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 |
|---|---|---|---|---|---|---|---|---|---|
| 18551 | Longhorn Capital Partners, L.P. CRD 329221 | Fort Worth, TX | Private Fund Manager · Boutique (under $100M) | $63.6M | 1 | 2 | 2 | 04/01/2026 | ☆ |
| 18552 | East Horizon Investments Llc CRD 158364 | Cambridge, MA | Wealth Manager · Boutique (under $100M) | $63.5M | 35 | 87 | 2 | 05/25/2026 | ☆ |
| 18553 | Strong Bridge Advisors Llc CRD 315520 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $63.5M | 72 | 133 | 5 | 03/18/2026 | ☆ |
| 18554 | Shoemaker Iii, Robert, William CRD 128852 | Wealth Manager · Boutique (under $100M) | $63.5M | 65 | 150 | 1 | 03/13/2026 | ☆ | |
| 18555 | Equivest Financial Advisors Llc CRD 281366 | Wealth Manager · Boutique (under $100M) | $63.5M | 123 | 244 | 1 | 02/18/2026 | ☆ | |
| 18556 | Stone Lake Wealth Management, Llc CRD 283554 | Wealth Manager · Boutique (under $100M) | $63.5M | 30 | 109 | 1 | 03/31/2026 | ☆ | |
| 18557 | Eight Ventures Private Wealth Management CRD 305771 | Insurance-Affiliated · Boutique (under $100M) | $63.5M | 49 | 49 | 2 | 03/31/2026 | ☆ | |
| 18558 | Coriander Financial Group Llc CRD 330667 | Wealth Manager · Boutique (under $100M) | $63.5M | 44 | 44 | 1 | 03/31/2026 | ☆ | |
| 18559 | Valor Wealth Partners, Llc CRD 315179 | Washington, DC | Wealth Manager · Boutique (under $100M) | $63.5M | 156 | 317 | 4 | 06/30/2026 | ☆ |
| 18560 | Joiner Financial, Llc CRD 147962 | El Dorado Hills, CA | Wealth Manager · Boutique (under $100M) | $63.4M | 79 | 144 | 1 | 03/12/2026 | ☆ |
| 18561 | Bay Hill Capital Management Usa, Llc CRD 287897 | Wealth Manager · Boutique (under $100M) | $63.4M | 87 | 176 | 1 | 02/23/2026 | ☆ | |
| 18562 | Bradford Capital Management, Llc CRD 142995 | Wealth Manager · Boutique (under $100M) | $63.4M | 69 | 154 | 1 | 02/05/2026 | ☆ | |
| 18563 | Hyland Wealth Management Llc CRD 288231 | Green, OH | Wealth Manager · Boutique (under $100M) | $63.4M | 102 | 360 | 1 | 05/13/2026 | ☆ |
| 18564 | Sound Investment Strategies, Inc. CRD 141440 | Bothell, WA | Wealth Manager · Boutique (under $100M) | $63.4M | 94 | 231 | 2 | 09/29/2026 | ☆ |
| 18565 | Tremonte Financial Consultants, Llc CRD 298562 | Traverse City, MI | Wealth Manager · Boutique (under $100M) | $63.4M | 136 | 398 | 2 | 03/26/2026 | ☆ |
| 18566 | Mh Investment Management Inc CRD 108961 | Mutual Fund / Asset Manager · Boutique (under $100M) | $63.4M | 1 | 1 | 3 | 03/20/2026 | ☆ | |
| 18567 | Access Real Estate, Llc CRD 337329 | Louisville, KY | Private Fund Manager · Boutique (under $100M) | $63.4M | 4 | 4 | 1 | 09/11/2026 | ☆ |
| 18568 | Meridian Financial Group, Inc. CRD 155067 | Milwaukie, OR | Wealth Manager · Boutique (under $100M) | $63.3M | 121 | 181 | 2 | 03/18/2026 | ☆ |
| 18569 | V Delima Investments Inc CRD 310379 | Wealth Manager · Boutique (under $100M) | $63.3M | 19 | 19 | 1 | 07/27/2026 | ☆ | |
| 18570 | Lifetime Financial, Inc. CRD 161124 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $63.3M | 263 | 280 | 10 | 08/24/2026 | ☆ |
| 18571 | Quoinage Capital Llc CRD 310802 | Wealth Manager · Boutique (under $100M) | $63.3M | 20 | 106 | 1 | 03/23/2026 | ☆ | |
| 18572 | Douglas Capital Management, Llc CRD 143585 | Private Fund Manager · Boutique (under $100M) | $63.3M | 96 | 115 | 1 | 05/05/2026 | ☆ | |
| 18573 | Jarvis Global Investments, Llc CRD 144259 | Wealth Manager · Boutique (under $100M) | $63.2M | 354 | 551 | 3 | 03/16/2026 | ☆ | |
| 18574 | Sentinel Asset Management, Llc CRD 302082 | Wallingford, CT | Wealth Manager · Boutique (under $100M) | $63.2M | 495 | 495 | 15 | 07/15/2026 | ☆ |
| 18575 | Scott, Patrick Douglas CRD 135506 | St. Helena, CA | Wealth Manager · Boutique (under $100M) | $63.2M | 98 | 98 | 1 | 01/28/2026 | ☆ |
