07/15/2026 | ☆ |
| 18412 | Northport Investment Management, Llc CRD 149223 | Radnor, PA | Wealth Manager · Boutique (under $100M) | $65.4M | 40 | 77 | 1 | 02/10/2026 | ☆ |
| 18413 | Sb Investment Partners, Llc CRD 340871 | Wealth Manager · Boutique (under $100M) | $65.4M | 98 | 223 | 2 | 08/27/2026 | ☆ | |
| 18414 | Gump And Mchugh Asset Management Llp CRD 118259 | Insurance-Affiliated · Boutique (under $100M) | $65.4M | 54 | 104 | 2 | 02/17/2026 | ☆ | |
| 18415 | Zenith Advisory Group, Llc CRD 287801 | Centerville, OH | Insurance-Affiliated · Boutique (under $100M) | $65.3M | 139 | 139 | 2 | 03/31/2026 | ☆ |
| 18416 | Fintegrity Llc CRD 292421 | Wealth Manager · Boutique (under $100M) | $65.3M | 27 | 49 | 2 | 03/20/2026 | ☆ | |
| 18417 | Beacon Park Capital, Llc CRD 307041 | Wealth Manager · Boutique (under $100M) | $65.3M | 23 | 60 | 1 | 02/26/2026 | ☆ | |
| 18418 | Tattersall, Nancy Carroll CRD 136331 | San Rafael, CA | Insurance-Affiliated · Boutique (under $100M) | $65.2M | 143 | 143 | 1 | 03/31/2026 | ☆ |
| 18419 | Wealth & Wellness Group, Llc CRD 337631 | Brighton, MI | Wealth Manager · Boutique (under $100M) | $65.2M | 221 | 221 | 1 | 03/09/2026 | ☆ |
| 18420 | Florence Capital Advisors, Llc CRD 281038 | Private Fund Manager · Boutique (under $100M) | $65.2M | 37 | 24 | 3 | 06/01/2026 | ☆ | |
| 18421 | Long Island Financial Llc CRD 337288 | Huntington, NY | Wealth Manager · Boutique (under $100M) | $65.2M | 95 | 280 | 1 | 01/20/2026 | ☆ |
| 18422 | Mount Financial Freedom Llc CRD 313406 | Wealth Manager · Boutique (under $100M) | $65.2M | 68 | 404 | 1 | 03/16/2026 | ☆ | |
| 18423 | Blue Water Financial Investor Coaching, Llc CRD 171285 | Easton, PA | Wealth Manager · Boutique (under $100M) | $65.2M | 173 | 351 | 1 | 06/23/2026 | ☆ |
| 18424 | Stahl Wealth Management, Llc CRD 310827 | Lancaster, PA | Wealth Manager · Boutique (under $100M) | $65.2M | 60 | 97 | 1 | 03/30/2026 | ☆ |
| 18425 | Jehm Wealth & Retirement, Llc CRD 304253 | Simpsonville, SC | Insurance-Affiliated · Boutique (under $100M) | $65.1M | 118 | 195 | 7 | 08/13/2026 | ☆ |
| 18426 | Truvista Advisors Llc CRD 329785 | Redmond, WA | Wealth Manager · Boutique (under $100M) | $65.1M | 56 | 133 | 2 | 09/16/2026 | ☆ |
| 18427 | Final Ascent Wealth Advisors, Llc CRD 313896 | Lafayette, LA | Wealth Manager · Boutique (under $100M) | $65.1M | 21 | 39 | 2 | 02/02/2026 | ☆ |
| 18428 | Jade & Cowry Llc CRD 154129 | Arlington, VA | Wealth Manager · Boutique (under $100M) | $65.1M | 50 | 141 | 2 | 03/31/2026 | ☆ |
| 18429 | Drazga Wealth Advisors, Llc CRD 151107 | Wexford, PA | Wealth Manager · Boutique (under $100M) | $65.1M | 65 | 212 | 1 | 02/19/2026 | ☆ |
| 18430 | Murray Financial Advisors Llc CRD 123830 | Tyngsboro, MA | Wealth Manager · Boutique (under $100M) | $65.1M | 52 | 177 | 2 | 03/30/2026 | ☆ |
