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 |
|---|---|---|---|---|---|---|---|---|---|
| 18451 | Birch Street Financial Advisors Llc CRD 305749 | Wealth Manager · Boutique (under $100M) | $63.6M | 30 | 85 | 1 | 03/03/2026 | ☆ | |
| 18452 | Clearpath Wealth Management, L.C. CRD 116029 | Overland Park, KS | Insurance-Affiliated · Boutique (under $100M) | $63.6M | 165 | 165 | 4 | 02/17/2026 | ☆ |
| 18453 | Bridgeriver Advisors Llc CRD 142501 | Bloomfield Hills, MI | Wealth Manager · Boutique (under $100M) | $63.6M | 200 | 220 | 1 | 08/07/2026 | ☆ |
| 18454 | Crown Private Wealth, Llc CRD 311541 | Mooresville, NC | Wealth Manager · Boutique (under $100M) | $63.6M | 139 | 138 | 3 | 03/17/2026 | ☆ |
| 18455 | Stonehenge Private Client Group, Llc CRD 298552 | Insurance-Affiliated · Boutique (under $100M) | $63.6M | 37 | 37 | 1 | 06/11/2026 | ☆ | |
| 18456 | Sloan Advisory Group, Inc. CRD 284325 | Glens Falls, NY | Wealth Manager · Boutique (under $100M) | $63.6M | 32 | 114 | 1 | 02/06/2026 | ☆ |
| 18457 | Westcott Investment Advisors Llc CRD 126955 | Danielson, CT | Wealth Manager · Boutique (under $100M) | $63.6M | 66 | 66 | 1 | 01/19/2026 | ☆ |
| 18458 | Longhorn Capital Partners, L.P. CRD 329221 | Fort Worth, TX | Private Fund Manager · Boutique (under $100M) | $63.6M | 1 | 2 | 2 | 04/01/2026 | ☆ |
| 18459 | East Horizon Investments Llc CRD 158364 | Cambridge, MA | Wealth Manager · Boutique (under $100M) | $63.5M | 35 | 87 | 2 | 05/25/2026 | ☆ |
| 18460 | Strong Bridge Advisors Llc CRD 315520 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $63.5M | 72 | 133 | 5 | 03/18/2026 | ☆ |
| 18461 | Shoemaker Iii, Robert, William CRD 128852 | Wealth Manager · Boutique (under $100M) | $63.5M | 65 | 150 | 1 | 03/13/2026 | ☆ | |
| 18462 | Equivest Financial Advisors Llc CRD 281366 | Wealth Manager · Boutique (under $100M) | $63.5M | 123 | 244 | 1 | 02/18/2026 | ☆ | |
| 18463 | Stone Lake Wealth Management, Llc CRD 283554 | Wealth Manager · Boutique (under $100M) | $63.5M | 30 | 109 | 1 | 03/31/2026 | ☆ | |
| 18464 | Eight Ventures Private Wealth Management CRD 305771 | Insurance-Affiliated · Boutique (under $100M) | $63.5M | 49 | 49 | 2 | 03/31/2026 | ☆ | |
| 18465 | Coriander Financial Group Llc CRD 330667 | Wealth Manager · Boutique (under $100M) | $63.5M | 44 | 44 | 1 | 03/31/2026 | ☆ | |
| 18466 | Valor Wealth Partners, Llc CRD 315179 | Washington, DC | Wealth Manager · Boutique (under $100M) | $63.5M | 156 | 317 | 4 | 06/30/2026 | ☆ |
| 18467 | Joiner Financial, Llc CRD 147962 | El Dorado Hills, CA | Wealth Manager · Boutique (under $100M) | $63.4M | 79 | 144 | 1 | 03/12/2026 | ☆ |
| 18468 | Bay Hill Capital Management Usa, Llc CRD 287897 | Wealth Manager · Boutique (under $100M) | $63.4M | 87 | 176 | 1 | 02/23/2026 | ☆ | |
| 18469 | Bradford Capital Management, Llc CRD 142995 | Wealth Manager · Boutique (under $100M) | $63.4M | 69 | 154 | 1 | 02/05/2026 | ☆ | |
| 18470 | Hyland Wealth Management Llc CRD 288231 | Green, OH | Wealth Manager · Boutique (under $100M) | $63.4M | 102 | 360 | 1 | 05/13/2026 | ☆ |
| 18471 | Sound Investment Strategies, Inc. CRD 141440 | Bothell, WA | Wealth Manager · Boutique (under $100M) | $63.4M | 94 | 231 | 2 | 08/12/2026 | ☆ |
| 18472 | Tremonte Financial Consultants, Llc CRD 298562 | Traverse City, MI | Wealth Manager · Boutique (under $100M) | $63.4M | 136 | 398 | 2 | 03/26/2026 | ☆ |
| 18473 | Mh Investment Management Inc CRD 108961 | Mutual Fund / Asset Manager · Boutique (under $100M) | $63.4M | 1 | 1 | 3 | 03/20/2026 | ☆ | |
| 18474 | Access Real Estate, Llc CRD 337329 | Louisville, KY | Private Fund Manager · Boutique (under $100M) | $63.4M | 4 | 4 | 1 | 04/13/2026 | ☆ |