| 18576 | Ranger Global Holdings Llc CRD 286378 | Charlottesville, VA | Wealth Manager · Boutique (under $100M) | $63.2M | 39 | 39 | 2 | 01/29/2026 | ☆ |
| 18577 | Silveroak Investments Limited Liability Company CRD 290935 | Wealth Manager · Boutique (under $100M) | $63.2M | 142 | 332 | 4 | 03/31/2026 | ☆ | |
| 18578 | Cypress Capital Group, Inc. CRD 121923 | Palm Beach, FL | Wealth Manager · Boutique (under $100M) | $63.2M | 47 | 47 | 7 | 03/20/2026 | ☆ |
| 18579 | Bills Asset Management CRD 114520 | Insurance-Affiliated · Boutique (under $100M) | $63.2M | 195 | 319 | 2 | 03/23/2026 | ☆ | |
| 18580 | Koi Portfolio Management, Llc CRD 310421 | Wealth Manager · Boutique (under $100M) | $63.2M | 37 | 81 | 1 | 09/09/2026 | ☆ | |
| 18581 | North Scottsdale Wealth Advisors, Llc CRD 284449 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $63.1M | 59 | 152 | 1 | 02/25/2026 | ☆ |
| 18582 | Ortman Financial Group, Llc CRD 281944 | North Bethesda, MD | Wealth Manager · Boutique (under $100M) | $63.1M | 105 | 330 | 1 | 02/11/2026 | ☆ |
| 18583 | Ptc International Portfolio Management, Inc. CRD 120278 | Columbia, MD | Wealth Manager · Boutique (under $100M) | $63.1M | 188 | 188 | 6 | 03/30/2026 | ☆ |
| 18584 | Scruggs Advisors, Llc CRD 282962 | Battle Ground, WA | Insurance-Affiliated · Boutique (under $100M) | $63.1M | 41 | 41 | 1 | 02/23/2026 | ☆ |
| 18585 | Wealthunite Advisors, Llc CRD 285807 | Manhasset, NY | Wealth Manager · Boutique (under $100M) | $63.1M | 48 | 48 | 1 | 03/30/2026 | ☆ |
| 18586 | Crossroads Planning, Llc CRD 277127 | Orange, CA | Wealth Manager · Boutique (under $100M) | $63.1M | 124 | 334 | 4 | 04/27/2026 | ☆ |
| 18587 | Mg Financial, Inc. CRD 169448 | Wealth Manager · Boutique (under $100M) | $63.1M | 60 | 125 | 1 | 03/06/2026 | ☆ | |
| 18588 | Vn Capital Management, Llc CRD 166761 | Greensboro, NC | Private Fund Manager · Boutique (under $100M) | $63.0M | 1 | 1 | 1 | 03/09/2026 | ☆ |
| 18589 | Summers Value Partners Llc CRD 297254 | Denver, CO | Private Fund Manager · Boutique (under $100M) | $63.0M | 3 | 3 | 3 | 07/07/2026 | ☆ |
| 18590 | Fern Financial Group, Llc CRD 322658 | Wealth Manager · Boutique (under $100M) | $63.0M | 78 | 128 | 3 | 03/02/2026 | ☆ | |
| 18591 | Bortel Investment Management, Llc CRD 153297 | Gig Harbor, WA | Private Fund Manager · Boutique (under $100M) | $63.0M | 1 | 1 | 1 | 03/04/2026 | ☆ |
| 18592 | Ione Capital Management Llc CRD 305571 | Private Fund Manager · Boutique (under $100M) | $63.0M | 13 | 13 | 4 | 03/26/2026 | ☆ | |
| 18593 | Kramer Investment Services, Llc CRD 169769 | Lake Geneva, WI | Wealth Manager · Boutique (under $100M) | $63.0M | 507 | 568 | 3 | 04/14/2026 | ☆ |
| 18594 | Seraphim Capital Management, Llc CRD 170976 | Wealth Manager · Boutique (under $100M) | $63.0M | 180 | 180 | 3 | 02/10/2026 | ☆ | |
| 18595 | Shade Tree Partners Llc CRD 150865 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $63.0M | 70 | 68 | 3 | 03/11/2026 | ☆ |
| 18596 | The Journeys Group, Inc. CRD 152275 | Winterville, NC | Insurance-Affiliated · Boutique (under $100M) | $63.0M | 174 | 372 | 2 | 03/14/2025 | ☆ |
| 18597 | The Mckeel Company, Llc CRD 142132 | Flower Mound, TX | Wealth Manager · Boutique (under $100M) | $63.0M | 35 | 35 | 2 | 09/08/2026 | ☆ |
| 18598 | Purposepath Capital, Llc CRD 315556 | Quincy, IL | Wealth Manager · Boutique (under $100M) | $63.0M | 135 | 360 | 5 | 07/12/2026 | ☆ |
| 18599 | Edgehelm, Llc CRD 305015 | Nashville, TN | Wealth Manager · Boutique (under $100M) | $63.0M | 37 | 72 | 1 | 01/15/2026 | ☆ |
| 18600 | Capital Research Advisors, Llc CRD 125621 | Suwanee, GA | Wealth Manager · Boutique (under $100M) | $62.9M | 159 | 154 | 2 | 03/26/2026 | ☆ |