| 18431 | The Getzen Group, Inc. CRD 117700 | Scottsdale, AZ | Insurance-Affiliated · Boutique (under $100M) | $65.1M | 125 | 254 | 2 | 04/01/2026 | ☆ |
| 18432 | Holland Capital Management Llc CRD 304886 | Charlotte, NC | Insurance-Affiliated · Boutique (under $100M) | $65.1M | 46 | 138 | 1 | 01/10/2026 | ☆ |
| 18433 | Legacy Family Office, Llc CRD 147160 | Bonita Springs, FL | Multi-Family Office · Boutique (under $100M) | $65.1M | 31 | 71 | 3 | 09/10/2026 | ☆ |
| 18434 | Alta Pacific Wealth Management, Llc CRD 169190 | Mission Viejo, CA | Wealth Manager · Boutique (under $100M) | $65.0M | 32 | 77 | 1 | 03/30/2026 | ☆ |
| 18435 | Defelice Capital Management Llc CRD 120029 | Multi-Family Office · Boutique (under $100M) | $65.0M | 6 | 46 | 1 | 03/12/2026 | ☆ | |
| 18436 | Rs Bone, Llc CRD 290584 | Bloomfield Hills, MI | Wealth Manager · Boutique (under $100M) | $65.0M | 366 | 878 | 4 | 07/15/2026 | ☆ |
| 18437 | Cela Advisors, Llc CRD 148040 | Miami, FL | Wealth Manager · Boutique (under $100M) | $65.0M | 87 | 171 | 3 | 02/19/2026 | ☆ |
| 18438 | Retirement Roadmap Financial Planning, Llc CRD 323469 | Wealth Manager · Boutique (under $100M) | $65.0M | 41 | 99 | 1 | 01/14/2026 | ☆ | |
| 18439 | American Centurion Financial Llc CRD 166057 | New York, NY | Insurance-Affiliated · Boutique (under $100M) | $65.0M | 41 | 41 | 1 | 12/26/2023 | ☆ |
| 18440 | Carnegie Wealth Management Llc CRD 329747 | Wealth Manager · Boutique (under $100M) | $65.0M | 150 | 150 | 2 | 04/27/2026 | ☆ | |
| 18441 | Dfg Wealth Management, Llc CRD 157751 | Bartlett, IL | Wealth Manager · Boutique (under $100M) | $65.0M | 143 | 277 | 3 | 08/25/2026 | ☆ |
| 18442 | Double Diamond Investment Group, Llc CRD 152755 | Delray Beach, FL | Insurance-Affiliated · Boutique (under $100M) | $65.0M | 90 | 142 | 3 | 03/25/2026 | ☆ |
| 18443 | Malatai Capital Llc CRD 299975 | New York, NY | Wealth Manager · Boutique (under $100M) | $65.0M | 38 | 38 | 3 | 03/24/2026 | ☆ |
| 18444 | N CRD 161801 | Private Fund Manager · Boutique (under $100M) | $65.0M | 1 | 1 | 1 | 03/20/2025 | ☆ | |
| 18445 | New Horizon Asset Management, Inc. CRD 139218 | Hot Springs, AR | Insurance-Affiliated · Boutique (under $100M) | $65.0M | 60 | 300 | 1 | 02/27/2026 | ☆ |
| 18446 | Proper Financial, Llc CRD 329499 | Wayne, PA | Wealth Manager · Boutique (under $100M) | $65.0M | 122 | 122 | 3 | 03/03/2026 | ☆ |
| 18447 | Sigma Advisors, Llc CRD 304517 | Wealth Manager · Boutique (under $100M) | $65.0M | 12 | 12 | 1 | 03/31/2025 | ☆ | |
| 18448 | Summit Financial Management Llc CRD 285353 | Mequon, WI | Wealth Manager · Boutique (under $100M) | $65.0M | 80 | 230 | 1 | 03/02/2026 | ☆ |
| 18449 | Swords Capital Management, Llc CRD 330781 | Wealth Manager · Boutique (under $100M) | $65.0M | 41 | 139 | 1 | 03/26/2026 | ☆ | |
| 18450 | Timothy J Mcdonald Cpa Cfp CRD 125211 | Lake Barrington, IL | Wealth Manager · Boutique (under $100M) | $65.0M | 60 | 60 | 1 | 06/27/2024 | ☆ |