| 18475 | Meridian Financial Group, Inc. CRD 155067 | Milwaukie, OR | Wealth Manager · Boutique (under $100M) | $63.3M | 121 | 181 | 2 | 03/18/2026 | ☆ |
| 18476 | V Delima Investments Inc CRD 310379 | Wealth Manager · Boutique (under $100M) | $63.3M | 19 | 19 | 1 | 07/27/2026 | ☆ | |
| 18477 | Lifetime Financial, Inc. CRD 161124 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $63.3M | 263 | 280 | 10 | 06/25/2026 | ☆ |
| 18478 | Quoinage Capital Llc CRD 310802 | Wealth Manager · Boutique (under $100M) | $63.3M | 20 | 106 | 1 | 03/23/2026 | ☆ | |
| 18479 | Douglas Capital Management, Llc CRD 143585 | Private Fund Manager · Boutique (under $100M) | $63.3M | 96 | 115 | 1 | 05/05/2026 | ☆ | |
| 18480 | Jarvis Global Investments, Llc CRD 144259 | Wealth Manager · Boutique (under $100M) | $63.2M | 354 | 551 | 3 | 03/16/2026 | ☆ | |
| 18481 | Sentinel Asset Management, Llc CRD 302082 | Wallingford, CT | Wealth Manager · Boutique (under $100M) | $63.2M | 495 | 495 | 15 | 07/15/2026 | ☆ |
| 18482 | Scott, Patrick Douglas CRD 135506 | St. Helena, CA | Wealth Manager · Boutique (under $100M) | $63.2M | 98 | 98 | 1 | 01/28/2026 | ☆ |
| 18483 | Ranger Global Holdings Llc CRD 286378 | Charlottesville, VA | Wealth Manager · Boutique (under $100M) | $63.2M | 39 | 39 | 2 | 01/29/2026 | ☆ |
| 18484 | Silveroak Investments Limited Liability Company CRD 290935 | Wealth Manager · Boutique (under $100M) | $63.2M | 142 | 332 | 4 | 03/31/2026 | ☆ | |
| 18485 | Cypress Capital Group, Inc. CRD 121923 | Palm Beach, FL | Wealth Manager · Boutique (under $100M) | $63.2M | 47 | 47 | 7 | 03/20/2026 | ☆ |
| 18486 | Bills Asset Management CRD 114520 | Insurance-Affiliated · Boutique (under $100M) | $63.2M | 195 | 319 | 2 | 03/23/2026 | ☆ | |
| 18487 | Koi Portfolio Management, Llc CRD 310421 | Wealth Manager · Boutique (under $100M) | $63.2M | 37 | 81 | 1 | 01/23/2026 | ☆ | |
| 18488 | Winslow Drake, Inc. CRD 286638 | Wealth Manager · Boutique (under $100M) | $63.2M | 92 | 99 | 2 | 04/22/2026 | ☆ | |
| 18489 | North Scottsdale Wealth Advisors, Llc CRD 284449 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $63.1M | 59 | 152 | 1 | 02/25/2026 | ☆ |
| 18490 | Ortman Financial Group, Llc CRD 281944 | North Bethesda, MD | Wealth Manager · Boutique (under $100M) | $63.1M | 105 | 330 | 1 | 02/11/2026 | ☆ |
| 18491 | Ptc International Portfolio Management, Inc. CRD 120278 | Columbia, MD | Wealth Manager · Boutique (under $100M) | $63.1M | 188 | 188 | 6 | 03/30/2026 | ☆ |
| 18492 | Scruggs Advisors, Llc CRD 282962 | Battle Ground, WA | Insurance-Affiliated · Boutique (under $100M) | $63.1M | 41 | 41 | 1 | 02/23/2026 | ☆ |
| 18493 | Wealthunite Advisors, Llc CRD 285807 | Manhasset, NY | Wealth Manager · Boutique (under $100M) | $63.1M | 48 | 48 | 1 | 03/30/2026 | ☆ |
| 18494 | Crossroads Planning, Llc CRD 277127 | Orange, CA | Wealth Manager · Boutique (under $100M) | $63.1M | 124 | 334 | 4 | 04/27/2026 | ☆ |
| 18495 | Mg Financial, Inc. CRD 169448 | Wealth Manager · Boutique (under $100M) | $63.1M | 60 | 125 | 1 | 03/06/2026 | ☆ | |
| 18496 | Vn Capital Management, Llc CRD 166761 | Greensboro, NC | Private Fund Manager · Boutique (under $100M) | $63.0M | 1 | 1 | 1 | 03/09/2026 | ☆ |
| 18497 | Summers Value Partners Llc CRD 297254 | Denver, CO | Private Fund Manager · Boutique (under $100M) | $63.0M | 3 | 3 | 3 | 07/07/2026 | ☆ |
| 18498 | Fern Financial Group, Llc CRD 322658 | Wealth Manager · Boutique (under $100M) | $63.0M | 78 | 128 | 3 | 03/02/2026 | ☆ | |
| 18499 | Bortel Investment Management, Llc CRD 153297 | Gig Harbor, WA | Private Fund Manager · Boutique (under $100M) | $63.0M | 1 | 1 | 1 | 03/04/2026 | ☆ |
| 18500 | Ione Capital Management Llc CRD 305571 | Private Fund Manager · Boutique (under $100M) | $63.0M | 13 | 13 | 4 | 03/26/2026 | ☆ |